As per the documentation: What’s New in Hybris Cloud for Customer 1611, there is a feature in the Sales Quote screen, with which users can create follow up documents to Sales Quotes without having to navigate between. I copy the snippet from the What’s New document below:
Creating follow-up Documents without Navigating
Enhanced in this Release You can create follow-up documents directly from the sales quote details view without navigating to their respective tabs. From the sales quote, navigate to New and select the desired follow-up document such as, appointment, task, e-mail, and sales orders.
Note: The follow-up actions will display based on how your Administrator has scoped your solution.
However, the New button is not visible in the Sales Quote screen.
The new feature has not been switched on by the key user.
As a follow up activity after the tenant has upgraded, the key user is expected to carry out the following steps to enable the new feature.
- Select the Adapt button.
- Go to Company Settings.
- Under General tab, check the option Enable easy create from object detail view.
- Select the Save and Close button.
Upon next login, all users will be able to see a New button at the bottom of the Sales Quote screen.
The drop-down will allow users to create Tasks, Phone Calls, E-mails, Sales Quotes, Sales Orders and Tickets directlly without having to navigate to different facets.