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4 results found
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3 votes
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Brendan Cogley
supported this idea
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10 votes
Thanks for sharing, Glen. We'll begin getting a sense of the interest in this from others in community here.
Make sure to share this with any other colleagues that'd find it beneficial too so they can upvote your idea.
Brendan Cogley
supported this idea
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81 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
Brendan Cogley
supported this idea
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2 votes
Hi Brendan, just to check when you say 'job' are you using Xero Projects or Tracking to record this atm? Will help when sharing back with the team.
Brendan Cogley
shared this idea
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An error occurred while saving the comment An error occurred while saving the comment Brendan Cogley
commented
Generally, I find it frustrating searching for jobs in the quotes list. I am not always supplied with the quote number, so I have to search using another report by description.
Generally, I find it difficult to search for a job and I am not always supplied with a quote number, so I have to search by description, using another report .