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VISUAL - Enterprise Customer Community
Quotes
Legacy Contributor
Is there a way to award only part of a quote?
We quoted something we thought was a package and it turned out to be individual jobs. I was just wondering if I could mark specific line items as awarded and not others.
Thank you!
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Legacy Contributor
When you create a customer order from a quote, you should be able to highlight which line items you want to convert over to the customer order from the quote. Or you can "select all".
You would get to this from the Custom Order Entry screen - EDIT - "Generate Order from Quote."
monthly_proactive_com201101.pdf
Legacy Contributor
We've not used the "Generate Order from Quote" option because we work backwards. (It's hard to explain, but pricing tends to come after shipment here.) I was hoping to go back in later and mark the quote as awarded.
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