Quotations don't save to the server yet all other sales documentation does save automatically.
It seems really strange and inconsistent that all documents which are produced in SOP, except quotations save automatically when printed/emailed. Please could quotations also save automatically too?
John Wilkins
over 2 years ago
in Document Storage
0
Idea Accepted - Gauging Support
This is a feature in PS Financials transactions have a copy and copy/reverse button making it easily to replicate transactions - either as corrections or for recurring transactions. This would pre-populate the transaction window with the details (...