Exclude Line Items with Quantity 0 from Final PDF/Quote

Description: It is desirable to have a feature that excludes line items with a quantity of 0 from appearing on the final PDF/quote. This request is not related to the amount but specifically to the quantity.

Use Case: This feature will allow the creation of widgets with products that include all products for Account Managers (AMs) to select from. By default, all products will have a quantity of 0. Only the products that are selected and have a quantity entered by the AMs will appear on the final quote.

Benefits:

Streamlines the quote generation process by displaying only relevant products.
Reduces clutter on the final PDF/quote, making it clearer and more professional.
Enhances efficiency for Account Managers by allowing them to easily select and include only the necessary products.
Implementation:

Modify the PDF/quote generation logic to check the quantity of each line item.
Exclude any line items with a quantity of 0 from the final output.

Jira: TN-7298

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Upvoters
Status

Done

Board
πŸ’‘

Feature Request

Tags

[CMP]_Quotes

Date

About 1 year ago

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