how to record the purchased products of Account in suitecrm?

💬 General Discussion
1

Hi,

Can anyone please guide me about how to record the purchase products of an Account in suitecrm?

Any input will be appreciated. Many thanks :slight_smile:

2

There is a subpanel for this functionality in the latest version of SuiteCRM.

Thanks,

Will.

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3

f.y.i. As soon as a the “quote stage” of a Quote is set to “Closed Accepted”, the products/services listed in the Quote show up on the subpanel “Products and Services Purchased” in respective Account Detailview.

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4

One more thing, also there should be an invoice with status paid also

best regards

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