02-01-2012, 06:19 PM
I have somewhat of a complicated question regarding the estimate to sales order process. Does anybody know how to "ghost" a group of items in both sales orders and estimates? This is a box that when doing an estimate would show the quantities of materials needed for a job that is being estimated, that I wouldn't want a customer to see on the estimate, but on the sales order it is crucial for the crew to see this information to know what is ganted for the job. I know how to hide it in one or the other, but not both the estimate and sales order. Any ideas?