Copying and merging offers

Updated 19.03.2024

For all users that use sales offers, we added a new functionality - copying multiple offers into one (merged) offer.

In the sales offers list, select multiple offers (of either the same or different customer) and click on Copy as shown below:


2016-04-08_13-20-35.png



In the case of copying multiple offers of the same customer (the example above), he/she will also be copied, since copying multiple customers, consequently leads to creating a merged offer with no customer being selected.


After the offers were copied, the new (merged) offer will contain all the products belonging to previously selected offers, as shown below:



2016-04-08_13-21-06.png



This functionality will make the workflow easier for everyone who creates the offers for customers for individual sets with them willing to have a merged offer instead, for the whole project.



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