Hello it has been suggested by our Manager Users that if it were possible for the Accepted Quotes to perhaps remain arranged in their order of creation. Maybe date order. What happens is the accepted quotes go to the bottom of the stack and are greyed out. Which makes sense in a way because they are dealt to, done and dusted so to speak.
The use case I understand is that if they remain in creation order it is easier to reference the most current quotes for a customer product or service even if accepted and then copy or clone to say another customer based on latest quote that was accepted. Essentially it is a bit of a speed thing where date timing offers most recent information, in this case quicker. It will probably not look as cool as the result will not be status ordered / arranged.
Does this make sense… Maybe some filter option to show as quoted on “Quote Reference”?
There is no way to satisfy every user with a default sort order. Someone will always prefer a different approach. You already have options:
- If you prefer sales quotes to appear in a single sequence, sorted by date, simply do not indicate quote numbers on sales invoices. That will bypass the status feature.
- If you want the status to be displayed, you can still sort by the various columns by clicking on column headings. In this case, the sort is applied as a secondary criterion. In other words, you can sort the Accepted quotes by date, reference, customer, or other factors.
I revisited this user request and lean towards the arrangement as it is. Basically I agree once the quote has been accepted by being converted to an invoice it makes sense that the quote is out of the way and sent to bottom of the stack because it is done with. The users can look up the customer in question to get a full list of quotes and the status of each.