Formal Quoting without Item Codes

Hi jamesg818,

If you're looking to create formal quotes in MYOB without adding new item codes to the inventory, there are couple of approaches you can consider.

Instead of item-based quotes, you can create service-based quotes where you manually input the description, price, and other details without trying them to a specific item in your inventory. This allows you to bypass the need to create a new item code for every quote.

If you're exporting the quote as a PDF, you can enter the required information manually into the description fields on the quote form, and it will still show up in the quote without affecting your inventory. 

Another option is to customise your quote templates in MYOB. You can set up fields that allow you to add non-inventory items without having to create new item codes every time.

Regarding the idea of using an external CRM system, it might help in managing the quoting process more efficiently. However, the options above should work within MYOB itself if you'd prefer to keep everything integrated.

Regards,

Sai

Hi Sai,

Thanks for this.

if we did the quote as a service item, it would still ask for a G-L code to allocate to for each line though right? We are trying to simplify our quoting process but make it look more professional, whilst also not clogging up the system with alot of un used codes.

you mention Another option is to customise your quote templates in MYOB. You can set up fields that allow you to add non-inventory items without having to create new item codes every time.

can you please advise how to do this?

thanks,