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Inventory booked out from lead (quote)

When creating the quote to a client, gets approved, the agent gets booked, the inventory gets assigned to the agent, then when the work gets done, and it gets invoiced, you choose the serial number from the inventory, makes it part of the call out invoice, AND it gets booked out to the client once.

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  • Chris Jansen

    •

    Sep 9, 2024

    Also relates to Quoting of inventory (see inventory in quote drop-down list)