Quick Transactions
-Auto-detects product, free text or comment -lines dependant on information entered
-Supports product searching on name and code
-Allows line re-ordering via drag and drop
-Compatible with Qnect 50/200
Quick Transactions
Nick Rainbird • May 21, 2024
Generate quick quotes and orders all from a single screen. Sage CRM facilitates this process by enabling users to create a quote or order header, and then add individual lines using options such as 'Add new product,' 'free text,' or 'comment line.' However, each line opens in a new panel, which can be time-consuming.
To streamline this process, the Quick Transactions, a Qmulus Sage CRM add-on allows you to create and edit quotes and orders quickly and efficiently within one unified screen.
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