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Customer Forum

Line Items do not shown

External Posted: 2015-10-25 14:16
Hi, 
 
I am creating a DRAFT sales quotation with line items. 
 
After I have completed everything, I click on the "Complete & Save" Button. 
 
After the draft quotation become a complete quotation, I am unable to see any line items. Any solutions?
 
Even tough I am unable to see any line items, the PDF output has them all. Perhaps is this an error or bug or glitch?
 
Please advice and looking for your respond. Thank you.
Workbooks Support Posted: Mon, 26.10.2015 - 09:21

Hi Ryan,

With normal functionality, you should be able to see the line items. I have replicated your scenario and can see the line items against the Quote.

It may be worth checking your capabilities, and sharing policies, since posted Quotations are dealt with more sensitively within Workbooks and you may not have the correct rights.

Please look into this possibility, and if this does not solve your issue, if you email in with your company name, we may be able to investigate this further for you.

Thanks

External Posted: Tue, 03.11.2015 - 02:24

Hi Support Team,

I am the admin and have full capabilities.

I only see delete option in DRAFT Quotation, but there is no delete button option in "Complete Quotation". How do I delete the completed quotation?

"Please look into this possibility, and if this does not solve your issue, if you email in with your company name, we may be able to investigate this further for you."

Where do I email my information?

Thanks

External Posted: Fri, 11.12.2015 - 05:33

Hi Support Team, 

Any news in regards of this? 

"Please look into this possibility, and if this does not solve your issue, if you email in with your company name, we may be able to investigate this further for you."

Where do I email my information?

Workbooks Support Posted: Wed, 30.12.2015 - 13:34

Sorry for the late reply.

We can be reached at support@workbooks.com