saltpan's avatar
saltpan
Member
1 year 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 ...
Sales
AmandaMYOB's avatar
AmandaMYOB
MYOB Moderator
1 year 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. 

  • Leanne49's avatar
    Leanne49
    Contributing Cover User
    7 months ago

    This was rediculous to not have the convert quote to order and then apply deposit to order option like in Account Right! Especially as the order option is there! whats the point of the order option if there's not a deposit link or conversion!

  • Karma_m's avatar
    Karma_m
    Experienced Cover User
    7 months ago

    Any news on this??? My staff are frustrated that they have to come into my office and use my desktop version to do this simple task that should be part of any accounting software!

    • saltpan's avatar
      saltpan
      Member
      6 months ago

      Hi Karma

       

      no news after 8 months! It should be a very simple fix for MYOB.

      • Karma_m's avatar
        Karma_m
        Experienced Cover User
        6 months ago

        It makes me wonder whether they actually pay heed to whoever monitors these pages! 

        I couldn't even convert it to an invoice then save it as a recurring to then re-enter it as an order.

  • saltpan's avatar
    saltpan
    Member
    6 months ago

    Hi Amanda

     

    any news from the product team?