You can copy existing quotes in Business Hub. This feature allows you to quickly create quotes for previously ordered products.
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To copy a quote:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes.
- Click View to load the quote you want to copy.
You can also click anywhere within a row to load the quote, except on the customer name. Clicking on the customer name loads the customer record.
- Click on Copy Quote.
A Copying Quote progress popup will be displayed.
When copying is complete, a message will be displayed informing of the number of products reordered. If products have become unavailable since the original quote was created, a warning message will be displayed informing of this and indicating the number of products that cannot be reordered.
- Click OK.
When copying a quote, any price overrides that were applied to line items in the original quote will be maintained in the new quote.