Quotes - View all outstanding/back order items for all of a customer's quotes
When entering a quotation, is it at all possible to do a selection per customer so that we can print out a "back order"list from the quotation. This will enable us to see the customer's name and description for all outstanding orders. Then we dont have to go into each and every quote seperately?
1
vote

Hi Elize, returning to your idea here I wanted to highlight the Receivable Invoice Detail report where we have common formats for All quotes detail or Outstanding quotes detail. You could run these report with a filter for the specific contact you're wanting to see this information for. 😊