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Server Product Search

With the server product search, products are not only loaded faster, several products can also be selected at the same time and added to the quote.

Changes in appero quote 23.200.2: If several products are added to the quote at the same time, the detail dialog opens again reliably according to the configuration for each new data record. Pre-selected default values of product properties are recognized correctly.

Action required: None

Link to documentation: Server Product Search

Starting the Quote Process with Opportunity Products

Not only do you have the option of copying products from the quote back into the opportunity, but you can also start the quote process from the opportunity products.

Changes in appero quote 23.200.2: If the end price has already been changed on the opportunity product, this value is also correctly copied into the quote at 0 euros, i.e. 100% discount. If a 3rd product group is assigned to the associated product, this is also transferred to the editor using the linked product2 data record.

Action required: None

Link to documentation: Starting the Quote Process with Opportunity Products - Possibilities and Limitations

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