I was recently connected with a client and they conveyed their frustration with the current limitations of how items on quotes in Sales CQ are transferred to Order Entry as orders.

When they create a quote for a new customer it often contains a couple dozen items. The customer will then order 2 or 3 items from that quote so it is transferred from Sales CQ to Order Entry so the pricing that was quoted for this customer is accurate. There is currently no way for them to select only the details the customer is purchasing at this time off the quote to transfer to Order Entry, it is all or nothing. This is a problem when they go to print the invoice it ends up being 4-6 pages for only 2 or 3 items because all of the items on the original quote print. They say this is not a big deal when there are only a dozen items on the quote and there are some instances where they do want to show all the details. But for the most part they would like to only print the details that are being shipped and therefore invoiced. There are plenty of items that they will quote on that they will never sell to that customer, so it is cumbersome for those items to appear on the invoice.

What they would like is the ability to select which items are to be transferred from the quote in Sales CQ to the order in Order Entry. I have been told that this has been requested before but they are still waiting for a change. This will allow them to only choose items off the quote that the customer is actually going to purchase. Deleting the line items off the sales order is not a solution due to the volume of items on the quote and the volume of orders they process.

Thanks,
Lauren