We have two Divisions that sell items and use a custom theme to put a logo on quote, orders and invoices for one of them (the system default works for the other). Right now we have to remember to check the box for Custom Theme at each stage of the order. Would it be possible to automatically keep that custom theme info from quote to order to invoice?
Thanks!
Kris
You can clone an older one.
That would work for say the Sales Order but then when I turn it into a Sales Invoice, I still have to go back in and choose the custom theme again. That’s what I’m trying to avoid having to do. Since the only way to use a PO number on a Sales Invoice is to create a Sales Order and then create an invoice from it, cloning is not going to help.
Thanks for the input though.
Kris
Have you created a Form Default for all the documents involved?
Read this guide: Form Defaults | Manager.io
Thanks again but that appears to set the default for the form always, not offering to have multiple forms.
Let me try this again.
I have one company but two different divisions (different logos) that sell items. One Division sells to consumers, the other sell as a wholesaler and they have different names/logos. The one that makes the most sales is set in the form defaults.
The second company requires, at least as it works now, a Custom Theme to bring in the correct logo and name, That works and It’s worked just fine - we just need to remember to check the custom theme box and choose the theme. When I could put in a PO number on a Sales Invoice directly I only had to worry about doing it once.
Now that I have to create a Sales Order first to put in the PO number and then create a Sales Invoice from that Order, the checked Custom Theme doesn’t transfer to the Invoice - I have to go down and check the Custom Theme box and choose the theme again. This is the same process if I start with a quote. When I change the quote to an order I have to reset the theme and them I have to do it yet again when I create the invoice.
Just seems like if you start with particular settings and use that form (whatever it might be) the choices should move forward as you go through the normal process of a sale.
I’m not sure how else to explain this and perhaps the back end of the program wouldn’t allow for this but I thought I’d ask.
Thanks,
Kris
@Lubos please note that the treatment of carry-over a custom theme from quote to order to invoice should be consistent and not require selecting them again.
If Form defaults are set, it should work.
The issue is that there are different themes used but form defaults only would use one of them. The normal behaviour should be when copying from quote to order to invoice that the settings including the choice of theme remains in-tact.
I understand now. He expects the theme on, for example, a Sales Order to override the theme on a Sales Invoice during a “Copy to” operation if they have different themes even as Form default. Got it.