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Sales: Update sales invoice with current pricing when converting from order

Trusted Cover User

56Posts

5Kudos

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56 Posts
Trusted Cover User
Australia

We often receive orders well in advance of the sale date, but the sale prices vary from day to day, and the client pays the price that is effective on invoice day.   Quotes are not firm.   

Therefore, it would be great to have the ability to check the prices (optional override) when converting from order to invoice.

There's way too many transactions and items to go through each and review individually.

Currently we get around this by using excel spreadsheets to record pre-orders and then re-key the info at the time of invoicing into MYOB, which is very time-consuming.

I know this one has been asked before, I would even consider an ad-on purchase where we could run a price-update function over the day's quotes or orders before converting them to invoices.

Thanks!

 

"Updating sale prices when converting an order"

Current Status: Open
Last Changed: August 2018

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages

1 Comment
Steven_M
45,180 Posts
Former Staff

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages