Duplicate Quotes option

[crisztina]

Hi,

When you edit a quote, you have the option to duplicate it, but it does stay with the same quote number. Is there a way I can get a new number?

Thanks,

[victor]

Hi crisztina,

1. - go to Administration -> Entity -> Manager -> Quote -> Fields and create field with type Number (auto-increment) then (screenshot 1):

• a. type Number;
• b. your Prefix (by default is Q-);
• c. your next number (To match the system next number with your custom number, you need to check it against the value of the numberA field (screenshot 2)).

2. In Administration -> Entity --> Manager -> Quote -> Formula you put

number = plus1toquote;

Where plus1toquote is an attribute of your custom field.

3. Display this field in the Layout Manager.

An example of the successful operation of this solution on screenshot 3

The easiest option is to use the formula

number = numberA;

[espcrm]

I don't personally have the quote extension (Sales Pack)... but wouldn't the number increase +1 when you save it after you duplicate it? At the initially Duplicate stage, it remain the same due to a 'refreshing' issue only... or am I wrong and you should report this as a bug.