Sales: Efficiently update price in Sales quote (CQU) and Sales order (COA) to lowest applicable price for customer
A
Alberina Shala
started a topic
about 2 years ago
Classification: USEFUL
RamBase is introducing new context menu options for updating to the lowest applicable price according to standard product prices and special customer agreements in Sales quote (CQU) and Sales order (COA).
This is especially useful when changing from a default customer in a draft to a real customer, and prices should be updated according to agreements with this customer. But also when an old sales order or sales quote has been copied to a new, either for the same customer or for another, and the seller wants to update according to current applicable prices.
Users can choose to mass update price on all items, for selected items or for a specific item. If an update is performed for a specific item, the user will also be allowed to choose between applicable prices.
Alberina Shala
Classification: USEFUL
RamBase is introducing new context menu options for updating to the lowest applicable price according to standard product prices and special customer agreements in Sales quote (CQU) and Sales order (COA).
This is especially useful when changing from a default customer in a draft to a real customer, and prices should be updated according to agreements with this customer. But also when an old sales order or sales quote has been copied to a new, either for the same customer or for another, and the seller wants to update according to current applicable prices.
Users can choose to mass update price on all items, for selected items or for a specific item. If an update is performed for a specific item, the user will also be allowed to choose between applicable prices.
Read more about How to efficiently update to lowest applicable price in the Sales order (COA) and Sales order items (COAITM) applications here
Read more about How to efficiently update to lowest applicable price in the Sales quote(CQU) and Sales quote items (CQUITM) applications here
Release date: 7 February 2023