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1 Odgovori
2569 Prikazi

I've been looking for a way to internally name a sales order or quotation, but it seems that there's no such way. I have a lot of quotations regarding the same customer, with similar total prices, so it becomes hard to find the particular quotation that I need. I found a (tag_ID) bar in the quotation sorting bar, but I cant find a way how to add the tag to the actual quotation. Did any of you solve such a problem? 

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Best Answer

Hello, may be you can use the 'Customer Reference' (client_order_id) if your custemer has a unique identifier for each order, or you can generate that reference yourself.


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