Orders & fulfilment
asks first
Trace a Quote's History and Match Its Number to a PO
Shows who changed a quote and when, then updates the quote number to match the customer's purchase order. Needs Wholesale Quotes.
Find the quote for [customer email or search term]. Show me its full status history, newest first, with who made each change and any notes. Then change the quote number to "[PO-4471]" so it matches the customer's purchase order. Show me the old and new quote number and wait for my OK before you change it.
Wholesale Suite
~10 min
