One Click Quote To Order
Too many clicks becomes a time waste and facilitates more error possibilities. If there were a way to duplicate an existing quote EXACTLY into a SO by one click, we could eliminate the need to copy from and have to drag each line item over. Most of the time my customers order everything I quote.
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Guest
- May 11 2017
- Likely to implement
Related ideas
With current labor shortages, it's imperative that our active employees are more efficient. Time-eliminating steps would be greatly appreciated.
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Quickbooks already does this. I expected JobBoss would too. That really is too bad. I hope this will get added soon.
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And if there was a separate button to create a new job via the one-click method. That way, either sales orders or job entries would both be one-click. Job entries might be a little more rough because a job only references one part per job but I think JobBOSS could do it.
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We don't use the Sales order but if it created new Jobs that would be lovely also.
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Or better yet, add the ability to select either the entire quote or check box individual line items within a quote to One-Click order.
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