Quote to PO?

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  • vvlada
    Junior Member
    • Jan 2017
    • 17

    #1

    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
    EspoCRM product developer
    • Mar 2014
    • 9594

    #2
    Quote is for selling. Purchase Order is for purchasing. There's no ability to convert Quote to PO by design.

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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
        EspoCRM product developer
        • Mar 2014
        • 9594

        #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.

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