Preserve Entered By on Quote Conversion

How To: "Preserve Entered By on Quote Conversion" Setting

1. Introduction
   • New feature in the admin section under settings called "Preserve Entered By on Quote Conversion".
2. Functionality
   • If unchecked, the user who converts a quote to a sales order will be listed as the Entered By on the sales order.
   • If checked, the original user who entered the quote will be retained as the Entered By on the sales order.
3. Demonstration
   • Showcasing the feature in action:
     • Unchecked: User A enters a quote, User B converts it to a sales order, Entered By on sales order is User B.
     • Checked: User A enters a quote, User B converts it to a sales order, Entered By on sales order remains as User A.
4. Implementation
   • Access the feature under the admin section in settings, specifically under the "quotes" section.
   • Toggle the checkbox to enable or disable the feature based on the desired outcome.
5. Conclusion
   • The "Preserve Entered By on Quote Conversion" feature offers a simple yet effective way to maintain clarity and accountability in the conversion process from quotes to sales orders.