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Currently, there is no way to track or report on individual sales quotation lines within the system. This means companies cannot accurately track what material is being consistently quoted to certain prospects/customers, they cannot track specific quantities of products being quoted, and they cannot track the volume of quote lines that are yet to be converted to orders to view what is in the pipeline. Additionally, we are not able to track win/loss at a quotation line level. This prevents visibility into what was quoted historically, even through the material was never successfully ordered. This information will help drive selling/quoting strategies to win these quotes in the future.
Similar to the Open sales order lines form, there should also exist an Open sales quotation line form. This would allow desired visibility into the above.
Similar to the Open sales order lines form, there should also exist an Open sales quotation line form. This would allow desired visibility into the above.
STATUS DETAILS
Declined
Administrator
Appreciate you taking the time to feedback. As this item has not received any We however do not have any plans to provide this support for SCM Sales and Marketing.