Currently the line item pricing updates for new quotes after a pricing update import has taken place, can this please be extended to existing quotes?
#13810
3 Votes
2 Comments
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Dean Jonesposted
about 12 hours ago
The aim here is to allow existing quotes (draft/issued/expired) to be updated with new "Cost" pricing in the event the existing SKU has had a change. for our business, we have several thousand SKUs from a supplier that has an annual price increase. When loading the new price file, we have various existing quotations that may have not yet been awarded and need to reflect new pricing. It would be good if there could be a button within the quote screen that, when clicked, would enable current pricing to override anything that might be old. This would enable a manual and very efficient approach to be taken, ensure appropriate workflow from Quote>Project, restrict errors, and prevent double handling.
0 Votes
M
Michelle Briaposted
about 12 hours ago
Yes please, it is something that would take a lot of work out of setting up future Projects from a historic quote.
Currently the line item pricing updates for new quotes after a pricing update import has taken place, can this please be extended to existing quotes?
#13810
3 Votes
2 Comments
Dean Jones posted about 12 hours ago
The aim here is to allow existing quotes (draft/issued/expired) to be updated with new "Cost" pricing in the event the existing SKU has had a change. for our business, we have several thousand SKUs from a supplier that has an annual price increase. When loading the new price file, we have various existing quotations that may have not yet been awarded and need to reflect new pricing. It would be good if there could be a button within the quote screen that, when clicked, would enable current pricing to override anything that might be old. This would enable a manual and very efficient approach to be taken, ensure appropriate workflow from Quote>Project, restrict errors, and prevent double handling.
0 Votes
Michelle Bria posted about 12 hours ago
Yes please, it is something that would take a lot of work out of setting up future Projects from a historic quote.
0 Votes
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