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Versions

Create new versions of Quotations, Jobs/Sales Orders, Works Orders, and Purchase Orders

Zigaflow makes it easy to handle customer revisions and changes with its version functionality.

This is available in these modules:

  • Quotations

  • Jobs/Sales Orders

  • Works Orders

  • Purchase Order

Create New Version

This can be done on the list view here:

List view action icons for edit, add, copy and delete, with the plus icon highlighted to create a new version

On a pipeline card here:

Machine column pipeline card with the three-dot menu open and the Version option highlighted below Edit, Copy and Copy via Pre-Build

And within the document here:

Works order status menu opened from the highlighted Machine button, with the Create Version option highlighted

A quotation with the number Q1010-1 will become Q1001-2. Before it was versioned, a copy is made of the original quotation, which has the status set to "Old Version".

The old version does not have links to other documents—these are retained only on the latest version.

Reverse a Version

It is not possible to reverse a version.

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Learn more: quotes in Zigaflow

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