AndrewSimms
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Joined 8 years ago
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Re: Sales Register: Add additional columns
in following from above, our company would like to be able to find sales according to the shipping address. We have multiple sales for single customers. A date, price and quote number isn't very useful in trying to locate a particular sale from the sales register window. let alone anywhere else in myob.5KViews0likes0CommentsSales: Copy existing transaction
please provide ability to copy existing quotes / sales you could include the button copy saleto copy a sale / quote when beggining a new one. or use an existing quote / sale and change its invoice number to save it as a new quote/sale instead of overwriting the original invoice number. "copy invoice or quote"6.7KViews12likes14CommentsCards: Customer - Printed form for invoices and another for quotes
please provide the ability to choose different templates for quotes and invoices in the customer card file. some information needed on quotes is not needed on invoices and vice versa. for example there is only the field printed form file which links to a template for that customer. can you make one for quotes and another for invoices? "different quote and invoice templates in customer card, selling details, printed form field"1.6KViews2likes0Commentscreate a new quote or invoice from an existing quote or invoice.
I have posted about this previously but given this was a year ago and longer I would like to post it again. I believe it would be benefical for myob to provide the ability to copy existing quotes and sales and save them as new quotes / sales. I find myself consistently re-writing new quotes that are very similar to others, for example only one or two transaction lines different. It is frustrating to know that I have already written this information countless times before and cannot simply copy previous quotes and invoices. Two different ways I believe myob could implement this function are below: 1. Include the button: copy sale in the select from list window that opens for a customer when beginning a new quote or sale. In effect taking an existing quote and using it as a new quote. or 2. Open an existing quote or sale and change the invoice number to save it as a new quote/sale. Currently when you change the invoice number you dont create a new quote or invoice you just change that invoice or quotes number.5.4KViews0likes2Commentscreate a new quote or invoice from an existing quote or invoice.
I have posted about this previously but given this was a year ago and longer I would like to post it again. I believe it would be benefical for myob to provide the ability to copy existing quotes and sales and save them as new quotes / sales. I find myself consistently re-writing new quotes that are very similar to others, for example only one or two transaction lines different. It is frustrating to know that I have already written this information countless times before and cannot simply copy previous quotes and invoices. Two different ways I believe myob could implement this function are below: 1. Include the button:copy sale in the select from listwindow that opens for a customer when beginning a new quote or sale. In effect taking an existing quote and using it as a new quote. or 2. Open an existing quote or sale and change the invoice number to save it as a new quote/sale. Currently when you change the invoice number you dont create a new quote or invoice you just change that particular invoice or quotes number.5.3KViews2likes0CommentsInvoice and quote copy
Please provide the function to copy existing quotes and sales. Two easy ways I have thought this could work are: Include a button calledcopy saleto copy a sale / quote. or Use an existing quote or sale and change the invoice number to save it as new a new sale instead of overwriting the original.5.3KViews1like0CommentsRe: Quotes - Add Save and Copy (as with invoices)
This idea was posted in June 2014? Whats the go? I took it for granted that myob would have basic functions like this sorted out. For example a client wants us to split a quote into two, so I have to build a whole new quote instead of just copying the original and deleting some transaction lines which I could do this in MS Word in under a minute.4.3KViews0likes0Commentsquote & invoice + images
We provide our customers with inspection images on our quotes, and then once work has been completed we provide images of completed work along with our invoice. A feature to attach images in the enter / edit sales window that would then populate into a field(s) in the quote / invoice would be useful6.3KViews0likes0Comments