Good day
I have three questions please re CRM web version to CRM and Buying&Selling:
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When a quotation is created, it does not reflect that a quotation has been done on the web crm form. Can this feature please be considered to be added?
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Upon Creating the Sales Order from the Quotation, the Customer field requires repopulating however the Customer Name is there in the field below.
Are these meant to be two different things? How can I have the Customer -
In the CRM web, from Deals, I select my organization and add Products. When I Create Quotation, the quotation page opens however the products do not pull through to the quotation.
I do note that there are CRM ‘Products’ on CRM web and then ‘Items’ in ERPNext when the quotation opens, so different lists. Is there a way to have the products pull through from the Deals to Create Quotation such that they don’t need to be added again under Items and Quotation?
Thank you in advance for any suggestions.