When I view a Quote and use the “Copy-To-New Sales Invoice” option, the Quote Number is shown on the Invoice along with an empty Order Number field. This lets me link the Invoice to the Quote. When I view a Quote and use the “Copy-To-New Sales Order” option, the Quote Number does not show on the S…

[image] LeeK: When I view a Quote and use the “Copy-To-New Sales Order” option, the Quote Number does not show on the Sales Order. Also, when I view the Invoice and use the “Copy-To-New Sales Order” option, the Quote Number does not show. In both cases, that is because there is no quote numbe…

[image] Tut: I am surprised this is not already in the ideas category. I will put it there and edit the title accordingly. I suspect that the reason why it’s not already in the sales order is largely down to the lack of status for quotes and orders. I myself initially started using Sales Orde…

This has been implemented as per [image] Status of quotes, Sales Orders and Purchase Orders Idea I currently use a custom column field to set status of quotes for open, closed or successful, failed etc. However, this is not desirable as the default view should be to vie…

[image] lubos: This has been implemented as per @lubos The implementation of the Sales Quote reference number passing to the Sales Order, and the Sales Quote + Sales Order reference numbers passing to the Sales Invoice is a great improvement for document control & ISO compliance, thanks (I ca…

Add Quote Number Field to Sales Orders

lubos May 6, 2021, 9:17pm 4

This has been implemented as per

Topic		Replies	Views
Order field on sales invoice form	48	2186	August 3, 2022
Missing fields on Copy to invoice	2	240	July 14, 2022
Clone Purchase or sales Quote number to the new orders	2	363	February 8, 2021
Sales order reference number on customer statements	2	812	June 1, 2021
Quote No & Order No in Sales Tax Invoices	16	262	May 9, 2023

Add Quote Number Field to Sales Orders

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