Robot Requirement

Robot Requirement

Price Request


10-Sep-2024
  • Add Manage Price Request in Sales Menu
       1. In owner, load only the current user along with Team
  • In Existing Add Price Request below Changes required from both ( Sales and Purchase menu)
    1. Currently Items are requested in Remarks.To avoid this, Item List can be given
    2. Columns Required in multi entry (ItemName (textbox),Quantity (int), Price (Read Only  in sales),                                     Comments (Read Only in sales )
    3. In Purchase, Price Value and comments will be updated
Feature: Price Request Integration in Sale Lead
  1. Add Option to Raise Price Request
    • Implement an option within the Sale Lead module to allow users to raise a price request.
  2. Support for Multiple Price Requests
    • Enable the addition of multiple price requests associated with a single Sale Lead.
  3. Category Selection
    • Restrict the category selection to a single entry (remove the multi-entry option).Capture Lead Id in price request
  4. Streamline Form Fields
    • Remove the fields for Item Group and Item Name from the price request form.
  5. Link Price Requests to Lead
    • Capture and associate the price request IDs with the corresponding Sale Lead.
  6. Price Request Tab in Lead Details
    • Add a new tab in the Sale Lead details view to display all associated price requests.