Merge & Split Quotes

Merge combines multiple quotes into one; split creates separate quotes out of a single quote (e.g., by shipping date, warehouse, or budget owner).

Merge

Common options:

  • Include messages
  • Include attachments
  • Delete source quotes after merge

Split

Typical split strategies:

  • Split by item selection
  • Split by project/category

Configuration

Enable and configure:

  • b2bquote/quote_merge_split/merge_enabled
  • b2bquote/quote_merge_split/split_enabled
  • b2bquote/quote_merge_split/merge_messages_default
  • b2bquote/quote_merge_split/merge_attachments_default
  • b2bquote/quote_merge_split/delete_source_after_merge

Screenshot placeholder: merge UI + split UI
File: ./_screenshots/admin-merge-split.png

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