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boylanov · 06-13-2020

boylanov · 06-17-2020

If the technician sold it and it locks out your ability to unsell I have been doing the following:Duplicate the estimateGo into the invoice and delete the sold version (original)Go back to the opportunity screenNow if you mark it as sold, going forwa...

boylanov · 06-17-2020

I don't have the answer, but our Warehouse Manager has been asking the same question.

boylanov · 06-16-2020

Yes, exactly.

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Deferred revenue entries print on the clients invoice. It can be confusing to customers to have internal accounting items printed out on their invoice. Is there a fix or workaround that anyone is aware of?

Re: How can i un-convert an estimate that was converted in error so that the Total sales is correct?

Re: For those of you who are using the replenishment tool to order all of your stock: How do you deal with piping materials? Are the techs posting out every fitting and every length of pipe they use? Or do you have an additional work flow for these items?

Re: Deferred revenue entries print on the clients invoice. It can be confusing to customers to have internal accounting items printed out on their invoice. Is there a fix or workaround that anyone is aware of?