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 pro…

@mastertrading - Please do not post the same question in multiple locations. It segments the discussion, making replies hard to follow. It’s better to ask in one place only, and then wait for a response. Here is your topic, please reply there instead, now that it exists: Sales order is not working …

Maybe by adding a status column just like on invoices. add a finished date field on sales order form. On the sales order overview, add a status column if finished date is set - green label (sort to the bottom) if delivery date is set and today date is before delivery date - orange label with da…

In the past this item was viewed almost 3k times and now not even 1 comment… remarkable.

2,800 views, but only 20 comments. And three versions of what you suggest are already in the Ideas category. If you want to express support for them, you should post there.

Oops, must have missed them. Can you please point me to them so i can express my support. I think it would enhance the program at least for me it would.

Search the Ideas category for “sales order.”

Hi @tut , i searched for it but can’t find it, but that is not important. I think it is a good idea to have labels like this. So if you agree maybe you can put it in the idea section so @lubos can implement it in Manager. Thanks in advance :slight_smile:

I already told you it is there three times.

I searched for it but can’t find the improvement in the idea section as i suggested to implement labels on Sales Orders as used on Invoices. If i overlooked, sorry, but if this improvement is not in the idea section and you agree that it would improve Manager, please place it in the idea section.

@Frankie , select the Ideas category from the dropdown list at the top of the main forum page: ideas - Manager Forum . Search “sales order” as I told you to do. The first three topics in the search results refer to this subject. And I already told you twice that your request is in the list three times…

Status of a Sale > Sales Quotes, Sales Orders, Sales Invoices

sharpdrivetek March 8, 2018, 9:42am 31

check below.

Topic		Replies	Views
Status of quotes, Sales Orders and Purchase Orders Idea	91	10470	October 18, 2022
Status for sales quotes	24	5529	May 17, 2016
Short term fix for status of quotes and orders	9	1440	July 14, 2015
Status of Quotes and Orders feedback	6	728	May 23, 2021
Sales order status	12	1729	September 30, 2021

Status of a Sale > Sales Quotes, Sales Orders, Sales Invoices

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