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Creating invoices and orders can often be the first interaction you have with customers and suppliers and you want to get it right. Join our free live webinars and we'll run through the process, cover the ins and outs, and demonstrate how quick and flexible…

We often quote for programmes of work, a bit like a year of services (coaching or events), this is then approved by our client. We then invoice them monthly after delivery. When I update a quote to an invoice it's my understanding that it then shows…

The prices of the product we sell (windows and doors) vary by size and options. It's rare 2 items will have the same price. Does anyone know if it is possible to do Sales Quotes without having to select from a pre determined inventory/service list? I…

Hi Recently, I received information from my BP stating that in order to delete a quote or order in Sage CRM, it is necessary to delete each line item individually until the line items grid is empty. This process struck me as quite unusual, as in my…

Maybe this is an easy question? I can't find anything in the Resource Centre When writing an Estimate or Quote, the profit for the deal shows on my screen. It doesn't print, but often the customer can be behind me or looking at my screen as I write…

Morning We need to process about 120 quotes using Sage One Accounting Is there a way to process 1 quote and then export this, so that we can complete the other 119 quotes in Excel and then import into Sage again?

We'd like our quotes to display the product codes hyperlinked to their associated webpage on our website. Is there a way to do this with sage 100 and crystal reports? Seems like a very basic thing that should be doable.

Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…

Hi Were using sage 50 cloud accounts. At the moment we only seem to be able to convert sales orders to invoices. We cant seem to be able to convert a quote into a sales order and then into an invoice. Is there a way to be able to convert both quotes…

Is it possible to disallow or prevent someone from printing a picking sheet from a quote? We have had issues where a customer sends in a purchase order from a quote. The customer service rep pulls up the quote, enters the PO information, and forgets to…

Hi, Our permissions allows a Sales Rep to Add Quotes, but by not allowing him to Edit Quotes, he cannot view the list or convert it to a Sales Order. Am I right, is this the only way that he will be able to view quotes, when we allow him access to…

Hello All, I notice a client is getting this error all the time in their Sage 100 CRM Activity log. "Record 0001 does not exist in CU_OrderQuoteTracking_bus", anyone ever see this before? They seem to be having an issue with the orders/quotes in Sage…

Hi there. Have an issue with the above message when accessing quotes or orders via opportunity in CRM They are on 2018 R3 I have gone in and re-entered the pw under administration> user> Sage access in CRM. It sorted the issue for the user with the…

We have hundreds, if not thousands of old quotes that had an expiration date of 12/31/5999. I would like to start deleting these, but don't want to have to go one by one. I tried a few of the utilities in a test account, but I'm not having any luck removing…

We have issued an invoice to our client and only later started capturing the quotes. Is there any option to link an invoice to a quote if the invoice was not generated from the quote?Or at least mark the quote Accepted and invoiced?

Problem We have several users who look after sales and purchasing who are in different offices. Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user…

Hi Support, One of my clients has raised an issue with OE quotation. Once the quote is posted and printed, it cannot be edited and the post button also diappears. They are using Sage 2018 advance edition. I have tested with Sage premium and this issue…

I think this may be a subtlety of Sage 300, but I don't know. I have some converted Sage 300 data including a lot of quotes from up to November 2019. I can't print any of them out. When I enter a new quote, as of today 7/30/2020 it prints fine. I definitely…

Help please! I need to add a prompt to the system to warn users if they have not completed the Line Items for a Quote. When a quote is created the "header" record is created and then you click on the New Line Item button to add the "detail" records…

Hi, Our quote and invoice templates are currently set up to show the sub-total and tax line in the body of the document. However, my sales team would like is to have it listed at the bottom of the document like where the total amount line is (in the…

We are currently working on overhauling a CRM system. We upgraded the system from 7.2 to CRM 2019. While working in the system, we noticed that there is no Quotes or Orders entity. However, we do see a Quotes Type entity. How do we get Quotes and Orders…