Merge Sale Orders
This module useful to Merge Sale Orders. Some time required to make a single quote from the multi quotation. This module helps the user to merge quotations as well as many more options. easy and quick solution to make a new quotation or replace existing quotation.
Features
It shows on-hand quantity in wizard.
You can subtract selected record's line quantity in wizard.
Easy to merge quotation or sale orders.
Various options provided in merge order popup.
1) customer (customer option useful if multi customers quotation selected than you can choose in the popup. we have not restricted similar customers in this module. you can select any multi quotations and merge for any single customer.)
2) sale order (sale order option useful if you want to merge selected quotation in any specific quotation than you can choose that sale order also in the wizard. so this feature is very useful if you want to merge multi quotations in any existing quotation. if you leave blank then it will consider as a new quotation).
3) merge type (merge type option useful to give action for selected quotation whether you want to cancel, remove or keep as it is).
When merging sale orders, you can merge chatter as well.New
Version
- New Added Merge Chatter Functionality When Merging Sales Orders.
- New On-hand Quantity Field Added In Wizard.
- New Configuration Added To Subtract Selected Record's Line Quantity In Wizard.
- New Section-wise merge sale orders.
- New Each section can have any number of notes.
- New Merge sale orders in the "Quotation Sent" state.
- Fixed Minor Bug Fixed
- Initial Release
v 14.0.7
Here, is the list view of the Quotation orders.
Select the Quotation orders. After that, Click on the " Merge Sale Orders" option.
After that "Merge Sale Orders" wizard will appear.
Enable "Is Merge Chatter Message" option.
Click on the "MERGE" button.
Here, you can see the new Quotation orders shown in tree view.
Click on that Quotation order.
After that you can see the merge chatter message of the Quotation orders history in the chatter of the new created Quotation order form view.
v 14.0.6
On-hand qty in wizard.
v 14.0.5
Enable "Subtract Merged Quantity".
Select two or more quotation/so and click merge sale orders.
So it opens merge sale order wizard with all records quantity.
You can subtract qty from this wizard.
Created order list view.
New generated sale order looks like below.
Old quotation with remaining quantity.
Old quotation with remaining quantity.
If you try to add qty more than order line qty then alert occurs.
v 14.0.3
Our sale order/quotation in the "Quotation Sent" State.
Our other sale order/quotation in the "Quotation" State.
Now we merge sale order/quotation that state is the "Quotation" & "Quotation Sent" State.
In Merge Sale Orders wizard, Select customer and if you want to create new sale order then don't select sale order. if you want to merge in existing sale order then select sale order. and choose cancel, remove or do nothing options.if you choose cancel then other sale orders cancelled, if you choose remove then other sale orders deleted and if you choose do nothing then other sale orders stay as it is..
Merge sale order with selected option, list view of new and cancelled sale order.
New generated sale order looks like below.
It shows an alert if your selected sale order/quotation that state is not the "Quotation" & "Quotation Sent" State.
It shows an alert if you try to merge a single sale order/quotation.
v 14.0.1
Quotation (SO021) with one order line.
Quotation (SO020) with one order line.
Select Two or More Quotation and click Merge Sale Orders
In Merge Sale Orders wizard, Select customer and if you want to create new sale order then don't select sale order. if you want to merge in existing sale order then select sale order. and choose cancel, remove or do nothing options.if you choose cancel then other sale orders cancelled, if you choose remove then other sale orders deleted and if you choose do nothing then other sale orders stay as it is..
new and cancelled sale order shown in tree view.
New generated sale order looks like below.
Error Message gived if your select any sale order which are not in Quotation State.
Error Message gived if you select only one Quotation.
