Convert Quote to Sales Order

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?

I changed from account right after 20 years as the Business Pro has orders. I assumed that a quote would be converted into an order. Usually a quote is sent to customer so they can pay a deposit and it then becomes an order. This has been going on for years in business. So please tell me how I would create an order (which it could take 4 months to complete job) without having to type all the information from the quote onto an order. This is just a normal procedure which happens in business. When I look up how to convert Quote to Order in MYOB Business Pro it actually says to press the convert to order button. This is false advertising. Really hope you can get this in place as I have now been devised to use Business Pro and it’s a real problem 

For now, how do I record deposits

wow, one should not have to do this! It makes me think whoever is behind the 'latest' software has not a clue with how a business works or basically any idea about accounting!

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.

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. 

Hi Saltpan

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

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!

I felt the same way! converted from account right to business lite because they said it was the same, then had to reverse that and go to business pro because they changed all our orders to invoices when the job had not even been started! and now I'm finding I can't change a quote to an order! I'm struggling with making our business fit into the pro but I can't justify the price of going back to Account Right :(

Seeing as it's obviously not yet possibly I am looking into putting the deposit under the account customer deposits (liability) and maybe create a job for all orders... I haven't tried it yet but hopefully then I can attach it to the customers name & job so that when an invoice comes it can be linked that way.

Or

I may create a credit for the cusomer- called deposit with quote number & then give customer statements if they need indication of Job cost & what they've paid.

If you have any other suggestions, please put it up here!

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!

Ok, I think I've found a temporary fix.

1. I've created an order for the customer, minimal detail, just listing quote number. 
2. When deposit was received in bank I've recorded it to income in advance - customer deposits (not the usual income account) using customer details and listing job # as quote number
3. I've then created an 'invoice' for the deposit amount and recorded it as a negative (creating a credit) and also used the income in advance account (this neg will balance that account)
4. When the order becomes an invoice I'll apply the credit to the invoice and should only show the total figure less credit applied..... fingers crossed it will all balance.

Phew! what a mine field! I hope this helps. Let me know if you see any issues with what I've figured out! I think I'll need our accountant to look at our first month to make sure I've not completely stuffed it up!