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Why can't I transfer my document to ORDER or INVOICE? - Knowledgebase / SalesPad / FAQ - Cavallo Technical Support

Why can't I transfer my document to ORDER or INVOICE?

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If your Quote document contains a non-inventory item, in order to transfer it you must disable the Non Inventory on Quote setting, which only allows non-inventory items on QUOTES:

  1. Go to Modules > Settings
  2. Filter to and select “Non Inventory on Quote”
  3. Change the setting to False
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