Include "Setup Required" Products in Sale Quote

started a topic over 2 years ago

Quoting products that have a status of Setup Required is necessary for our Sales team. We often quote products that are either under development or one-off custom products not yet fully defined. Being able to include these products on Quotes, while maintaining the Setup Required status is key. 

We could use a "Setup Required" tags but that seems to defeat the purpose of the third product status by the same name. 

2 people like this idea
  • Alternatively, perhaps a new status such as "Under development" be created, which would let Sales Quote teh items while Engineering works on the R&D of the product. 

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