Auto-Populate Invoice Line Items based on checked options in product details :-/
Been using FM for a year or so now, and very new to scripting etc.
I have been looking through previous posts on this matter that are similar to my query, but way too over my head to for me to translate to my needs.
Anyway, I'll have a go at explaining the situation clearly:
I would like to select a "package option" from a dropdown list (top grey bar i.e. Starter Pack) when i'm creating an invoice, which is linked to related "package option" in products (See 2nd image with 5 check boxes).
When a package is selected, I want all the products with matching package selected, to be imported into line items of that invoice.
So far, I have created the "Package" field and ticked all relevant items.
I've made a drop down button within the Invoice Details template which llinks to Package values.
I thought I might need a button next to this list to action the import (Load Quote)? Or is that making things more complicated than necessary?
Eagerly anticipating any help you wonderful people out there can offer.