Settings and activity
3 results found
-
7 votes
Thanks for sharing this idea. This partial-copy feature might be used whenever you need to copy a quote or invoice to another transaction, such as another quote or draft invoice.
We've reviewed this idea and now it's up to the wider community to get behind it.
Please share this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Vladimir Alvarez
shared this idea
·
-
16 votesVladimir Alvarez
supported this idea
·
-
177 votes
Hi everyone, appreciate the continued interest and support this idea receives.
I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.
I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.
I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks
Vladimir Alvarez
supported this idea
·
An error occurred while saving the comment
We sell commercial office furniture and the way it works with us is that we create items to be used as barebones for informtion because of the infinite ways an item can be specified. For example item 40562:
Office Task Chair
Fabric:
Mechanism:
Arm code:
Base color:
During the quote, the rest of the information is filled out based on what the customer picked. When we create a purchase order using the "copy to" feature, all of that information is lost and needs to be entered again. This is madness. Who wouldn't want to purchase what the customer approved?!
This should be an easy fix by just adding a checkbox that says "Copy as entered". You already do this when you convert a purchase order into a bill.