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Jen22's avatar
Jen22
Trusted Cover User
5 years ago
Solved

Quote Template

Hi, I am currently in the middle of setting up our quoting & purchasing templates.  We have always used excel for these forms but am now looking at MYOB to create them.   I have attached our templa...
  • Tracey_H's avatar
    Tracey_H
    5 years ago

    Hi Jen22 

     

    Thanks for your post. These help articles have detailed information on personalising your invoices/quotes:

     

    Personalising invoices

    Add text and fields to forms

    Editing form elements

     

    The due date field is populated according to the terms of that particular invoice/quote. If you created a quote on the 1/10/20 and the terms were net 7 days the due date would be the 8/10/20.

     

    Please do let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information

Jen22's avatar
Jen22
Trusted Cover User
5 years ago

Thanks Tracey,

 

I have managed to get the columns right!!

 

I still have an issue with the due date populating the quote.  Most of our quotes will have a 2 week lead time.

 

I have attached how I changed the Customer Terms but it is still showing as the same date as the quote date, also attached

 

Could you please advise

 

Thanks

 

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    5 years ago

    Hi Jen22 

     

    If you delete and reprocess that quote does it display the correct date? Please let me know how you go with this.

    • Jen22's avatar
      Jen22
      Trusted Cover User
      5 years ago

      Hi Tracey,  sorry for the random delays in responses! I am working on this in the background to all my normal work lol

       

      OK I have finally figured out the due date.  If I go in the Terms when I am doing the actual quote, it works, instead of changing anything in the card section.

       

      One more thing;

       

      I have set up a Purchase Order as well.

       

      When I go to print it out, the description, quantity & cost is blank.

       

      Only my Total Cost will show

       

      Are we meant to be setting these up under Item or Service?? I currently have it set up under Service and that is what my supplier is set to under Buying Details in the card section.

      • Tracey_H's avatar
        Tracey_H
        Former Staff
        5 years ago

        Hi Jen22 

         

        The Item layout is used if you have set up items and services in Inventory>>Items List, the Service layout is for services not in your items list. Which layout you use will depend on whether you have items set up or not. This help article explains how to add data fields to your purchase orders: Fields and columns you can add to forms

         

        Please let me know if you need further help.

         

        If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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