Hi, is it possible, once you made a sales offer and confirmed it to an order, to copy them at once to different tasks in project?
Thanks!
Hi, is it possible, once you made a sales offer and confirmed it to an order, to copy them at once to different tasks in project?
Thanks!
Hi,
This is possible if the product sold is declared as a “Service” product type. In the “Create on Order” field on the product, you can then select whether a task, a project or a project including a task should be created when an offer is confirmed.
Regards,
Chris Dominiak (Intero Technologies GmbH)
Please check this out. Here explaining the concept while creating sales order.
أنشئ حساباً اليوم لتستمتع بالخصائص الحصرية، وتفاعل مع مجتمعنا الرائع!
تسجيل| المنشورات ذات الصلة | الردود | أدوات العرض | النشاط | |
|---|---|---|---|---|
|
1
نوفمبر 24
|
3306 | |||
|
1
يوليو 25
|
4752 | |||
|
1
أكتوبر 24
|
2837 | |||
|
0
مارس 23
|
3424 | |||
|
1
ديسمبر 21
|
7184 |
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