I’d like to make a suggestion to add a menu function to copy directly from Purchase Quote to Sales Quote, but possibly drop the pricing data.
Purpose: After preparing a PQ to send as RFQ to your vendors and receive their responses, the next steps will involve:
- adding your sales markup; and
- quoting your customers.
Having a menu option to copy the PQ details (item description & qty) across to SQ (removing vendor name data and possibly prices) will speed up the process especially for enquiries with many line items and complex description details
Benefit: save time typing same details and qty and remove typo errors
Note: some may prefer to leave the vendors pricing in the SQ for manual calculation of MU, others may want to remove it to avoid risk of accidental sending vendor cost to clients and rather perform calculations externally.
A supplementary suggestion would be to add a field for MU% calculation linking through from PQ to SQ, this would be optimum for tweaking margins without leaving manager and doing parallel spread sheets.
Such function should be viewed with future capability to drill down on orders to look at GM on individual orders, by linking SI & PI in much the same manor.
Second request for Purchase Quote, that it be included under form defaults, including custom theme as default