Sell items over time with Order Manager
Do you create quotes for customer orders, and then face the tedious task of tracking their sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new Order Manager was designed for you.
Order Manager: How to turn quotes in to orders
Inventory, Invoice/Quote, Knowledge Base, Process
When a quote becomes an order, the item quantities and prices are fixed and cannot be changed. This safeguard ensures that a customer always receives the quoted price for an order item, but that this price is only good for the quoted amount. If additional amounts of an order item (beyond the quoted quantity) are […]