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  • Warning in quote/order entry if the cost is higher than the sell price on a line item or total

    Hello, I was wondering if there was a warning or notification that would pop up in the event a sell price is lower than a cost on a line item or total in a quote or order entry? Maybe something that comes up after a line is entered, before any quote…

  • Sage Portal (Order/quote in CRM) v/s Web Screens

    Hi, I have one server where I have installed Sage 300 2016, Sage CRM 7.2 SP2.1 and Sage Web Screens. Now I cannot install the Sage Portal when I have installed Sage Web Screens. Sage CRM "New Order" and "New Quote" use the Sage 300 Portal (Sage 300…

  • Flag old quotes as "Completed" for each line item

    FormerMember
    FormerMember
    Is there a way to set each line item in a quote as "completed"? I can do this with regular orders by zeroing out the quantities and then double clicking on "Completed" to change from "No" to "Yes". The reason for doing this is to keep the original record…

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