Have save/restore quote capability and option to update after submittal for approval
As a user who needs order approval, before submitting it for approval, he/she may need to save a cart as quote to continue to edit in the future. So we'd need that person who needs order approval to have the ability to save a cart as quote and restore a quote to edit (may be working on several quotes for different ship to accounts).
After submitting it for approval, if the order hasn't been reviewed; perhaps the submitter can still revise the submittal -
a. Can the request for approval be revoked by order originator? "Cancel request"
b. Can I edit an order (add item, remove item, qty change, ship to address change, delivery notes change, select a different approver) and resubmit it for approval by the order originator? "Edit request"
donnatrinh
shared this idea
A solution engineer will be in touch to better understand these requirements.
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Rank 6 in Virco's backlog
