Forum Discussion

LP1's avatar
Experienced User
2 years ago

Quote templates or recurring transactions that allow auto price updates

Hi team,

we often use the same item lists when quoting and use the recurring transaction feature to save these lists. Unfortunately when there is pricing updates we bring up the recurring transaction, enter relevant customer details however it does not automatically update to the current price list. It leaves us with having to go into each item code check new sell price and re-enter in quote. Sometimes we are updating 20-30 codes each time and this process is labour intensive!  Early years of MYOB it use to update automatically as soon as you changed the customer name.  Any other suggestions please on how we can have a more functional quoting system would be much appreciated!