Can you change the qty column to hrs/days in a quote template?

Retreev
Retreev Member Posts: 69 Reckoner Reckoner
in Accounts Hosted

I am trying to make a quote, but we don't need to qty column. We simply need to show how much each line item will be as a per hour, or per day amount is.

The qty column seems fixed and I don't know how to change it to be the per hour/per day column. Is it at all possible?

Thank you.

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,222 Reckon Community Manager Community Manager

    Hi @Retreev

    You can alter the name of the Quantity column, or remove it altogether in the Additional Customisation menu in your template.

    image.png

    For example, if you're entering hours/days as the quantity metric in your estimate, you could rename the Quantity column title to Hours and/or Days.

    Is that what you're looking for or am I misunderstanding?

  • Retreev
    Retreev Member Posts: 69 Reckoner Reckoner

    That is perfect! Sorry, I have never had to change any templates before, so I had no idea what I was doing.

    Thanks so much Rav, that is exactly what I needed.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,222 Reckon Community Manager Community Manager

    Awesome, glad it helped 🙂

    Just one other thing I'd suggest, create a copy of your quote template first before you start making changes. That way, you always have an original to fall back to if you need along with a dedicated template for hours/days as the quantity.

  • Retreev
    Retreev Member Posts: 69 Reckoner Reckoner

    Thank you, it made me do that - which I was really happy about! 😊

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