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