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Add Save and Cross-Sell functionality into quotes

The Cross Sell functionality is part of standard Sage 200,but it is only included in sales orders and not quotations.Please can it beexpanded it onto quotations?
Lloyd, Caroline over 2 years ago in New/Amend Quote 1 Delivered

Mark quotes as lost

Converting a quote to an order marks it as completed, however we dont win all our quotes so it would be nice to be able to mark the ones we dont win as lost. Saying that it would be good if we could re-open it if the customer came back and changed...
Guest about 8 years ago in New/Amend Quote 1 Delivered

Add a status of lost available for Quotes

With quotes you can convert them or they stop as live unless you delete them. If you delete them you the lose the ability to show quotes raised against quotes won which customers use. If you dont delete the quote then you end up with live quotes t...
Guest over 6 years ago in New/Amend Quote 1 Delivered

Completed quotations allowed to be marked as LOST

Current software allows orders and quotations to be deleted and immediately removed from the system. However, it is also possible to keep a record of cancelled order lines - but not cancelled whole orders? Our customer wants the ability to complet...
Guest over 6 years ago in New/Amend Quote 1 Delivered

Ability to change the status of a quotation to completed

This would mean when a customer places an order without a reference you could clear the quotation to a completed state and clear it from LIVE quotations.
Robert Brailsford over 9 years ago in New/Amend Quote 1 Delivered

Ability to change the status of a quotation to completed + Improve Synchronisation with Sage 200 CRM

As per Robert Brailsfords idea: This would mean when a customer places an order without a reference you could clear the quotation to a completed state and clear it from LIVE quotations. But additionally an automatic completion of all t
Guest over 9 years ago in New/Amend Quote 0 Delivered