Name of Feature/Request: When Copying a Sales Order have the option to Copy “Order Name”, “Customer and Location Information”, Copy “Pricing Information”
What financial, time savings, or quality of life improvements will occur from this: When Copying a Sales Order have the same options as creating a template to not copy pricing and have it update | Frequency: Daily | The hearth industry has price updates about every quarter so customers will request a quote but can often wait for a long time before they are ready to move forward. So when the customer is ready they want to copy the Expired Sales order and just get the Pricing update.
Attempted Solutions So Far: After Copying the Sales Order change the customer account. This will prompt for the pricing to update click yes.
Change the Customer Account back to the original Customer account and keep the updated pricing.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Added by System as Task Type was changed
Request Overview - To be filled out by Striven Team
Result: New Task - Enhancement Request | Previously accomplished: After Copying the Sales Order change the Customer account to a Different account and then change it back.
StrivenID: 4835994