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Product Ideas

Quotes: Insert blank row or Insert line item

Partner

120Posts

91Kudos

2Solutions

120 Posts
Partner
Australia
New
New

Please change the quotes so you can insert a blank line and insert a transaction line as you can do when doing a sales invoice.

 

Regards

Teresa 

MYOB Diamond Partner

 

"MYOB Business / Essentials Quotes insert blank line & insert transaction line"

Quote.JPG
Sales inv.JPG
4 Comments
MichaM
Contributing User
6 Posts
Contributing User

I agree.  I have a client who does a lot of quoting and they often have thier customers need to add something to the quote.  They previously had no problems in doing this in the previous version.  Now they are unable to unless they turn it into an invoice, which they don't want/need to do at this point of the transaction.  MYOB please add this feature back in.

hortique
5 Posts
User

Yes! And also the reorder line items.

cp5
2 Posts
User

The quote generator is extremely limited. It would be much more useful if you could:

  • Add line items at any point as you can when creating an invoice
  • Add lines that are not accounting items (like a section heading to group quote items under, or a solid line to divide the quote into sections, or a free form block of text to introduce a section of the quote

That would make the quote creator a useful tool that would help to win jobs rather than just an invoice with "quote" written on it. Quoting is part of the sales process and therefore needs to be treated as such, which means flexibility and presentation that will help win the project, make the sale etc

Doreen_P
MYOB Moderator
2,826 Posts
MYOB Moderator

Hi, @cp5

 

Thanks for your post, and welcome to the MYOB Community Forum.

 

We know how beneficial it would be to enter or insert a blank row or line item. We believe in fostering innovation and listening to our customers' valuable feedback. Your suggestion will be carefully reviewed by our team, who are always looking for ways to improve and expand our product offerings.

 

Best regards,

Doreen