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Group Management

Add Category

To add a category, hover over the three dots on the right of the group field and click Add Category. A new window Create Quote Object Category. Enter the Name, select which Group the category will belong to, enter Tag.

Additionally, you can enter some Extra Data. This is used in the reports generation. For example, you have a van up to 2t, and in the report you want it to be shown as Commercial vehicle/van. In this case you have to create a key, e.g. mid and assign a value: Commercial vehicle/van. Map this key value pair in the report.

Click Save.

create category

Edit/Delete Category

To edit or delete the category, hover over the three dots on the right of the field and click Edit or Remove.

edit category

Edit Group

To edit the group, hover over the three dots on the right of the field and click Edit, or click on the name of the category.

{info.fa-info-circle} A group cannot be deleted.

edit group

If you clicked on the name, the group page will appear, where you can add some object parameters, which values will need to be entered when adding an object in a quote.

vehicle

The Parameters list has the following columns:

Title Parameter name and a tag in the brackets.
Type Type of the object parameter. Possible options:
  • Number - only a natural number can be entered.
  • Decimal - natural and decimal number can be entered.
  • Money - the entered amount will be taken as money and automatically the currency suffix will appear next to the field.
  • Text - both text symbols and numbers can be entered.
  • Boolean - both text symbols and numbers can be entered.
  • Select - allows to create a drop-down list. Enter the values in the Options field.
Is Required Sets the parameter as mandatory.
Default Defines the default value of the parameter.
Options Enter the dataset tag, from which the selectable options will be taken.
Is Hidden Defines the parameter as hidden or not when adding the object to the quote.
Goes to summary Defines if the parameter goes to the Summary column of the objects list.

Create Parameter

To create new parameter, click the Create button. Fill in the Type, Title, Tag fields, others are optional. The Suffix value is used to define the measurement unit (e.g. cc, kg, etc). Click Save.

create parameter

Edit/Delete Parameter

To edit or delete the parameter, hover over the three dots on the right of the field and click Edit or Remove.

edit parameter