We need the ability to clone/copy a quote from one customer to another.
by: Connie H. | over a year ago | Operations Management
Planned
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Function to copy an OE Quote
by: Connie H. | over a year ago | Operations Management
by: Connie H. | over a year ago | Operations Management
We need the ability to clone/copy a quote from one customer to another.
by: Connie H. | over a year ago | Operations Management
Comments
An enhancement to the copy orders screen will do the trick. Very useful feature for those doing repeatable quotes
Yes, need to copy/clone quotes. But we also need a new feature so that some users can only create quotes (and not promote to orders). Right now any user can change the type from Quote to Active so no separation of duties. Very annoying, also good to fix in Sage 300 INtegrates with Sage CRM. Should work more like submitting a PO requisition vs turning into a PO.
11 November 2021