Forum Discussion

jamesg818's avatar
jamesg818
Experienced User
2 months ago

Formal Quoting without Item Codes

Hi - we run a re-selling business and do hundreds of quotes per day. We want to start doing formal quotes on PDF documents, however the nature of the business is alot of quoting, and we unfortunately...
jamesg818's avatar
jamesg818
Experienced User

Hi Sai,

 

Thanks for this.

 

if we did the quote as a service item, it would still ask for a G-L code to allocate to for each line though right? We are trying to simplify our quoting process but make it look more professional, whilst also not clogging up the system with alot of un used codes.

 

you mention Another option is to customise your quote templates in MYOB. You can set up fields that allow you to add non-inventory items without having to create new item codes every time.

 

can you please advise how to do this?

 

thanks,

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
2 months ago

Hi jamesg818,

 

That is right! Even when quoting as a service item, each line will still require a General Ledger (G-L) code for proper allocation. Here's a link that can help you in customising your quote template, Quote Template | MYOB Community.

 

Regards,

Sai

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