saltpan's avatar
saltpan
7 months ago
Status:
Open

Convert Quote to Sales Order

Hi everyone,

 

in the old Account Right I could send a customer a quote - they paid a deposit and I'd turn the quote into a Sales Order with the drop down box and apply the deposit.

Moved over to MYOB Business and I cannot see any way to do this. Only option is Quote to Invoice - which I don't want to do as it can take weeks, sometimes months between getting a deposit and finishing the job and issuing an invoice.

 

I'm sure it's a simple bit of coding as it worked on Account Right. It simply makes sense to implement it on MYOB Business.

Sales

4 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    7 months ago
    Status changed:
    New
    to
    Open

    Hey saltpan

    Thanks for your idea! We’ll be sharing it with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea. 

  • sarahrigright's avatar
    sarahrigright
    Experienced User
    7 months ago

    Yet another area that serves as confirmation that the 'upgrade' was really a down grade!! What do you suggest we do as a workaround? If I take a $10k deposit for a customer where will there be any tracking for that in MYOB?

     

  • 4tec's avatar
    4tec
    2 months ago

    Hi Saltpan

    Did you get a fix for your query regards quote to sales order? 

     

  • saltpan's avatar
    saltpan
    2 months ago

    Hi 4tec

    No - according to MYOB there is no fix. Crazy really. We can only hope with time they will iron out the bugs.

    Another annoying thing - if you make out a long quote and then wish to insert a line you can't! If you make the quote an invoice you can!