Enable 'Customer Not Present' in Acceptance Screen

There are times when you would like to approve a quote internally or you may have a customer such as a Real Estate Agent or Strata Committee where a signature is not required.

To by-pass the requirement for the Customer's signature, you can use the 'Customer Not Present' feature.

This feature needs to be turned on from your configuration - to do so, follow these steps.

 

  1. Go to Office Portal (https://live.flatratenow.net)
    office portal
  2. Go to Configuration
    click configuration menu
  3. Select the Configuration Tab
    click configuration tab
  4. Tick to enable 'Allow Accepting Quote Without Customer Signature'
    allow accepting quote
  5. Click 'Apply' at the top to save