It appears the quote screen within opportunities is not the same as it lives within the CRM. When we quote a customer we also quote freight. How do we do this within opportunities/quotes?
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How do you quote shipping under Opportunity/Quotes?
Best answer by Kandy Beatty
HI
How are charging the freight? Or quoting it? Could you create a stock item FREIGHT and use that?
There is an idea that you could vote for on the Community to add Shop for Rates on Quotes in CRM:
1 person likes this
+16HI
How are charging the freight? Or quoting it? Could you create a stock item FREIGHT and use that?
There is an idea that you could vote for on the Community to add Shop for Rates on Quotes in CRM:
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
1 person likes this
Thanks for the quick reply
That actually could work for now, but the one missing piece we need in order to quote the amount of freight is the item weights or the weight of the entire order. We then use this information to quote via motor freight service like Fedex. Is there a way to add the weight field to the line item grid within sales quotes?
+16HI
There is nothing out of the box right now. You would need a customization for that.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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