Outside Sales PLT : How to generate Submittal Package for selected line items?

  1. Create a Project 

2. Add Products to the Quote

3. If users wants only specific lines to show up in the Submittal Package, select the lines from the Quote and click on Submittal Package 

4. Click on view to generate the Submittal Package for selected line items


Article ID: 4258
Last updated: 04 Aug, 2020
Revision: 1
Learning_Track -> Outside Sales PLT : How to generate Submittal Package for selected line items?
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