1
Merging Quotes
Idea shared by Art Crowley - August 5, 2015 at 11:48 AM
Planned
We often send multiple quotes to a customer.  The customer will then combine all of the quotes they wish to purchase on one purchase order.  In order to close out each quote, we have to transfer each one to an order, then merge the orders into one. 
 
We would like to be able to merge the quotes into one quote first, then transfer that into an order.

2 Replies

Reply to Thread
0
Mark Culos Replied
August 5, 2015 at 12:20 PM
Employee Post
Art,
 
Thank you for your suggestion, it has been added to the list of possible modifications for a future version.
0
Mark Culos Replied
August 5, 2015 at 3:04 PM
Employee Post
Art,
 
After a discussion with the development team, your suggestion has been accepted for the Atrex 16 short list so baring any unforeseen difficulties, quote merging will be part of the next release

Reply to Thread