LOSING INFO IN SHIP TO WINDOW
When in a live cash sale quote (therefore the customer is on the phone with our salesperson), and having entered the customer's information (name, address, phone # etc) - if the customer then says that they want to accept the quote just given...MYOB loses all the info just typed in when I convert the quote to an order or invoice and I have to start again. This is a problem if the customer has hung up the phone in the meantime because all my contact info is lost.
Has anyone found the same issues and is there a solution other than quickly hitting 'record' for the quote and then having to backtrack and find it and change it to an order or invoice..seems like double handling to me!
Hi, SUP10
Thank you for providing the requested screenshots.
Upon investigation, the focus of this issue revolves around the customer's address, which is configured in the customer card file. When an invoice is created and subsequently converted to an order, the default address displayed for shipping will be derived from the customer's default address in the card file. We have successfully replicated this scenario on our end.
If the customer card file lacks an entered address, converting the invoice to an order will result in the removal of any previously entered address. Conversely, if an address is present in the card file, changing the sales invoice type will not affect the Ship to information, and it will persist in the respective field.
To enter a customer address, go to Card File > Cards List > Customer, and then select the zoom arrow to open the card file > Enter the address in the Address field, and then click OK.
Feel free to post again anytime if you require further assistance.
If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.Best regards,
Doreen