Liv3
3 years agoExperienced User
Would be great if you could allow user access for sales staff to produce quotes only and not invoices. This avoids them accidently creating an invoice. Would be simple enough to do. Under the user access for sales like you have with 'read only' you can have an option for 'quote only' and when the salesman selects 'Enter sales' it would select Sales type: Quote and does not allow them to record it as an invoice.
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