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Adjusting Quantities in Quote Information Tab

Being able to adjust quantities in the main quote / information tab, rather than having to go into each cost in a new window to change the quantities.

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Kim McQuarrie shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminHannah G (Admin, Xero) responded  · 

Hi everyone, I understand this idea is about WorkflowMax. 

Xero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. To reflect these changes we're moving this idea to 'not planned'.

You can read more about this on the blog.

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  • Kim McQuarrie commented  ·   ·  Report

    Hi There, it would be adjusting the quanities when you are in a quote in the information tab. See screen shot below. It would save having to go into each cost line, clicking in adjusting / saving / then clicking into the next line and repeating the steps.