I have tried copying a Quotation into another one with no avail.
This is my business scenario:
I want to be able to keep an history - quotation by quotation until I confirm the final one with my customer.
So again each time the customer phones me in and ask for a quote on various items or services I want to be able to record that data so that when he decided to confirm or infirm the quotation that will later becomes a sales order, I have an history.
That history will also help me to an extend forecasts certain trends in the system.
So I want to achieve the following things:
1- Keep a scroll down quotation history until final confirmation for tracking purposes.
2- Define a QT reason if possible in case the customer decides for example to buy from the competitor.
- So QT reason could be: "Better deal with competitor" or else.
I haven't used copy control as yet, could anyone help me set this up?
Thanks for your input