Creating a Quote or Activity from Inventory

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  • Selecting one or multiple Stock Units from Inventory search results shows additional options above the list.
  • Choose the [+] option to create any activity with these selected Stock Units linked.
    • You can link up to 20 Stock units to an activity i.e. a sales call or opportunity

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Choose the [Quote] option to go straight to quote.
You will need to enter an Account by searching in the type-ahead field or creating New.

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Linked activity in Inventory

All activity linked to stock units will display in the Linked tab.

  • Opportunities are sorted by Edit Date; so the most recent activity will display at the top of the list [Pending Release]

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Creating a Quote or Activity from Inventory

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