Quotes - being able to choose if it is a stock sale or project quote

Posted 6 days ago by Cass Scott

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Cass Scott

If a quote is approved by a customer, it automatically approves as a project, however if a quote is approved is approved by the client, they can choose whether it is a project or stock sale.

Would be great if at quote stage, the selection of project or stock sale was available, so that if the customer approves, it appears in the right area of WG.

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