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'Inventory - Include Purchase Orders in the Latest Transactions' has been merged into this idea

Invoices & quotes: Quoting

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Inventory - Check items on Quotes and Orders from Products and Services screen

When checking information on the inventory screen it would be extremely helpful if you could click on the 'In committed quotes' or 'Quantity on order' to see the customer or supplier to which they are assigned. Sometimes I need to chase a supplier for parts but have to waste time trawling through the purchase orders to track down who they have been order from. Likewise it would save time to be able to go straight to the customer quoted once an item has been received.

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Margaret Zdunek shared this idea  ·   ·  Report…  ·  Admin →
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  • Callum Bowran commented  ·   ·  Report

    Strongly support this - we sometimes need to move orders around. It'd be incredibly helpful to be able to click on 'In committed quotes' and see the customers they're assigned to.

  • Paula Johnson commented  ·   ·  Report

    The quantity on order amount in a Tracked Product would link to the relevant POs

  • Ana Labosky commented  ·   ·  Report

    ability to track PO, Bill and Invoices related to quote

  • Samuel Baker commented  ·   ·  Report

    How is this not a standard feature. What use is it telling me a certain number of an item are committed in quotes but then not let me see which quotes they are!

    Please give some time to provide a much needed update to the Inventory feature.

  • Melanie Jenkins commented  ·   ·  Report

    Items - under Latest Transactions, include quotes, draft invoices and purchase orders.

  • Sasso USA commented  ·   ·  Report

    Hi,

    I would like to know if it's possible to enhance the "Products and Services" area. Specifically, when you click on a product in the "Quantity on Order" section, it should allow you to view the Purchase Order (PO) associated with that item. Additionally, I think the latest transaction list should include the Purchase Order for each item. It would also be helpful if items on quotes were listed in the latest transactions. (See Screen Shot)

    Thank you!

  • Gary Chan commented  ·   ·  Report

    Products and services can only tracked sales. But not able to track quotes

  • Chris Durnall commented  ·   ·  Report

    When on a product screen and you have X amount of parts on order I would like to be able to click that too see the purchase orders relating to it.