Manual Lock for Shipping Type on Quote Retract

Summary

Add a "lock shipping type" toggle when a user retracts a quote, so that the manually selected shipping type is preserved when edits are made and the quote is re-sent.

Background When a user edits a quote (e.g. adjusting quantities), Salesbuildr recalculates the shipping type based on product categories and quote data. This resets any manually chosen shipping type back to the system default, which is unexpected behavior for users with non-standard shipping workflows.

The root cause is that the shipping type is tied to the "Send" flow and is not persisted per quote revision, so any edit wipes the previous selection.

Proposed Solution When a user retracts a quote to make edits, present a simple toggle or checkbox in the retract dialog:

"Lock shipping type: keep current selection when re-sending this quote"

If locked, Salesbuildr skips the shipping type recalculation on the next send and keeps the previously selected value. If not locked, the existing auto-calculation logic runs as normal.

Acceptance Criteria

  • A lock toggle is visible in the quote retract flow

  • When locked, the shipping type on re-send matches the previously selected value

  • When unlocked, existing auto-calculation behavior is unchanged

  • Remember the logic of your previous selection

Please authenticate to join the conversation.

Upvoters
Status

New

Board
💡

Feature Request

Date

3 days ago

Subscribe to post

Get notified by email when there are changes.