Product documentation
In This Topic
    Show all sales order lines / all quotation lines
    In This Topic

    In some cases, you may need to view all quotation or sales lines for a specific customer or prospect. To make it easier to access this information, two dedicated overviews have been added:

    All quotation lines

    Accounts receivable > Customers > All customers > tab Sell, Related information > Quotation > All quotation lines
    Sales and marketing > Customers > All customers > tab Sell, Related information > Quotation > All quotation lines
    Sales and marketing > Relationships > Prospects > All prospects > tab Sell, Related information > Quotation > All quotation lines
    Counter sales - HSO > Orders > Customer service tab Customer, Related information > Quotation > All quotation lines
    Retail and Commerce > Customers > Customer service tab Customer, Related information > Quotation > All quotation lines

    All order lines

    Accounts receivable > Customers > All customers > tab Sell, Related information > Orders > All order lines
    Sales and marketing > Customers > All customers > tab Sell, Related information > Orders > All order lines
    Counter sales - HSO > Orders > Customer service tab Customer, Related information > Orders > All order lines
    Retail and Commerce > Customers > Customer service tab Customer, Related information > Orders > All order lines