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Joan Munto

Quote customisation

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Hi!


I'm working with Quotes in Sage CRM, and I need some customisation. We work with some third company products, and add some markup (%) to this products. The problem is that we can't create each product as a preloaded product in the product section (manage data). We need to enter each product as a "New free text element".

Can I have Free text element looking like this?:

Description - Provider price - Markup - Price with markup - quantity - total price

And, is it possible to make this automatic? So when I write the provider price, markup and quantity, Sage CRM makes the totals


Any idea of what do I have to do?

Thanks!!

  • 0

    Hi,

    I know it is a bit late but we have a similar situation, I had extra information needed on free text quote items as well but it was on a Sage 200 CRM so I had to also get it to synch across to Sage 200.

    I added the extra fields to the Quote entity, then customised the free text item entry screen adding the extra fields I needed to the screen. These Extra fields wouldn't have been synch to sage 200 so I put javascript on each fields on change event to add the value to the Description field e.g.:

    if(quit_custprice.value !='')

    {

    quit_description.value += ' Customer Price: ' + quit_custprice.value

    }

*Community Hub is the new name for Sage City