Separate Configurations per Quote Type

Each quote type can be configured to have different:

  • Tables where the custom logics are configured for running on header/line items.

  • Tables where data (such as cost, discount, configurations, etc.) are read from.

Pre-requisites

  • The tables should be cloned/created manually before starting the wizard.

  • Quote Type should be selected in Step 1.

  • After the quote type is selected, click the Configure button, a new page will show and allow you to configure where to read the configuration and other data tables.

Separate Quote Configuration

Select the PP table that should store all other table names that are used by your quote.

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Separate Data

Select the PP table that should store all default modules configurations that are used by your quote.

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Apply Your Changes

Once you have all data selected, you need to click the Apply button to store your selections in the system.

If you click the Back button, you go back to the main screen and the current changes on the screen are ignored.