Is there a way to see if an item is in stock when creating a quote? You can do it from a sales order, but not from what we have found for a quote.
Was also wondering about weight. We use that to quote freight, but that too is not available from the quote.
One idea was to create a 2nd quote form that is used internally. Then add available inventory as well as weight from the other tables to the quote form. Has anyone tried to do it that way?
Hello,
By Default, the Sales Quotes screen on the CRM Module does not display the weights or the quantity available. This is strictly a quote, until this quote is converted to an order.
If you want to use the function of seeing the inventory on hand, you would need to use the QT order types in the Sales Order module, the downside to this is you would lose the visibility of everything else CRM provides.
I guess what is the use case on a quote for wanting to see what inventory is on hand? If it is a quote. Easy workaround would be do have a second tab open with for example the Inventory Summary/Storage Summary screen to check inventory levels.
Hope this clarifies
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