Sales By Document - Quotes are not listed

started a topic over 3 years ago

The SALES BY DOCUMENT page does not list a sale until an INV number is generated. Quotes do not show in the list.

Consider the case where a customer says "Please go ahead with the quote you gave me last week". How do we view the quotes that have been generated against a particular customer?

Please list ALL sale documents, from Draft Quote to Completed Sale, in this list. This information is vital for sales staff who may be assisting a customer who has phoned in.  

1 person likes this idea
  • Agreed. They are in the Database and linking should not be an issue
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