AKPolarBear
MIS
Is there a way to use this feature with all OE type's and not just when you cancel a quote?
Tek-Tips is the largest IT community on the Internet today!
Members share and learn making Tek-Tips Forums the best source of peer-reviewed technical information on the Internet!
-
Congratulations IamaSherpa on being selected by the Tek-Tips community for having the most helpful posts in the forums last week. Way to Go!
Lost Sale Codes
- Thread starter AKPolarBear
- Start date
- Status
No, but that is a great suggestion.
Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports
"making predictions is tough, especially about the future" - Yogi Berra
Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports
"making predictions is tough, especially about the future" - Yogi Berra
I would agree that does sound like a good idea. It would only have value if when you deleted an open order it posted to the sales history - like quotes.
I have always advised clients to invoice the order with zero qty to ship, and add a header comment saying order canceled.
I have always advised clients to invoice the order with zero qty to ship, and add a header comment saying order canceled.
- Thread starter
- #4
AKPolarBear
MIS
The other reason to use this besides tracking is to prevent OE numbers from being misused or "misplaced". I don't like seeing gaps in the number sequence.
- Status
Similar threads
- Locked
- Question