Friday 7 July 2023

Quote EDI

121. Quote EDI

(Allow for quotes to come in via Electronic Data  Interchange)

We will provide a screen where users can upload CSV file and convert to Quote.


Choose file and upload


System will create Opportunity and Quote. It will redirect to a page where you can update cost and price for items.





Click on Save Prices and go to the quote page after updating prices. 




It will redirect to the Quote detail page.