We use a Sales Order Type with Automation Behavior = ‘Quote’ for quoting Parts and Service inquiries. We would like to start using this functionality for quoting used product that we take in on trade. These used products have many Lot/Serial Attributes (we use the GitHub customization) that define Year, Make, Model, VIN, Color, Specs, etc. that we would like to display on the Printed Quote for the customer. However, it appears you cannot allocate a serial number to a Sales Order with Automation Behavior ‘Quote’ (in order to get those attributes to display on the Printed Quote, you would have to allocate the serial number to the document first). You can only allocate to Sales Orders with Automation Behavior ‘Sales Order’ based on my testing. Does anyone have a creative solution?
Question
Allocate Serial Number to Quote
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.