Here is a summary of the updates (including v7.3):
- Add new Import Product and Service Lines Function for Quotes and Orders
- Add New Edit List Price Function to Additional Product Info
- Add New Opportunity Product Lookup Relationship to Quote and Order Lines
- Add New Quote Additional Charge/Credit Lookup Relationship to Order Additional Charge/Credit
- Update Quote, Order, and Invoice Handling of Large Transaction Lines
- Fix Issue of Not Creating Assets of Kit/Bundle Member Products on Order Approval or Release
- Update Kugamon Settings Lightning Page Layout
What's New
Kugamon Quote to Cash v7.3.1 bring a number of improvements. A notable items we are excited about.
- Import Lines for Quotes and Orders
Now you have add thousands of Quote and Order Lines with ease with our new [Import Line] function. Gain the ability to download a CSV template right from the Import Lines page. After you upload your import file, witness the instant preview function to make sure your data is structured correctly. Each import event results in an Activity record that documents successful and fail import lines.
- Support Large Transaction Line Count
In conjunction with our new [Import Lines] function, we have added the ability to Quotes and Orders with Thousand-plus Lines.
- Edit List Price
Added due to customer feedback, you can now designate Products and Services to have editable List Prices on Quotes and Orders. Thank you LinkedCar for a great enhancement suggestion.