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Sales Quotes - Add support for Freight Charges and Alternate IDs

The new opportunity sales quote is great but lacking some important features that are available from the Sales Order QT order type, like support for Alternate IDs and Freight Charges. This functionality should be replicated in the Sales Quote as Alternate IDs should be supported wherever and item number can be entered and for several clients it is important to have freight costs as part of the quote and have it calculate using the same criteria as in the Sales Order.

  • Kevin Gartly
  • Dec 14 2018
  • Future consideration
  • Attach files
  • Jeffrey Patch commented
    November 06, 2019 06:45



    Let me also add some features for that are common in other erp systems and normal quotes would be good:

    - Ability to reorder lines

    - subtotals rows

    - comment rows

    - alternate rows

  • Jeffrey Patch commented
    November 13, 2019 08:26

    Further to your suggestion, it would be great if you do the following:

    - reorder of the rows just like in Sales Order Quotes

    - support for sub totals - this is a common request.   Good to have this in both Opportunity quotes and Sales Order Quotes

    - support for description rows

    - support for alternate products.  e.g.  present the quote for a set of products but also provide a alternate set of products - example: you request the XYZ model pump, but please also consider the ABC pump.