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Categories Cin7 Core
Created by Guest
Created on Aug 23, 2022

Service Sales Quote required in Prospect for DEAR

We have a requirement for Quotes - Our Service Dept needs to be able to create a Service Sales Quote from within Prospect. This option is available in DEAR however only Simple/Advanced Sales Quotes is allowed in Prospect.

The main difference is that Service Sales Quotes are used for orders without stock items (i.e. orders of services only).

Please see link for further info - https://support.dearsystems.com/support/solutions/articles/11000072698-service-sale

The issue we have is that the Accounts Dept has to manually go in DEAR and change the Simple Sales Quote for Services items into a Services Sale.



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