I have posted about this previously but given this was a year ago and longer I would like to post it again.
I believe it would be benefical for myob to provide the ability to copy existing quotes and sales and save them as new quotes / sales.
I find myself consistently re-writing new quotes that are very similar to others, for example only one or two transaction lines different. It is frustrating to know that I have already written this information countless times before and cannot simply copy previous quotes and invoices.
Two different ways I believe myob could implement this function are below:
1. Include the button: copy sale in the select from list window that opens for a customer when beginning a new quote or sale. In effect taking an existing quote and using it as a new quote.
or
2. Open an existing quote or sale and change the invoice number to save it as a new quote/sale.
Currently when you change the invoice number you dont create a new quote or invoice you just change that particular invoice or quotes number.
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