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Duplicate Quotes option

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  • Duplicate Quotes option

    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,

  • #2
    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
    Code:
    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
    Code:
    number = numberA;
    Attached Files
    Last edited by victor; 08-26-2022, 09:33 AM. Reason: The easiest option

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    • #3
      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.

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