It is the extended version of the module ‘Add Multiple Products to Quotation’. Now salesman can add multiple products to sale quotation much easier than ever with new features.
The module will assist the salesperson in seamless searching of the product and adding that particular product to the quotation/sale order without navigating back to the quotation. The salesman can simply add multiple products to the opened quotation with or without changing their price or the quantity.It also shows the previous sales history of the selected product via choosing the from date of the sale history and sequence limit on the fly. The module thus helps in saving the time of your sales team and the customer.
A smart button in sale quotation form view to select multiple products directly to the
Shows every product in Kanban, List and Form view.
Two buttons enabling the adding of product directly to quotation or via changing price
Provisions to add product details like price, quantity etc from the product menu itself.
Shows sales history of the selected product in the wizard window.
Option to change sales history date and sequence on the fly.
Selection of multiple products at a time.
Reducing the time and improving efficiency.
A smart button named “Add Products” will appear in sale quotation form.
Once the salesman clicks on the button, a kanban view of the products will be displayed.
There are two options in the kanban view.
- Press Add to Quotation to add the product directly to the quotation with one quantity and default price.
- Press Change Quantity to add the product to the quotation via changing price and quantity. A wizard window will appear in the screen to change price and quantity.
The wizard window also shows the previous sale history of the selected product
- You can choose the from date of the previous sale history.
- You can decide how many rows (sequence) of sale history should be shown.
You get the same feature in the list (tree) view also.
- A plus icon to add the product directly to the quotation with one quantity and default price.
- A list icon to add the product to the quotation via changing price and quantity. A wizard window will appear in the screen to change price and quantity.
Once the salesman clicks on a product, a form view of that product will be displayed.
- Press the button “Add to Quotation>” to add the product directly to the quotation.
- Press the list icon to add the product to the quotation by changing price and quantity.
Selected products will be inserted to the order line of opened quotation.
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