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When converting a sales quote from the CRM to a sales order, branch is not correct

  • 29 March 2023
  • 5 replies
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Userlevel 4
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Good morning!

When i convert a sales quote int he CRM to a sales order, it assigns the wrong branch. Is there a setting somewhere that i can manage this through? 

the sales quote in the CRM does not have the option to choose a branch so when it is converted i guess it just automatically defaults to our ABC branch? 

I feel like i am just missing a setting somewhere but i have looked and can not figure out where it would be. Any help is much appreciated :)

 

Thanks in advance! 

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Best answer by aaghaei 29 March 2023, 16:33

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Userlevel 7
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It defaults to the branch is currently logged in by the user and active

Userlevel 7
Badge +12

Hi @stacy16 

Branch info is coming from financial tab 

Please change the branch info and check the sales order created?

I changed the branch 

 

Userlevel 4
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Okay that makes sense! Thank you so much! 

Userlevel 4
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@manikantad18 the branch on the financial tab is set to the correct branch.. when it is converted it does not convert according to that tab :/

Userlevel 4
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@manikantad18 i found it… the branch int he opportinity was set to the incorrect branch! 

Thank you so much for your help! 

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