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It is too easy to accidentally either click the SAVE or close (and save) a quotation which converts it to a sales order when the desired operation is to just save the quotation and leave it as a quotation. Often quotations need to be amended because the customer's needs have changed or additional items need to be added. Accidentally saving as a sales order means that the sales order has to be cancelled and a quotation recreated.
A pop up window asking to confirm that the quotation should be converted to a sales order would save unnecessary work and stress for customer facing staff.
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What is the workaround for the problem today?
Cancel sales order and recreate quotation. |
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| Your Designation/Role | Manager |
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