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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Reviewing
Categories Quote Processing
Created by Richard Clemens
Created on Feb 12, 2020

Quote/Order Wizard / Reset Customer Information

We create a quote for a given customer, then copy this quote out to other customers using Wizard.   There is in option in the process to "Reset Customer Information" which is good if the new customer would have a different Invoice Template, Payment terms, etc.    However, this also seems to force a price recalculation.  This is problematic when we need to update customer specific values, but need to keep the same prices.  Would be nice if the wizard would have an option for re-calculating prices or not.

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