Sales Orders: Quoted_Items + items in another subform -> into Ordered_Items ?
hello,
When creating Sales Orders, is it posible to inherit/fill the Ordered_Items with all the items from Quoted_Items + all the items from a customized subform with similar fields?
Since you can create a sales order in different ways (convert, new - from the quote, new - from the create order button in the view) I suppose that it would be a challenge (or maybe not possible) to implement something that can cover all the scenarios, but it would be great if at least is posible using different tools according to the case.
I'm new to Zoho CRM, I'll appreciate some guidance on the real possibility to achieve this (and which would be the approach/strategy) so I don't commit to a useless effort.
Thanks in advance!!!
Topic Participants
Ruben Benito
Ishwarya SG
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