Layer Systems
Support Articles
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Account balance
2
Adding
4
adjustment
1
administration
23
Allocating payments
2
appointment
9
appointment-feedback
1
assets
17
Authorisation
7
bar-code
1
Bonus
1
branding
2
Browser
1
business-units
1
calendar
2
Case Categories
7
Case wach list
2
Case Watcher
3
case-notes
2
Cases
24
case-sla
7
case-sweep
1
Chargeable Feature
1
Checklist
7
Commissions
2
company-logos
1
company-settings
5
cost_centre
1
custom
2
Custom Report Groups
1
Custom Reports
4
customer
39
customer-portal
1
custom-fields
2
custom-product
1
custom-service
2
Data
7
data-capture
2
data-migration
7
Delegated Access
2
delete
9
Digest Feeds
2
Digests
2
duplicates
2
Editing
2
Email
7
Email Signature
2
email-attachments
1
email-templates
6
environment-settings
1
exchange-server
4
Expiry
5
Export
3
files
1
finance
38
forms
3
Funds
10
gdpr
3
Groups
1
Hold Back
1
how-to
197
Images
2
integrations
11
internet-explorer
2
Invoice
10
knowledgebase
9
leads
21
lease
1
Liabilities
2
mail agent
6
mail-triage
2
marketing
5
merge
4
Mobile
2
Notification
2
office-365
4
on-boarding
5
Opportunity
23
ordering
52
outlook-plugin
5
permissions
8
portal
3
presales
21
Pricebook
13
Product Stock
9
product-group
1
purchase-order
6
quotations
42
reconciliation
1
record
25
renewals
3
Reports
15
Sage
12
sales
86
Scheduled Email
1
search
3
Secure File
1
service
38
Services
9
settings
54
set-up
2
Signature
4
sites
1
sla-breach
1
sms
1
Stock
21
subscription
1
tags
1
tasks
12
terms
1
troubleshooting
5
unassigned
1
Updating
4
Upload images
2
user-roles
2
users
15
video
19
warehouse
1
widgets
12
work-stacks
21
Is The Layer's electronic signature legally binding?
sales
1401
Getting started with the quotation builder
quotations
sales
1136
How to update appointment feedback
how-to
sales
1002
Why is my quotation remaining in 'draft' status once sent?
how-to
sales
872
How to find previous lead customer and sales order records by using TrackBack
ordering
how-to
sales
record
16743
Why shouldn’t I delete invoices? HMRC GUIDELINES
sales
administration
finance
ordering
quotations
record
delete
Account balance
Allocating payments
Funds
Liabilities
Invoice
3833
How to cancel a previously won quotation based on a customer cancelling the order
quotations
ordering
how-to
sales
2817
How to produce a copy of a signed quotation
how-to
sales
quotations
2665
How to cancel a quotation and sales order
sales
how-to
ordering
quotations
record
delete
2613
Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference
sales
how-to
Expiry
assets
leads
customer
2393
How to set up quote authorisation on The Layer
Authorisation
quotations
how-to
sales
2226
Sales Order Cancellation
ordering
sales
1957
Managing Renewals: Why are renewals important?
sales
presales
Renewals
1902
How to create Sales Order checklists
sales
how-to
ordering
Checklist
1848
Understanding Opportunities: How to create an opportunity in the Layer
sales
presales
Opportunity
1761
How to add Product Highlights to a Product or Service - Key Benefits or Features
how-to
presales
sales
Product Stock
quotations
Services
Pricebook
1746
How to activate Company Terms & Conditions (T&Cs) in the Layer
quotations
Environment Settings
Signature
sales
1733
Customer and Lead Access Delegation
how-to
presales
sales
customer
leads
record
delegated-access
1722
Quotation Output Templates: How to amend Quotation columns
quotations
sales
settings
how-to
1658
Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?
assets
Opportunity
Expiry
Renewals
sales
1647
How to change the status of quote (not won) from lost, quoted, cancelled and open.
quotations
how-to
sales
1645
Understanding widgets: Duplicating the Sales Order Leaderboard
ordering
widgets
sales
how-to
1616
How to create product opportunity checklists
Checklist
Opportunity
settings
administration
how-to
presales
sales
1531
How to activate Supplier's T&Cs in the Layer
Signature
quotations
sales
1522
Understanding Discount Types in The Layer
quotations
finance
how-to
sales
1490
Understanding Opportunities: Create work-stack based on opportunity created date
work-stacks
Opportunity
sales
1486
Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?
sales
Services
Opportunity
assets
1468
Understanding Opportunities: How to link an opportunity to an expiry
presales
sales
Opportunity
Expiry
1435
How to delete a quotation and order (when the quotation has been manually signed)
sales
ordering
delete
quotations
1415
How to create a sales order without the need to create a quotation
how-to
sales
ordering
1374
Line Rental Subsidy
sales
video
1347
How to create a custom service in the quotation
quotations
sales
how-to
1341
Environment Settings - User Targets - Monthly Appointment targets
on-boarding
users
appointment
how-to
presales
sales
settings
administration
1322
How to delete a signature from your won quotation
quotations
delete
customer
sales
how-to
1301
How to amend opportunity probability via appointment feedback
video
sales
Opportunity
1273
Price books: Understanding 'OGR Buy Price Override'
Pricebook
sales
1235
How to add a checklist to a Sales Order
settings
administration
how-to
sales
1203
How to add images and product information to your quote based on selecting the item in your quotation
Images
Upload images
Mobile
quotations
sales
1177
Understanding Opportunities: How to set up forecast categories for opportunities
Opportunity
how-to
sales
1170
How to approve funding requests
finance
sales
quotations
Funds
1140
How is profitability information calculated for quotation lines?
sales
finance
Bonus
Hold Back
1124
Understanding Opportunities: What are Opportunity Classifications
Renewals
Reports
sales
1115
How to import price book
sales
how-to
video
Pricebook
1111
Understanding Quotations: How to create a funding request
how-to
sales
Funds
Authorisation
quotations
1056
Quotations: Outputting Variable Discounts & Subsidies
sales
quotations
1030
How to Create a Custom Phone Call Outcome
how-to
presales
tasks
1018
Opportunities: Manage permissions for bulk changes in opportunity stacks.
sales
Permissions
Opportunity
963
How is the turnover value calculated in The Layer?
Pricebook
sales
959
Sales & Quotations: How to add a lease item to your quotation
how-to
sales
custom product
lease
custom
custom service
quotations
952
How to use your presales reporting widgets
widgets
how-to
presales
948
New Permission to 'Allow Calendar Schedule Conflict'
Calendar
Permissions
appointment
sales
settings
presales
917
How to resend undelivered mail
presales
how-to
916
Sales Order Leaderboard Widget - Understanding the breakdown
presales
sales
how-to
ordering
service
finance
widgets
quotations
891
How to gather contract expiries
presales
how-to
889
Sales Performance Widgets
widgets
sales
886
How to mark a quotation as a pipeline quotation from your workstack
sales
how-to
quotations
876
How can Customer add their PO into the quotation
service
sales
video
863
New Parameter: Sign Block with Terms
sales
quotations
Signature
862
How do I enable 'Minimum Profit Threshold' for quotations?
sales
829
How to Schedule a Phone Call
presales
how-to
822
How to create a new appointment
how-to
sales
presales
817
How to sync appointments after reassigning
how-to
tasks
appointment
presales
807
Product Bundles - Linked Items
sales
Pricebook
quotations
792
Understanding Supplementary Products: Linked products and services in the quotation builder
quotations
sales
780
How do I create variable term contracts?
finance
sales
777
Understanding Opportunities: Losing opportunities and capturing reasons for loss
sales
Opportunity
775
User Roles: Restricting the ability to bulk reassign delegated lead and customer records
users
administration
how-to
presales
sales
774
'Quotation won edit' permission
quotations
Permissions
sales
769
Duplicate Checker
customer
leads
presales
Duplicates
764
How to add Deal Termination into Quotations
sales
video
759
Price books: Understanding 'Third Party Billed'
sales
Pricebook
758
How to merge lead records together
how-to
presales
leads
merge
757
How does the general fund work in The Layer
Funds
sales
755
Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification
Reports
sales
how-to
widgets
755
How to add call rate groups to a quotation
quotations
sales
how-to
749
Understanding Quotation Configuration Options: How to configure a quotation
customer
quotations
leads
presales
sales
how-to
749
Product Bundles
sales
quotations
746
Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation
ordering
sales
Opportunity
739
Reassign the parent records from task stacks
presales
sales
service
work-stacks
tasks
738
How to auto-assign a customer owner when a lead is converted to a customer
settings
sales
customer
735
Set up and use of Resource Planner Calendar
Calendar
sales
723
How does Buy-out fund works in the Layer
video
finance
sales
707
Understanding Quotations: What are price book categories
sales
how-to
quotations
Pricebook
700
Understanding Quotations: Managing Upfront Variable Sell Price & Discounts
Pricebook
quotations
sales
697
Understanding Expiries: Non-managed Expiries
sales
leads
customer
Expiry
675
Connection by supplier and Classification widget
sales
video
widgets
665
Reassign opportunity with associated tasks and quotations
Opportunity
sales
621
Product Bundles - Child Services
quotations
Pricebook
sales
data-capture
614
How to complete a product exchange on the Layer
how-to
sales
video
Stock
Product Stock
Editing
Adding
Updating
assets
606
Custom Terms and Conditions: Set up and Use
sales
settings
Terms
Set Up
593
Managing Contract Extensions, Renewals & Buyout values in The Layer
quotations
custom service
how-to
sales
592
Product Basket
Pricebook
quotations
sales
how-to
546
Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting
Export
Opportunity
sales
521
Product Hierarchy Overview
quotations
sales
497
