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Load previous sale and process as new sale

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Contributing Cover User bigdardy
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bigdardy
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Load previous sale and process as new sale

 

Hi,

 

Sometime we have clients who order the same items / quantities.

 

To speed up the process, can we load up a previous sale from a client and then process it as a new transaction (even editing end user, price, quantity etc.)

 

Cheers,

Luke

2 REPLIES 2
MYOB Moderator Neil_M
10,743 Posts
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Neil_M
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Re: Load previous sale and process as new sale

Hi @bigdardy

 

As RetailManager doesn’t allow for recurring transactions or the ability to load up a previous transaction to use as a template to process as a new transaction. If you were putting through a sale it needs to be entered in as a new transaction, it can’t be created from a previously recorded transaction.

 

So if a customer was purchasing the same transactions on a regular basis, each time they did it would need to be recorded as a new sale

Regards,
Neil

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Trusted Partner Stuart_Donaldson
392 Posts
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Australia
Stuart_Donaldson
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Re: Load previous sale and process as new sale

I have an app for this... RMRecurring. It emulates the function of recurring transactions in AccountRight, with a few extra features like automatic updating of prices to current pricing. It can be applied to Sales Orders as well as invoices. Contact me off forum for more details...

Stuart Donaldson (RMP)
donaldsonsit@bigpond.com
Developer, ODBC, Access, Crystal
122 Moxhams Rd Monbulk Vic 3793. Ph: 0418 148 569



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