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Error with created Quotes

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Contributing Cover User BTS1
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Error with created Quotes

When a quote is created, and you save the quote, once you come out of the quote and go back in to view it, it states that the quote has been sent to the reciprient which is not the case. Please advise why the system does this and how it can be amended?

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MYOB Moderator Hayden_B
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Re: Error with created Quotes

Hi @BTS1 

 

I've just tested this and I don't seem to get the same message that you're reporting. Here's the steps I followed:

1. Created a new quote and saved it

2. When returned to the Quotes screen, click onto the Quote Number to re-open it

3. It continues to display the "Quote Saved" green textbox

 

Here's a GIF I recorded on this:

create-save-quote.gif

 

Could you confirm if this is the same thing you're trying on your end?


Cheers,

Hayden
MYOB Product Analyst

Helpful links:


Product Ideas: AccountRight | Essentials | MYOB Capture | MYOB Invoices
Support Links: Support Notes | Forum Search | Status Page

Contributing Cover User BTS1
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Contributing Cover User
BTS1
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Re: Error with created Quotes

Amazing how this now works fine!! It hasn't been for so long now and I've always completed as per your GIF?!

All good, thanks

Contributing Cover User BTS1
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Re: Error with created Quotes

An invoice was created today and is still saying it was sent to a customer. Please see the screen shots attched.

 

 

Screen Shot 2019-03-04 at 11.25.13 AM.png
Screen Shot 2019-03-04 at 11.25.31 AM.png
MYOB Moderator Hayden_B
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Hayden_B
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Re: Error with created Quotes

Hi @BTS1 

 

The only way I can replicate this is by clicking "Email" when I am writing up a quote. It would then save the Quote and then Email it out to the customer.

 

Clicking save does not initiate the email process.

 

What I'd be doing is:

1. Go to: Contacts > Create contact

2. Enter a dummy contact with my own name and email address

3. Create a quote with my dummy contact

4. Make sure to click Save

 

If I then receive an email then something seems very wrong. I don't believe there is a setting that auto-sends upon saving the Quote.

 

Let me know what the results are of this.


Cheers,

Hayden
MYOB Product Analyst

Helpful links:


Product Ideas: AccountRight | Essentials | MYOB Capture | MYOB Invoices
Support Links: Support Notes | Forum Search | Status Page

Contributing Cover User BTS1
6 Posts
Contributing Cover User
BTS1
Contributing Cover User

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Re: Error with created Quotes

Hi,

 

On the quotes screen it gets a tick that it's been sent, even though we know it hasnt sent. Thats the issue

MYOB Moderator Hayden_B
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Hayden_B
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Re: Error with created Quotes

Hi @BTS1 

 

I've been looking into this and it seems to only affect your account from what I can find.

 

As I don't have much information on the issue and I cannot replicate it, I'm not able to provide a solution to this. So I can look into it further, would I be able to arrange a call on this so I can give you a call with Remote Access to the computer so I can see the same thing you are seeing and the workflow?

 

If you are able to do this, please send me a Private Message with:

  • The MYOB Serial Number (Found under the Business Name in the top right)
  • The Business Name showing in the top right
  • Your Name
  • Your Best Contact Details

As soon as I have this I'll arrange for a time to give you a call.

 

You can send me a Private Message by clicking this link: <link removed>


Cheers,

Hayden
MYOB Product Analyst

Helpful links:


Product Ideas: AccountRight | Essentials | MYOB Capture | MYOB Invoices
Support Links: Support Notes | Forum Search | Status Page

Contributing Cover User BTS1
6 Posts
Contributing Cover User
BTS1
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Re: Error with created Quotes

We've found the solution ourselves but need you to rectify it. The quote states its been sent to the client if we print the quote before/after saving (we are aware its not actually emailing the quote to the client), however can this be rectified and a print ikon be allocated to the quote instead like it does when an invoice is created and printed?

MYOB Moderator Hayden_B
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Hayden_B
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Accepted Solution Solved Solution

Re: Error with created Quotes

Hi @BTS1 

 

Ah, now that I know you were doing other steps I know this particular issue and have an answer.

 

You are correct in finding that, if you are printing the details of the Quote it will consider it as being sent to the customer.

 

There is currently no way to change this in the software though this has been raised as feedback to our teams to look into in a future iteration of Essentials.


Cheers,

Hayden
MYOB Product Analyst

Helpful links:


Product Ideas: AccountRight | Essentials | MYOB Capture | MYOB Invoices
Support Links: Support Notes | Forum Search | Status Page

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