This intray is brilliant if you want to link to an already completed bill, or creat a new bill. Absolutely awesome tool.
But it really needs some work where the situation arises that you get an invoice for something you have generated a purchase order for....
It really needs to have a "command' that when selected opens the purchase order indicate you would link it to, and a new bill with no "Bill number" to allow the user to view them side by side in 2 windows, to ensure correct accounts are selected, quantities/prices/dates/products etc are acceptable, make any changes, then to a "merge" command, to merge the Purchase order number into the copy you wish to keep, link the pdf of the bill to that copy, covert the purchase order to a bill, and record.
A final top stone would be an intray in the sales command center, for orders recieved from customers where they have simply emailed or faxed an order with out having a quote for the sales team to link it too. upload the pdf copy of the order, and create a sales order or invoice from that.
This would make the software very much more time saving.
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