I have been asking for this feature for a very long time, but my request was from Purchase Quote to Sales Quote, however for some reason which baffles me, there is resistance for adding what should be a vary basic feature for workflow which both eliminates typo errors and saves time.
As you keep asking why, the reason why would be very simple to understand if you regularly worked with formal RFQ or Tenders and did this step manually with multiple line item quotes, multiple times a day, every day.
Step #1 receive an RFQ from client (email, fax, WhatsApp, LinkedIn, FB, Tender Portal/gateway, etc)
Step #2 copy RFQ/Tender requirement details into the Purchase Quote (without pricing) and send to various competing vendors to be able to compare price, availability, delivery schedules etc.
(note: sometimes the tender requires you to supply products from multiple vendors, so consider how this looks if for instance one enquiry - material sourced from two or more vendors plus any value adding by your labour as services)
Step #3 edit the Purchase Quote and re-issue to vendors when there is an enquiry variation on client RFQ/Tender and where vendor provides specific product details which improve the enquiry descriptions (i.e. part numbers, product long names, special features, product options, measurements, colour, packaging details, hazardous goods information, tariff exemptions, etc).
This process may be continually refined until you have the most suitable vendor with all details clearly defined.
Step #4 ***MISSING FEATURE *** copy all the line item details “verbatim” from Purchase Quote to Sales Quote, add then add mark-up + labour & freight and anything else and quote the client (knowing there are no variation errors between the vendor product and what you are offering your client).
Doing this manually is horrific, especially as in edit mode there are no line numbers visible, so copy and paste one line at a time gets nightmarish around line 30
Step #5 IF the client accepts your Sales Quote and issues a PO to your business, then …
- Raise Sales Order from Sales Quote
- Raise Purchase Order from Purchase Quote (reference SO & vendor quote ref.)
- When invoiced by vendor Raise Purchase Invoice from Purchase Order (some are pay 100% up front)
- When goods arrive perform service per SO with products from PO until project is completed
- When job complete, close Sales Order and Raise Sales Invoice from Sales Order (some clients are as much as 60-90 days from invoice and acceptance of work/products)