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Hiding items from quote

edited Nov 22, 2019 10:33AM in CRM 3 comments

I'm new to inventory items, etc, but it does not seem clear to me a way to only show certain items in the items drop down menu when doing a sales quote.

We have a price list of specific items that we want sales to sell but we assemble these parts from other items in inventory that are not for sale (or better said, are part of the finished product and not a saleable item in itself), yet I'm seeing every item I enter in the items list available in the sales quote items drop-down.

Is there a way to set items so they are only part of build processes and have no relevance to a sales quote and can be hidden? At a minium if I could get to the items list to set a filter or something.

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