Preview of a Quote or Sale does not reflect the same totals as Order Entry

Preview of a Quote or Sale does not reflect the same totals as Order Entry

Summary

When working on a quote or sale you notice that a preview of the quote or sale doesn't reflect the same totals as the Order Entry page. This can occur when the following conditions exist:

  • The quote or sale includes a customer promotion, given as a percentage and shown as a product item.
  • The quote or sale has been duplicated and line items have been changed.
  • One or more line items have been added or deleted since the quote was originally created.

Why This Happens

When a quote or sale has been updated/changed multiple times, the current order entry status must be saved to the system.  Before this action occurs, a preview will still show the previously saved information.

Solution

  • Save the quote or sale and then close. 
  • Reopen the quote or sale. 
  • Preview, and the preview should match the Order Entry page.

Note: This is being reviewed for enhancements in an upcoming release.

Applies To:

  • SalesPRO Software