Quote to PO?

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  • vvlada
    Junior Member
    • Jan 2017
    • 17

    Quote to PO?

    How can I covert Quote to PO (Purchase Order)?

    or

    How can I add items from Quote to PO when I add Quote to PO (with enabled relationship) using Workflows?

    Thanks!

    Vladimir
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Quote is for selling. Purchase Order is for purchasing. There's no ability to convert Quote to PO by design.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • vvlada
      Junior Member
      • Jan 2017
      • 17

      #3
      We are resellers and when someone confirm quote usually we create PO for vendor/distributor with same items, that is why I asked.

      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        It's a legit use case. I'd recommend using workflows with the manual trigger. Maybe someone can help more detail, I'm extremely busy with work these days.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

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