create quotes using revenue group
To be able to start a quote using revenue groups as they appear in revenue entry screen. Then be able to choose/add the revenue item code from the drop down.
This would prevent users for choosing the wrong item codes and streamline the process for customer service.
As it stands, there are too many item codes to choose from. whoever is creating a quote gets confused and finds the process difficult. In addition,It would be helpful if quotes could import information from an external source or document. ie excel,quotes to go.
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vote
Nick Abbatangelo
shared this idea
Check out the latest changes to the quote coming in 2016 r20; quotes are much easier to work with.