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Found 5 results

  1. When an Invoice status is paid, products is out of store. So can X2CRM add feature allow Inventory auto update by minus Current Inventory to Quantity of Line Item corresponding? I've find out in Workflow but still not found any way to update automatically Inventory of Products when Invoice Status is Paid. Or can X2CRM make products in Line item of Invoice is lookup field to Products?
  2. Hi guys, Is there any elegant way to assign products to specific users, roles or groups. This is so Users in the system will only see certain products. We have a large list of products. We only want some system users to see some of the products they are allowed to. Such as 'special deal' product for them. Is at as simply as creating an "Assigned' custom field for the products module? Can anyone advise? It's live system so I don't really want to mess about and 'test' the idea. Thanks Eugene
  3. Hello Community, I would like to be able to upoad images to a folder on the server and than import a csv-file with information of my products. Included will be a link to the file on the server! So next to the product I can see the picture than! Thanks!
  4. I have just installed X2Engine and I am having problems in generating quotes. When I create a quote I add the products for that quote. The products prices are retreived correctly, but when I save the quote product prices for that quote change. I am using Mexican Pesos for currency and Spanish for language. I am attaching the quote form before and after saving. Thank you
  5. How show we use products list and quotes in the sales process.. ? Is the products - a list of all items & services that we offer .. ? Ideally should it be selected when a quote is being given to a prospect/lead?
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