RamBase Cloud ERP release info - week 33

The following updates have been added to RamBase Cloud ERP:


Sales


New mass update options for items in the Sales quote (CQU) application

Classification:  USEFUL

 

To streamline the quoting process in Sales quote (CQU) application, two new context menu options have been introduced at the main level of Sales quotes (CQU) in Status 1 - Pending registration:

  • Update discount percentage on all items

  • Update gross margin on all items


These options allow users to mass-update all items in a quote with a unified discount percentage or gross margin, making it faster and easier to prepare consistent quotes for customers.


How it works:

  • Open the Sales quote (CQU) application, and select a Sales quote (CQU) in Status 1 - Pending registration.

  • Selecting either of the new options opens a pop-up dialog where the user can enter the desired value.

  • The system then updates all quote items accordingly and recalculates the price.

  • The functionality mirrors similar operations available in the Sales order (COA) application.


This enhancement improves efficiency and ensures consistency across quote items, especially in scenarios involving bulk pricing adjustments.