CloudLink Ideas Portal

Move parts/labor/misc to another segment in PSQ similar to the functionality in SVL

Can we please make it possible to move parts, labor, misc. charges around on quotes created in PSQuoter? I recently created a quote and manually entered in over 15 parts to the wrong segment. There isn't a "Transfer" option in PSQ like there is on our work orders in SL. I had to delete the parts from the wrong segment and manually re-enter them into the correct segment. Doing this manually takes quite a bit of time.

  • Jessica Mayher
  • Feb 8 2022
  • Needs more votes
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