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CUSTOMER ORDER GUIDE

By
Scott Hart
on 8/1/15, 1:27 PM 777 views

Is there a way to create an "order guide" with what the customer is currently ordering, on a continual basis, which would allow the salesmen to adjust just quantities needed or could add additional products if the customer desired? Or is this a custom module that needs to be created?

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Assuming you are on v8 or later, you probably want to use Quotation Templates.

A quotation template is a template that can be used when creating a quotation. It will pre-populate the order lines of the draft quotation as well as suggest extra products. The salesperson can then add/remove lines as well as edit quantities, or add suggested products. The salesperson can then confirm the order.

Quotation Templates are in Sales > Configuration > Quotation Templates. There is also a field on the quotation where you can specify the one you want to use, or create one from there immediately.

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Asked: 8/1/15, 1:27 PM
Seen: 777 times
Last updated: 8/2/15, 7:33 PM