27

Sales Quotation from B2B Ecommerce

Add the ability to create a sales quotation from the eCommerce (b2b) site. This would allow customer to generation sales quotation and monitor the lifecycle of the sales quote from the ecommerce platform. A notification to the Sales Representatives would be triggered for them to review the sal...

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3 Comments

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Category: Quote operations (6)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for this idea. It is high on our priority list. Will keep this idea posted as this get approved for development.

17

Quote request from an B2B Commerce online store

When using an online store in Commerce, users (in fact : Customers) can create a cart, checkout it to create a Customer order in CSU (and Headquarter).

But, the online store of CSU does not allow to create a Quotation request from online.


For a B2B purpose, it is common ...

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0 Comments

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Category: Quote operations (6)

STATUS DETAILS
Declined
Ideas Administrator

This is a duplicate of the below idea. Please continue voting using the below link:

https://experience.dynamics.com/ideas/idea/?ideaid=0486ef95-3b59-ed11-a76e-0003ff45d470

 

12

Sending Quotation email receipts from Retail POS

we cannot mail the Quotation receipt from POS, not even from show journal. The idea here is to enable the mail option for quotation receipt. Mail receipt option is available for Sales and Customers Order receipt.

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0 Comments

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Category: Quote operations (6)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your valuable feedback. We will evaluate your request and based on feedback from customers & partners may include this in our planning process as as to slot this into a Release

6

Enable Coupons functionality on Sales Order Quotes created in Call center

When Call center user login to F&O and creates a Sales Order Quote, user should be given with applying Retail coupons on Quotes same like Sales order and send the coupon applied quote to customer for further process. This is a request from one of our client they want same functionality of coupons...

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0 Comments

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Category: Quote operations (6)

STATUS DETAILS
Needs Votes
5

Support product attributes in sales quotations (like in sales orders)

It is possible to extend the POS(call center to handle attributes in a sales order. Related docs article regarding this particular feature: https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/dev-itpro/order-attributes Unfortuantely those retail attributes are not available f...

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2 Comments

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Category: Quote operations (6)

STATUS DETAILS
Declined
Ideas Administrator

Closing the idea due to lack of votes.

1

Ability to create/save a quote with a coupon attached using Microsoft Dynamics POS

Currently, in Microsoft Modern POS we are unable to save/create a quote if there is a coupon attached. The error is 'Coupons are not supported on sales quotations.


We would like the ability in Microsoft Modern POS to create a quote with a coupon attached.

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0 Comments

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Category: Quote operations (6)

STATUS DETAILS
Needs Votes