Hi,
Is it correct that the cost that is showing in the sales quotation, is not linked with the cost of the connected estimate?
This is the flow:
I start a sales quotation. I add a sales quotation line with a certain part that I want to modify. I select the line, and create an estimate. In the Estimate, I do my thing, change the part, add a markup, calculate and confirm. Afterwards, I update the connected objects. The new sales price is now shown in the sales quotation line.
However, as I now have a new cost for my product (from the estimate), I would like it to be seen in the sales quotation as well. The info is in the estimate, with the margin calculation and everything, however in the sales quotation I still have the ‘old’ cost, from the original part.
Is there something I need to do extra to have the ‘new’ cost? It’s important as my margin calculation is also not correct.
