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Inclusions and Exclusions (Tags) (Set Defaults - Add - Edit)
Inclusions and Exclusions (Tags) (Set Defaults - Add - Edit)

How to Set Defaults or Add an Inclusion and/or Exclusion (Tag)

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over 2 months ago

This Help Article covers:

Inclusions and Exclusions populate from Company Settings to a Customer, then from a Customer to a Quote.

The Default Inclusions or Exclusions set at Company Settings populate as the Default Inclusions and Exclusions when creating a new Customer. The Default Inclusions and Exclusions can be over-ridden and set at the Customer Window for that Customer.

The Default Inclusions or Exclusions of a Customer populates as the Default Inclusions or Exclusions when creating a new Quote. The Default Inclusions or Exclusions can be over-ridden and set at the Quote Window.

⚠️ NOTE: Changing the Default Inclusions or Exclusions at Company Settings only populates new Customers, if existing Customers need to have the Defaults changed they must be pulled down at the Customer Window, this to not override any Customer Edited Default Inclusion or Exclusion selections.

 

To Set Default Inclusions/Exclusions at Company Settings

Quick Flow:

  • Company Settings Side Menu

  • Settings Top Tab

  • Inclusions and Exclusions Expandable Section

  • [EDIT]

  • Select

  • [SAVE]

1. From the Side Menu, Press Company Settings

2.  From Company Settings, Press the Settings Top Tab to display the Inclusions and Exclusions Expandable Section

⚠️ NOTE: Only the selected Inclusions and Exclusions display in the Expandable Section. To see the full list of options Press the Edit button.


3. From the Inclusions and Exclusions Expandable Section, Press [EDIT] then Select the default Inclusions and/or Exclusions by Ticking/Unticking to make Active, then [SAVE]

To Add a new Inclusion/Exclusion at Company Settings

Quick Flow:

  • Inclusions and Exclusions Expandable Section

  • Edit Page

  • [+ADD]

  • Inclusion/Exclusion information

  • [SAVE]

1. From the Inclusions and Exclusions Expandable Section's Edit Page, Press [+ADD INCLUSION] to add a new Inclusion Line OR Press the Dropdown and select option "Add Exclusion" to display a new Exclusion Line

2.  From the new Inclusion/Exclusion Line, Enter Inclusion/Exclusion information;

  • Select a "Type" (Inclusion OR Exclusion)

  • Enter a "Name"

  • Enter a "Description"

 

3.  When you have entered the new Inclusion/Exclusion [SAVE]

💡 TIP: You can enter multiple Inclusions/Exclusion at one time before saving.

   

To Set Default, or Add Inclusions and Exclusions at a Customer

From a Customer's Settings Top Tab's Inclusions and Exclusions Expandable Section, Follow the above instructions

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