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.
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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.