Quote Extras represent standard terminology that you use on quotes. There are four categories used: Scope, Included, Excluded and Additional Terms. The Extras are sorted by category and then a sort field on the printed quote.
The Extras should be used for things that can be used on any quote, and not be specific to any particular quote or job. Specific notes like those should be entered in the Misc. Notes box on the quote screen.
Type: The Type refers to the category and group that the text will appear in when the quote is printed.
Sort: This sort allows you to determine in what order your text will appear
Default: Indicate if the text should be automatically added to all new quotes. You always have the option of removing it from an individual quote if it does not apply.
Description: This is a large note field (1024 characters) that you should type in any standard terminology that you may reuse on quotes. Do not make it specific to a particular quote as you have another field on the quote to enter in additional notes.
You can print a list of these Quote Extras from the Reports menu under Application Settings.
