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"
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.