Group items

Lyn_10072495
Lyn_10072495 Member Posts: 60 Reckoner Reckoner
edited May 2024 in Reckon Accounts (Desktop)

Im wondering if the following is possible.

When doing Estimates and Invoices, I would like to delete an item which is in a group of several different items and priced accordingly. EG fruit basket - 1 apple ( $1) 1 banana ( $2), 1 pineapple ($3) and 1 paw paw( $4). The total then showing as $10.

If my customer doesnt want the banana, Id like to simply eliminate that word (by swiping and deleting) and then have the total rectify and recalculate itself back to $8. Is this possible?

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 565 Reckon Staff Reckon Staff

    Hi @Lyn_10072495

    Regarding your query, If the item has been created as a group of items with a specified amount set for that in Item List. It is not possible to edit that item when creating an Estimates or Invoices.

    However, Item itself can be edited and manually changed from Lists- Item List - Edit Item. Or another option to create a separate Item as per customer's requirement. I hope this helps.

    Please feel free to let us know for any concerns/issues. Thank you!

    Regards

    Tanvi

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited May 2024

    Hi @Lyn_10072495

    Unfortunately not.

    Another possibility is to Memorise the Estimate (with all the Group Items listed individually) then you can delete or edit lines as required, each time you generate it 😬