Combine Picking slips - Sheree
When you do a quote/draft for someone and then they decide not to proceed with it – you have to void it otherwise it sits in your draft/quotes section and when voiding it then removes all info of what you quoted on …….. are they not able to just put something like an declined button so it then saves the info on the quote but still removes it from the sales draft quotes section.
Hi Sheree!
There is already a feature implemented for this which is called the Quote approval process.
Please check: https://support.dearsystems.com/support/solutions/articles/11000073130-quote-approval-
Yohan Andrado Antonio | DEAR Systems Support
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