The Opportunities Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [
] on your Opportunities App and selecting Preferences.
This will take you to the Opportunities Preferences Screen, which is broken up into two parts.
General
In the General preferences, there are two default settings you can set:
Email Notification Template: When an opportunity is created, if you've assigned it to a different Method user, you're given the option to send an email notification to that user. This allows you to set the email template for the notification email. To create your own, check out Create a basic email template.
Default Opportunity Stage: The default stage for the opportunity when first created.
Reorder Requests
Customers can submit order requests from previous invoices via the Portal. This needs to be enabled in the Order Requests preferences.
Enable Reorders for Invoices: If enabled, customers can submit order requests to repurchase items from all past invoices via the customer portal.- Enable Reorders for Sales Receipts: If enabled, customers can submit order requests to repurchase items from all past sales receipts via the customer portal.
If either of the above is enabled, Advanced Settings will be shown and can be expanded to set more defaults and enable items for reorder.
If these toggles are turned off, expect the following:
Any existing reorder requests will be hidden from the Reorders tab in the Opportunities app.
Your customers will lose access to the reorder history and the ability to create reorders (transactions created will still be present)
Advanced Settings
Back-up Reorder Request Assignee: The Method user who will receive the Reorder Request Notification Emails in the event that no user is assigned to the contact who submitted the reorder request.
New Reorder Request Email Template: The email template used for notifying Method Users when a reorder request is submitted. To add additional users to be notified (other than the user assigned to the contact), edit the email template and add more recipients.
Order Request Rejection Email Template: The email template used for notifying customers when a Reorder Request is rejected.
Items for Reorder
The shown grid allows you to specify which items are available for reorder by your customers on their portal.
Customers will have the option to reorder available items if:
There's at least 1 item in the Available Items list.
Customer has one of the following transactions that contain an item available for reorder:
Invoice, whether paid or unpaid and the option is enabled above.
Sales Receipt and the option is enabled above.
NOTE: Customers will not see the reorder feature in their customer portal if they have not previously ordered an available item.
Making Items Available
The list can be switched between two views:
Available items: Shown when the button View available items is clicked.
Unavailable items: Shown when the button View unavailable items is clicked.
By selecting items, you can choose to make them available for reorder, or not available for reorder, by clicking the appropriate button.
NOTE: For users syncing with QuickBooks desktop, the following item types are excluded from this list: Discount, Payment, Sales Tax and Sales Tax Group.