Let's say I have an order.. it has 30 items on it totalling $3500. Is there a way to calculate a list of only the items we have in stock to give to a customer and get the total pieces, amount, etc?
What we're doing now is making a copy of the document, deleting the new items which have not come in yet, printing a proforma invoice, sending that to our sales rep, and then deleting the new order we created. Seems like more work than I should have to do.
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Where a new field called "Qty_Ordered" was created.
It then checks with the actual Qty avaialable = which is basically the quantity minus the qty alread allocated (or already on a sales order)
so if we have an item that has 100 pcs & 10 is on an order already (leaving 90)
if we enter 100 in your sales order the Qty_ordered says 100 & the Qty field shows 90.
Like I said this is a mod but I don't think it was all that hard to do.
Perhaps, if you can't do that - have you tried using the Sales Quotes?
Create the order (doesn't effect anything) if the order is accepted you can use the create sales order function
http://www.BiloBeauty.com
http://www.autismspeaks.org
Sales Orders or anything, only in that report I believe.
I will look at the Sales Quote feature. Thanks!
EDIT: Sales quote looks pretty nice, but also pretty basic. I'm going to first ask if it's something we'd like to start using at my office. I can explain them what could be our benefit and then I'm going to add in a column for color and size if possible. I think that is all that's possibly missing from our report.
http://www.BiloBeauty.com
http://www.autismspeaks.org
Just set the Quantity To invoice field to the Quantity you have available and then press F9 to get the amount.
KISS !
http://www.BiloBeauty.com
http://www.autismspeaks.org
:oops: oops I must have had this open a long time before replying, I was replying to the first post and didn't see the other replies.