Jiwa

I know we have a plugin ("Sales Order Customer Panel") for displaying previous sales and a few other things.

I could have sworn I'd seen something for open quotes, but I can't seem to find one.

I realise adapting the existing one to add quotes won't be hard, but I'd rather not re-invent the wheel if it's already been done.

pricerc wrote:I know we have a plugin ("Sales Order Customer Panel") for displaying previous sales and a few other things.

I could have sworn I'd seen something for open quotes, but I can't seem to find one.

I realise adapting the existing one to add quotes won't be hard, but I'd rather not re-invent the wheel if it's already been done.

I've looked and we don't have one - like you I thought we did - or at least I thought the Sales Order Customer Panel plugin actually handled quotes as well. Perhaps I got confused with the Pantry List plugin (which works with both sales orders and quote)... or perhaps it's the Mandela Effect.

Ok.

I did get around to throwing something together, but it's not quite in a fit state for publication. When I get it cleaned up, I'll share it.

It's a 6 -> 7 project that I'm taking a couple of weeks off from, but they had breakout logic checking for existing quotes that I wanted to replace with a list on the side.

Here is a good start. I copied the sales order panel plugin, and made it work for Quotes.

Mainly needed it for the SOH show.Which works in Quotes Now..

See attached.