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Product Suggestions
Status Shipped
Created by Anthony Clarke
Created on Apr 26, 2018

Description Only products

One of our customers on version 6 has highlighted they use description only product lines when making quotes for customers. They need the description only product line rather than making a product called description and using that instead because they use these products to ensure the order does not get pushed through until they have created the product.

  • ADMIN RESPONSE
    Mar 21, 2019

    An updated has been released to allow users to add custom quote lines with a description only. Configuration is required to specify a product to represent the line to calculate VAT etc. correctly; this is a system setting within the CRM.

    This feature is supported by all our out-of-the-box integrations (Unleashed, Xero, Exchequer, Access Dimensions, Sage 50 and Pegasus Opera)

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