|
|
|
||
|
|
|
||
Users can copy and paste line items within a quote and paste it in another quote.
1. Login into COMPAS with valid credentials
2. Create a new quote or open an existing quote
Create new quote - .png)
Open existing quote - .png){kind=small}
3. Make the quote as editing "ON" .png){kind=small}
4. Go to the Cart view of a quote.
5. Select a line(s) needed to be copied (Select a line enables the "copy" icon)
.png)
.png)
6. Click on "copy" as highlighted in the above image.
7. On doing so, the paste icon gets enabled. (No longer grayed out). Also, a pop up notifies the user that the selected line items is copied.
.png)
8. Now the user can paste the copied line items
a) into the same quote multiple times [copy is enabled until delete of line item action is triggered]
b) into another quote. (when going to another quote the "paste" icon will be enabled when the editing is "ON")
