I duplicate a quotation from an existing quotation. Once I change the Lead to a new lead custom rates against items are resetting to default price. How can I avoid the rates getting reset to default price.
Hi @roshrnair,
When you duplicate a quotation from an existing one and subsequently change the lead to a new lead, you might notice that custom rates against items are resetting to their default prices. This behavior is a default system feature. It’s designed this way to ensure that, in cases where the customer has their own item price list, the rates are automatically set based on the specific customer, allowing for more precise and tailored pricing based on the customer’s preferences or agreements.
I hope this helps.
Thank You!