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Line Item Grouping Options
Line Item groups keep related Line Items together on an Estimate or Order, i...
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Monitors Overview
The Sales Monitor and Financial Monitor provide focused views of sales activ...
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Order Fees
Order Fees provide extra charges on the whole Estimate or Order, including a...
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Line Item Fees
Line Item Fees provide extra charges on a single Line Item, including a fixe...
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Line Item Categories
A Line Item Category classifies a line on an Estimate or Order. The list is ...
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Product Minimums and Fees
Minimums, Fees, and Discounts set a price floor, add a charge, or reduce the...