I'm wondering what the best workflow would be for my use case. We do project based jobs, so our salesman will go out to a consult and sell an estimate that will be performed weeks later by an install team.
Currently it is pulling the inventory from his truck because he's the one that sold the job when it should actually be pulling from the install crews truck.
On that same note, we do real time job costing so we have an updated invoice running at all times during the project with the full scope of work on it, which is preventing me from creating a requisition for parts for the upcoming project so I can pull them.
One idea we had was to change the inventory location for the materials and equipment on the invoice to pull from our warehouse, but that just places it on hold and doesn't generate a pick list for me.
Is there a workflow I'm missing here where I can go from the point of sale to creating a requisition and pulling the majority of equipment and materials from our warehouse and then having them show on the final invoice for the client and so that it's job costed correctly?
