Locations visble on Quote layout
Hi All, We are using AccountRigh Premier and we have set up the locations within the business, but we have an issue with the quotes page where the location isnt showing. As you can see in the first image there is no column of data for location on the quote page. We can click into the inventroy card thorugh the blue arrow, but this isnt always quick, and when we have a customer on the phone and maybe 10 items we are quoting and we want to confirm the location we can have a lot of wait time which isnt ideal. However when we do this on the order page, we see the below column for location which has a drop down arrow and will allow our staff to see where the items are in a very clear and concise mannor. My question is, can this be added to the Quote page somehow? any feedback would be appreciated.
Forms: Invoices - Terms and conditions/second page
Suggest that we are able to add a 2nd page to all quotes/orders/invoices for things like Terms and Conditions that can be automatically printed within MYOB. As a minimum and pre-cursor to this suggest that the Labels format be changed in AR Live to allows us to have 1 A4 label on the page so that we can use this for Quote Terms and Conditions like we have been using in previous versions of MYOB. "Ability to add extra last page to custom forms for Terms and Conditions"
Sales: Ability to set a default form for invoices and another for quotes
I would like to set one default form for an Item Quote, and a separate default form for an Item Invoice. In other words: We have 2 Form Templates - one for quotes - lets call this one "QuoteFormat", and another for invoices - lets call this one "InvoiceFormat". These forms are slightly different At the moment we have the default set as "QuoteFormat" so that every Item sale by default prints/emails using the "QuoteFormat". Every time we have to send an invoice we need to change the form to "InvoiceFormat". This requires [unnecessary] extra clicks, it's easy to forget to do this, and certainly slows the process down - I use the latest AccountRight Live (2015.2) so it is often quite slow to display the list of available forms. An additional important benefit to this would be the ability to use the "Save to Disk" feature on Invoices - which CANNOT select a custom form other than the default (Crazy, right??) If anyone has any ideas, please post them :smileyhappy: "Separate default forms for (item) Quotes and Invoices"
MYOB Invoices (app): Ability to record quotes
Why can't we do quotes through the On The Go App? We have a service business that provides quotes which we then change to orders when the customer has decided to go ahead. It is only when the job is complete we change it to an invoice. Currently (for us) the On The Go app is only good for looking up customer details and nothing else. The app needs to have the option of quoting! I can't even view any quotes or orders already in the system- I can only view invoices, is there any point to that? "on the go app quotes"
