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Cannot convert Quote to Sale

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Cannot convert Quote to Sale
Answer
5/14/18 11:53 PM

Hi,

My client is using iVend 6.5.5. We have disabled the option to support multiple transaction types. After this, they are unable to convert a quotation to sale in POS. I have confirmed this on my test environment. I have disabled this optionin Enterprise config, created a quotation and tried to convert it to a sale and I was unable to. I then closed down POS, enabled the setting again and started POS up again. After this, I was able to convert the quotation to sale.

 

Does anybody have any insight on this?


RE: Cannot convert Quote to Sale
Answer
5/16/18 7:57 PM as a reply to Eddie Willcox.

Hello Eddie

We did not get the question here. Please explain the issue.

Regards,


RE: Cannot convert Quote to Sale
Answer
5/16/18 8:15 PM as a reply to Umesh Bansal.

Hi Umesh,

I have reported this to support and they have been able to replicate the same in their environment.

Basically POS does not allow me to convert a quotation to sale if "Support Multiple Transaction Type Mode" is not enabled in Enterprise settings. As soon as this setting is enabled, POS allows me to convert quote to sale. I have not tested this in update 6 yet as I have been unable to download update 6 until now.