Right now I create a Sales Quote, which I issue to my client for approval. Once approved, I “Copy to…” this Sales Quote to the Sales Order tab. Once the work is complete and I want to issue an invoice to the client, I “Copy to…” the Sales Order to the Sales Invoice Tab. This is all perfect.
The problem I am having, is how to keep track of which Sales Quote has been copied to Sales Order, and then copied to Sales Invoice. There should be some indicator or status which would tell you which Sales Quotes have been coped across etc.
See attached example.
If there is currently a way to know the status of a Sale (which I have missed), please let me know.