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Changing the supplier when adding a product to a quote or sales order
Changing the supplier when adding a product to a quote or sales order

How to change an item's supplier for a specific quotation or sales order

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Written by Raymond Carrel
Updated over 4 years ago

With the correct user role, it is possible to override the default supplier for an item. This may be useful if you sell products that come from a range of suppliers.

Enabling the Permission

Administrators can tick the indicated box to enable this on a per-user basis (this requires Settings access).

Changing Supplier - Quotations & Sales Orders

Add your item as usual to your quotation or sales order. Then, click on the item name and select the supplier you wish to use from the list. The "?" icon will show when you have the ability to do so.

The supplier will change for this line only, and will not affect the item's entry in the price book.

You can also override Product Name for sales order and quotation items.

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