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 invoice or quotes number.
- Albare7 years agoTrusted Cover User
I would like a similar feature however with some increased functionality.
In your case I save a quote as "Save as Recurring" making sure in the "Recurring Schedule Infomation" window I choose "Never" for Frequency. This is helpful where I might quote with 30 + items listed. This method also uses a new Invoice No.: so you dont have to change this from your saved quote number.
The problem I have is when I create a new Quote using the "Use Recurring" tab at the bottom of the Quote window I can enter a new Customer name etc, however all the item's prices are based historically on when the recurring quote was created which may be over 2 years ago and so you have to go through every item updating to the current price. It would be perfect if when selecting "Use Recurring" all current pricing was populated instead.
- Jeff_AccAddons7 years agoValued Partner
Hi AndrewSimms
I havent seen your previous email so not sure if your aware of save as recurring. It's not what your suggesting but does provide a way of effectively taking a copy of of an invoice or order.
So your process could be:
Find an existing invoice or order to copy from and open it
CLick Save As Recurring and set the Rrequency to Never and change to prefix of the Recurring Transation Name from Sales to "Copy: ..." so that you can then search of all the copies you create.
Then create a new order/quote and clicking Use Recurring and then search for copy and your customer name and select the one just created
You can then edit the date and other fields from a copy of the original and then save as a new transaction
Jeff
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