Proposals > Aggregate Charges | Aggregate Charges Setup

Configuring Aggregate Charges

In order to use Aggregate Charges, please do the following steps.

 

 

Step 1        Add at Category Type = "Other" and a Category = "Other"

Your System Administrator will need to go to System Preferences and click on the Categories tab.

Then create a category called Other that is assigned to the Other Category Type.

Your category list should like the screen shot below. The Sort number is not important.

 

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Step 2        Create A Product

Go to Products and add a product. The Product ID must be "Aggregate Charges". The Description can be anything, but the Type and Category must be set to Other.

 

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