Navigating between related sales requests, quotes & orders

Owned by Dominik Lindenberger
Last updated: May 28, 2021 by Waldo (Unlicensed)
1 min read

You can easily keep track of which request, quote or order come from or relates to in the user panel. These links can also be used to navigate through the history & versions of an order, request or quote.

Depending on the relationship between the different sales transactions, you will see a different tree.

  • If you created an order without a preceding request or quote, the navigation tree looks simple:

  • If you created a quote from a previous ordered quote: