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Hi,

We create long quotations in V16, and searching for every product from the sales module is slow because products have multiple variants and options.

I find it easier to pick products from the POS, but I can't save the list as a quotation.

Also, I found an app called "POS Quotation", but it creates quotations on the POS backend instead of in sales orders.

Is there any way to make the product search faster but still keep them within the sales module?


Thanks in advance!

Diego

 

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Abbandona
Autore

Thank  you for your answer. I took a look at that, but our quotations are very variable. There isn't any quotation equal to another, so it won't help. It could be any mix of 2500 SKUs.

Risposta migliore

Hi,

You can use the Quotation Templates for the time saving and flexible functionality and select it at the time of creating a quotation.

You can create multiple templates with all common products and use it in quotation. 

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