• Quotations archived - Sales orders - no traceability of the actual quote number, populate different fields

    I have a sales team, they send out the quote, the customer pays the quotation first and then makes the payment, at the same time this payments happen before we are able to even send them a sales order. The sales order is generated through order entry…
  • There are a few points discussion: 3 part invoice, effects on the BIC report, as well as the calculations fields don't make sense

    When running the sales master report (Even on the latest version after contacting support) 1. If I issue and invoice a client, I can see the sales figure correctly as well as the quantity. But when I invoice first or vice versa, when I run the intelligence…