Hi @lubos I am aware that you are overhauling the quotes-orders-invoices system as you have mentioned in a few topics that you want to introduce other features to streamline the process. I think that you indicated that it would be a few months before you rolled out the changes.
I was just wondering if it would be possible to implement a short term fix to status of quotes/orders as this would address the biggest issue with the quoting/ordering/sales process as its easy to loose track of things if we cannot tick off completed quotes/orders etc. The program works brilliantly for me, apart from this area of lack of status of quotes and orders.
Or do you have any timescale when your overhaul of the quotes-orders system will be implemented. If its only going to be two months, then its ok to wait, but if its going to be six months, perhaps a short term fix for status?
I was also wondering whether it would be possible to add to the summary screen the option to view expected expenditure and expected income - deriving that from sales orders and purchase orders. Obviously this will only work once you have completed the status of quotes/orders because the summary page should only reflect open orders, not closed orders.
I very often put things onto a purchase order because I am not going to be paying for it immediately or within 30 days as I have not actually placed the order with the suppliers, but the summary page does not reflect this expected expenditure. From a cash flow point of view it would be very useful to be aware of how much money needs to be made available for future orders that have been placed in purchase orders. Also to be aware of future income that has been put onto a sales order, but has not been invoiced.
I realise that sales and purchase orders are internal documents and nothing to do with accounting in terms of financial transactions, therefore you don’t want these form part of the accounts, but having an expected expenditure and expected income on the summary page should not intefere with the actual book-keeping per se - it would merely track cash flow.