Forum Discussion

SUP10's avatar
SUP10
11 months ago

LOSING INFO IN SHIP TO WINDOW

When in a live cash sale quote (therefore the customer is on the phone with our salesperson), and having entered the customer's information (name, address, phone # etc) - if the customer then says that they want to accept the quote just given...MYOB loses all the info just typed in when I convert the quote to an order or invoice and I have to start again.  This is a problem if the customer has hung up the phone in the meantime because all my contact info is lost.

Has anyone found the same issues and is there a solution other than quickly hitting 'record' for the quote and then having to backtrack and find it and change it to an order or invoice..seems like double handling to me!

  • Doreen_P's avatar
    Doreen_P
    10 months ago

    Hi, SUP10

     

    Thank you for providing the requested screenshots.

     

    Upon investigation, the focus of this issue revolves around the customer's address, which is configured in the customer card file. When an invoice is created and subsequently converted to an order, the default address displayed for shipping will be derived from the customer's default address in the card file. We have successfully replicated this scenario on our end.

     

    If the customer card file lacks an entered address, converting the invoice to an order will result in the removal of any previously entered address. Conversely, if an address is present in the card file, changing the sales invoice type will not affect the Ship to information, and it will persist in the respective field.

     

    To enter a customer address, go to Card File > Cards List > Customer, and then select the zoom arrow to open the card file > Enter the address in the Address field, and then click OK.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    10 months ago

    Hi, SUP10

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    Sorry for the delayed response.

     

    This concern may need a thorough look, which may require screenshots so we can further assist. Kindly send us a screenshot of the window where you are trying to enter the information. This way, it will provide us with more details and help us resolve your concern. Please make sure to remove any sensitive information before posting in the Forum.

     

    We are looking forward to your response.

     

    Best regards,

    Doreen

    • SUP10's avatar
      SUP10
      10 months ago

      Hoping you can see the snips here.  So initially screen is opened up to do a sales invoice but midway thru the sale the customer decides that they don't want it straight away and want to order it instead, so we change the invoice to an order and when that's done you can see that it removes anything that was previously keyed.

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        10 months ago

        Hi, SUP10

         

        Thank you for providing the requested screenshots.

         

        Upon investigation, the focus of this issue revolves around the customer's address, which is configured in the customer card file. When an invoice is created and subsequently converted to an order, the default address displayed for shipping will be derived from the customer's default address in the card file. We have successfully replicated this scenario on our end.

         

        If the customer card file lacks an entered address, converting the invoice to an order will result in the removal of any previously entered address. Conversely, if an address is present in the card file, changing the sales invoice type will not affect the Ship to information, and it will persist in the respective field.

         

        To enter a customer address, go to Card File > Cards List > Customer, and then select the zoom arrow to open the card file > Enter the address in the Address field, and then click OK.

         

        Feel free to post again anytime if you require further assistance. 
         
        If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

         

        Best regards,

        Doreen

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.