Who Can View the Quotation List
By default, only the General Manager, Operation Manager, Sales Manager, and users with the Operation or Sales roles can access the quotation list. Users in other roles may gain access if approved by an Admin or General Manager. GoFreight support agents can also enable access, with or without adjusting the user’s role.
Quotation File Access Permissions
By default, the General Manager, Operation Manager, Sales Manager, and Operation roles can view all quotation files in the Access Office. However, users with the Sales role can only access their own quotation files.
Configuring Quotation List Display Settings
Navigate to Sales > Quotation List
1. Click on Config to open a pop-up screen “Table Column Configuration”.
2. Select the items you wish to display by checking the corresponding boxes. Uncheck the items you do not want to display. You can also drag and move items to rearrange their display order.
*You can adjust the Freeze Column Divider to highlight specific items.
3. Click Apply to save your changes.