In Managely version 5.3.39.11 if a Dealer prints out the default proposal PDF it will display the parts as ungrouped. Below is a work around for this issue until the defect is corrected.
- Create a proposal like you normally would and add your parts. In this example we created proposal 11183 that has five parts.
2. Go into edit mode and click on the Charges tab
3. Click on the Move to Group icon
4. Click the triangle pointing down to the right of “Select a group” and then select “Add New” and then push submit
5. Fill out the fields in the “Create a new Group” box and then push submit (in our example we named the group “Charges for Parts”)
6. You will receive a message alerting you that your Charges group updated successfully
7. Click on the Move to Group icon to the right of your next part
8. Select “Charge for Parts” from the drop down and then push the submit button
9. Repeat these steps for all your parts and instead of displaying as “Ungrouped” your parts will display as the group you created “Charged for Parts”