I have several open Quotes which I want to close off as the customer has not accepted them. I don't want to delete them completely though as I may want to refer back to that quote if the customer returns in the future.
1. Closed (or Invoiced if you like) are different to Declined
2. The way I see it:
a. Quote is "Open" until a reply is received
a1. Customer accepts - quote status can be changed to "Accepted"
a2. Customer declines - quote status is changed to "Declined"
3. Accepting the quote does not mean an invoice is created. It confirm the sale. The job may take 2 months to complete and quote remains as "Accepted".
4. When job is completed, material is supplied, etc, etc the quote can be converted to an invoice
That is when the quote should change to "Closed" or "Invoiced".
5. The same way the invoice then shows in the activity field "Created from Quote###" it should also have a similar activity field in the quote maybe with "Invoice created IV###". There may be instances where a job is part invoiced (deposit) with the balance invoiced at the end. By having the activity field, one could see all invoices created from this quote.
Stucky
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