a year ago
Update cost/price values for Quote items added from Catalogue
We added the possibility of updating prices and input values for Quote’s items added from the Catalogue. This is beneficial when item Unit Cost/Unit Price are updated in Stock after adding the item to the Quote, and the user wants to use the latest values on the Quote. It’s also possible to update item input values using the same pattern.
Business case:
- Quote #1 was created in 2022, item “Project Manager” was added from Catalogue with a Unit Net Cost of £1000.
- In 2023, product “Project Manager” gets updated by user in Catalogue and new Unit Cost is £1500.
- Quote #1 was duplicated into Quote #2 in 2024. Originally there was item Unit Net Cost of £1000, however the new functionality allows to update all items’ (added from Stock) prices. So the new rate of £1500 for item “Project Manager” is applied for Quote #2 automatically.
⚠ To enable such calculation automations on your quotes, please contact Archdesk Support Team.