Sales: In Tray - attach documents

[PET]

 I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 

'In tray for Sales?"

[Ryan-C]

@Farm45 

yeah I've been following this for ever & put my 2 bobs worth in.

Do you run microsoft 365 system on the farm? This is how we handle these documents now, and will make full switch soon to business central..

If you do already run microsoft 365, and you have this much use for a sales in tray, you would be 1000% better off making the switch to business central in dynamics 365.

After you have a chat to a sales representative who will scope out your needs, and set you up with the right free, 30day obligation free, trial. You'll be blown away at how low cost it actually is, and the benefit gained for your business. Forget Exo or Advance if TO < $5mill, this is way more affordable and you can ditch myob subscription. it will look after you right up through & into a your dream fortune 500 company size.

This url takes you to a microsoft info page, at 1st you'll fall off your seat at the price, after some study and talking with a sales person youll see how superior it is and how much cost saving it will deliver, have a look, do your research : https://dynamics.microsoft.com/en-au/business-central/overview

have fun.

[DebS_5]

Hope this is on the list to add to MYOB shortly.  We need this urgently! Thanks Deb

[tpfind8884]

We really need to have a in box for sales to allow for po ect be added onto the job they do it foe spending so why not sales 

[Princess_R]

Hi @tpfind8884 @DebS_5 

Thank you for your suggestions. We'll relay this idea/feedback to the relevant team.

Cheers,

Princess