Improvement for products on quotes and invoices

Improvement for products on quotes and invoices

1 October 2020

We’ve just improved our support for products on quotes and invoices. You can now modify your products on a document without affecting the product database.

Of course, you still have the option to modify your products in the database directly from the document using the contextual menu for the line in question.

What’s more, at any time, you can reset the value of a field back to the value in the product database.

The fields with this option are:

  • name
  • price
  • discount
  • unit
  • description

Related article in the knowledge base:

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Two new roles for salespeople

We’ve just added two new roles allowing you to assign users as salespeople.

The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.