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A new quotation or invoice is yours by default

The Owner box on a new quotation, invoice, proforma, sales order, bill of supply, credit note or challan started empty, and saving it then made you the owner without saying so. It now starts with your name, so you can see who will own it and change it before saving. An invoice raised by a repeat schedule now keeps the owner of the invoice the schedule was made from, where before it had no owner at all when it was raised on its own.

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What changed

👤

Your name to start with

Every new sales document shows you as the Owner from the moment it opens. Choose somebody else before saving if it is theirs.

🧭

Assignment rules still decide

Where a business has a rule that gives quotations or invoices to somebody, leaving the owner as yourself still lets the rule decide, as before.

🔁

Repeat invoices

An invoice a repeat schedule raises belongs to the owner of the invoice it was set up from, so it counts for the right salesperson on targets and commission.

Does this change anything you already have?

No. Documents already saved keep their owners, and a document you open to edit shows the owner it has. Purchase orders and bills are unchanged.

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Leads, customers and deals, with quotations and GST invoices

₹149 / user / month

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10 modules switched on
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1 GB storage per workspace (organisation)

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₹499 / user / month

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+ 18% GST: ₹588.82 / user / month incl. GST

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21 modules switched on
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  • Vendors
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  • Quality
  • Books
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5 GB storage per workspace (organisation)

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