Separating a Quote from a Sales Order
E
Exact Emu
Whilst we love the fact that we can quote in Factory and then hit 'Submit as Sales Order', we would love to see the Quote remain in the system for historical purposes attached to the new Sales Order, rather than replaced by the Sales Order.
This would mean the Quote wouldn't be issued a sequential Order # but instead given it's own unique Quote #. Then when it becomes an order, all of the quoted information is attached (perhaps in a separate tab) on the newly created Sales Order so it can be referred back to in the future.
We understand we could use the Collaborate Tab and attach a pdf version of the quote, but we can't use global search to look for the quote number or any other details on the quote if it's a pdf under collaborate.
We also note the details on a quote (or budget estimate) are significantly different to the information included on the invoice so the historical data of the quote is essentially lost.
Thanks!
I
Increased Prawn
we would like to keep quote too. we have previously used systems where the quote number becomes the job number, so the job numbers are not sequential. obviously retrofitting something like that in an existing system would be tricky though.
E
Exact Emu
To add to this, when we have used the Quote function and converted to a job, we want to keep the quoted price visible (to us) so we can see how the job is tracking, however, when we add purchases or labour on to the sales order, this is obviously added to the quote price and makes the job costing look significantly inflated.
Is there a way the price can show on the Sales Order but not be included in the calculations so we can do an internal comparison on the Sales Order?