SOP: Quick Swap Button in Sales Order/Quote
Objective
To efficiently change the model number of a line in a sales order or quote using the Quick Swap button in the Fast Action section.
Key Steps
Locate the Quick Swap button in the Fast Action section of the sales order or quote.
Press the Quick Swap button to change the model number of the line.
Enter the new model number that you want to swap to.
Click on the Swap button to apply the model number change.
Remember to adjust the pricing accordingly to reflect any changes in the model.
After making changes, always remember to hit the Save Quote button to save your modifications.
Cautionary Notes
The Quick Swap feature only changes the model number, not the pricing.
Ensure to adjust the pricing manually if there are any changes in the model.
Saving the quote is crucial after making any modifications.
Tips for Efficiency
Familiarize yourself with the location of the Quick Swap button for quick access.
Double-check the model number and pricing changes before saving the quote.
Regularly save your progress to avoid losing any modifications.