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Hi! We may start to use the quotes function. Then I got this question from sales: How can I track the old quotes with a special item? The quotes is removed if you use the Make order function. And even if I enable the automatic archive function, is it possible to search for an item? There is no “archived quote lines” page, is it?
Hi, Yes, that's the standard as far as I know. Sales Quote Archive contains Links and Notes, but no Attachments....This also has to be customized if needed and is slightly more complicated.
Hope this helps.
Thanks.
ZHU
Thanks that it what I need. Maybe we have to add a bookmark to the Sales line archives page.
Another thing that occurred to me when I was looking into this is that the you seem to loose the attachments when you archive a document. Is that so? Is there away around it? I have thought we have all information saved in the archive of blanket orders.
Hi, If you only need to check it temporarily, you can use the following method. If you need to use it all the time, it is recommended to make a small customization to display this page.
Hope this helps.
Thanks.
ZHU
It will archive lines also.
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