Is there any way to reference a credit memo in a quote?
We are offering a “credit” for a trade in stock item and want to be able to show that credit on the quote.
Any ideas?
Thanks in advance!
adding a credit memo to a quote
Userlevel 4
+1
Userlevel 3
Hi Stacy,
We have done this in the past by using a separate non-stock line item for the credit with a negative unit price. This will deduct the credit item amount from the quote total.
Userlevel 4
+1
Hi
The problem with that is it throws off our Misc. total that we are showing on the quote :(
We dont want it to show that way on the form to the customer :/
Userlevel 3
Could you add the discount as an actual discount code on the same line as the item? This would deduct the discount amount from the Line Total above.
Userlevel 7
Hi
Userlevel 4
+1
Hi
Not really.. I just ended up removing some of the totals that the customer sees from the form.. i still do not have a good solution yet :/
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