2 weeks ago
Group Purchase Order Items by Quote Section
Purchase Orders created from a Quote can now be grouped by Quote Section, so the Purchase Order reflects the same structure as the Quote it came from.
- Group Purchase Order items by Quote Section, keeping the original section hierarchy and nesting intact
- Items with no Quote Section are grouped separately under "No Section" instead of being mixed in
- New items can only be added within the "No section" group
- Drag and drop isn't available while items are grouped by Quote Section
Seeing the Purchase Order laid out the same way as the original Quote makes it much easier to compare the two, without cross-referencing items line by line.
⚠️ The None and CBS grouping options have moved — they're now part of the same Group by selector as Quote Section.