multiple estimates into sales order

jenmahonjenmahon Member Posts: 1

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?

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 1,376 ✭✭✭

    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:


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • PhuongDoPhuongDo Reckon Developer Partner Posts: 237 ✭✭

    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.


    Phuong Do / Reckon Developer Partner

    [email protected]

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