Notifications
Announcements
No record found.
Hi,+
Can we create Purchase Quote and Sales Quote without using Vendor Card and Customer card?
The system does not allow you to create a Sales Quote or a Purchase Quote without selecting the Customer, Vendor for the document. You can select a contact in both documents, but Customer/Vendor is mandatory.
Yes you can, you can use contact and during conversion to Order there will be a prompt to create the customer . The customer created will be based on information on contact.
Check below post for more detail :
www.olofsimren.com/.../
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
OussamaSabbouh 2,577
YUN ZHU 888 Super User 2025 Season 2
Jainam M. Kothari 778 Super User 2025 Season 2
