multiple estimates into sales order

jenmahon

hi i am on reckon hosted and want to know if possible to have multiple quotes converted to the one sales order, without having to copy and paste descriptions and totals?

Acctd4

Not for multiple Estimates into a single SO but it will do the process automatically 1 for 1 eg in each Estimate window, if you click on the dropdown next to Create Invoice, you can select Sales Order & it will automatically copy all the detail from that Estimate into a new Sales Order:

PhuongDo

Hi jenmahon,

I don't think you can do it directly in Reckon. But if you really need this feature, I can help you to build a custom solution.

Basically, you can select multiple quotes/estimates from a customer, and the output will be creating one sales order in Reckon. The sales order can have lines with each of them represent each quote's line, or it can be a combination of quotes (group by items). Really up to you how you want it to be created in Reckon.

Let me know if you are interested to learn more about it.