Add quote item to cart
A customer may want to simply add specific items from a quote into an order.
Currently, a customer can only convert items from a single quote into an order. The user must copy ALL items from the quote into the cart and then delete the unwanted items.
Ideally, the user could run the quote list screen and add individual items into a cart. The add-to-cart button at the item level would copy in the material, quantity, and the reference document/item of the quotation.
In cases where a customer wants to pull in items from multiple quotes, this button would permit this so that the result is a single order and delivery
AdminRaymond Mannion
(Admin, Corevist)
shared this idea
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devario.voltz
commented
Could we also add this requested functionality to the "Display Quote" screen? For example, we can select specific lines in the quote display screen then click "convert to order".
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Stephanie Bertin
commented
Would also be wonderful to have multiple item search functionality in the convert screen. This would then allow end users to minimize what information they're actually looking for vs. items that they do not require.
