How to Create Quote Fee Distribution
In this article, we'll demonstrate how to create quote fees and customize them.
Step 1: Access Fee Distribution
In Setup, go to the "Financials" section, then select " Quote Fee Distribution".
The currently created fee distributions will be visible in this section, with the categories on the left and the fees in the middle. Create a category first using the button on the left. Once the category is created and selected, we can create fees.
Step 2: Create Fee Distribution
Click "New Fee" in the top right corner to add a fee. Write the fee name and percentage. The total percentage within the category of all of the fees should be 100%.
Step 3: Fee Details
The fee section has several options: to order the templates, to see the name of the fee, the fee percentage, the date created, the date updated, and items, as well as the 3 dots, through which we can add fee items, edit, or delete the fee.
Click on the "Fee details" button on the right side, to create them within the system.
The fee details section shows the products, tax, and fee percentage section. The total percentage of the fee items should be 100%.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.