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Created by Guest
Created on Mar 26, 2026

Allow More Fields for Editing When Adding Items to Quotes

When adding an item to a quote, I can only select the location, system, phase, and qty. I then have to go back to the quote, find that item again, and click on it to open the full settings pop up that allows me to edit the price, margin, supplier, etc. It would be much more efficient to have that full item settings window be the one that is used to add the item to the quote in the first place. It would eliminate having to touch every item twice when building a quote.

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