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How to make reusable sales quotes in BC?
etalon
Member Posts: 5
Hello,
we want to make templates for sales quotes which can be used for different contacts/customers. It is possible to copy sales quotes, but prices etc. get lost or have to be recalculated. So I want to know what's the best practice. Should you create a "master" contact or a "master" customer to store the templates?
Maybe anyone here solved this problem in the past and can help me out.
Kind Regards.
we want to make templates for sales quotes which can be used for different contacts/customers. It is possible to copy sales quotes, but prices etc. get lost or have to be recalculated. So I want to know what's the best practice. Should you create a "master" contact or a "master" customer to store the templates?
Maybe anyone here solved this problem in the past and can help me out.
Kind Regards.
0
Answers
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