Support Center

Accessing Kugamon Settings

Last Updated: Jun 26, 2018 02:01PM PDT

Overview

Kugamon Quote to Cash settings are located in the Installed Package. Kugamon Settings stores the default Order and Billing Management data for Kugamon Quote to Cash.

Audience : Administrator


Steps:


1. At the top of your Salesforce Instance | Go to Setup 
2. Under App Setup | Click "Installed Packages" 
3. Find Kugamon Quote to Cash | Click "Configure"
4. Under Step 2 | Click "View Kugamon Settings"
 

Notes:

  • This is where you can change default settings, remittance information, default specific terms, online order confirmation message, payment settings, invoice schedules.  As well as, create an Additional Charge/Credit, a warehouse, a carrier, and a tax library

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