756. Setting the Type of Sale in Policies

No. 756. March 14, 2025

ebroker: Setting the Type of Sale in Policies

ebroker, it allows you Modify the predefined type of sale in your policies.

After adapting the new DEC requirements in our ERP, one of the new fields is the Type of sale of your policies, where we have reported the type On site by default on all policies.

We have incorporated a parameter that allows you change the predefined sale type, as well as make a mass change of all policies. This parameter is located in Control panel > General Options > Parameters > Policies.

When the sale type is modified in this parameter, ebroker will display a message indicating that this change will overwrite the sales type on all your policies. If you select Yes, ebroker will carry out said process, changing the type of sale in all your policies to the indicated one; if selected No, the new type of informed sale It will be automatically recorded in new policy registrations, without modifying the policies already existing in your database..

 You just have to go to ...

Control panel> General options> Parameters> Policies