Quoting a customer as Corporate forces the GP% to default to 0, but when you change the customer type to Private the GP% remains at 0 instead of reverting back to the system default GP. It would be really nice to have the option to toggle a customer between Corporate and Private settings.
Danielle Ricketson
Along the same lines, here is a potential enhancement that may solve the proposed problem.
Please see the provided screenshot for reference for an idea that may address this idea from a similar angle. Idea would be to enable a user to enter the "% off of list" (likely through an enhancement) to add a new field to allow the user to manually enter the Corporate/National Account customers discount percentage directly into iQuote vs. loading the discounts in Model Admin.
I hope that the provided screenshot would illustrate the idea better to describing it.
- Thoughts on this would be welcome. Thank you.
I agree. The format of quoting Corporate Accounts needs to be re-visited. This functionality does not work.
I second this. When you convert a corporate quote to private, it does not reset the breakdown items, attachments, extras, etc. back to the default "unchecked" target GP that you would get if starting out with a private customer quote type.