When using the "WRITE-IN" feature of adding products to an opportunity, then converting the opportunity to a WORK ORDER, none of the WRITE-IN products appear on the work order, only "price list" items appear. We regularly add items "on the fly" to opportunities (our version of a quote) then get approval, then convert the opportunity to a work order, only to learn that write-in products don't copy over to a work order, and therefore not to an invoice. So now we have to add "one-off" products to a pricelist every time. An option to have this work would be helpful. We are working on trying to create a flow to overcome this or adding a MISC product to our pricelists then attempt to change the descriptions as needed, but so far, no luck.

Category: Work order