Is there a way to default to Orders when you go to enter a sale rather that it going straight to invoice and then having to change. All of our sales go directly to an order prior to payment however if you mistakingly enter as invoice you cannot change to order you have to delete and start again?? Thanks
"Default Orders Invoices Quotes"
- marianne9 years agoCover User
Hi Development,
Could you make it possible to select if you want to use Quote, Order or Invoice?
Our sales staff do not look and are entering quotes as invoices and making extra work.
- Tana8 years agoMYOB Moderator
Hi there.
Just had a client who wanted to make a suggestion if there would be a capabilty of having the Enter Purchases & Enter Sales sections default to set Sales/Purchases type and not just layout..
The software currently remembers the last recorded transaction, meaning if an order has been converted to a bill the Enter Purchases button by deafult reverts to the creation of another Bill and not an order which this client would prefer as everything is created as a bill first.
I advised that they may need to change process by using the Purchases Register and hitting Create New Sale.
This is an ok work around it but I think the idea of creating defaults that can be changed for a "one time" transaction that revert back to the defaults is a good idea.
This could also be implemented with login details also, so that login A can by default create bills and login B by default creates invoices or something along those lines.
Just an idea that the client would be pretty impressed if implemented into MYOB. - Tallie_M9 years agoFormer StaffStatus changed:NewtoNew
Hi there JoolsR,
Thank you for the suggestion. At the moment, the way the software functions is that it will remember the last option you chose (e.g. Order / Quote / Invoice) and will display that layout whenever you enter a sale, until you exit the datafile.
We do agree that being able to set a preference would certainly benefit a lot of clients and make things slightly easier. Anyone else who would like to see this incorporated into the program, please vote by clicking on the '+ VOTE' option next to the subject heading, and leave a comment.
Cheers,
Tallie
- VanessaTownsend8 years agoTrusted Cover User
Yes I agree this would be helpful for all concerned to have a preference so you can set a default sales type for the data entry screen in 'Enter sales' so that if you change between the options and then you close out.........when you next go in, it will always revert to your stored default.
- VanessaTownsend8 years agoTrusted Cover User
It would also be extremely helpful to have a 'warning' appear in 'Enter sales' window for example: should someone be entering a quote and then if they go to change the sales layout type to invoice, without first saving it - a warning prompting them to 'save/record' their data first would stop someone from loosing the data they've typed and most importantly the item prices that were originally entered. Without a warning, an invoice can accidently be sent to a client with incorrect prices or the person entering the data has to do it all over again!