How do I do this?
Orders without prior Estimate
Posted: 5 October 2011
I have entered an Order without first entering an Estimate or Quoting a Price. Is there any reason that I have to enter an Estimate or Quote?
. . . . . Rob Smith
Nope ... I can't see why you HAVE to. We enter orders without estimates all day.
. . . . . Craig
Craig is right, Rob. All Morning Flight modules use the same pricing engine.
The only time you first need to do a quote or estimate is when a customer asks for it. Then, when the order does materialize, you'll want to convert the quote to an order rather than create a new order from scratch, to assure the order gets entered at the price you quoted. You may have changed some cost data in the interim.
FYI, orders converted from quotes only maintain the quoted price as long as what's ordered still matches what was quoted. Once you edit even a converted order, Morning Flight automatically reprices the order at current prices, i.e., prices in effect when the order is edited. If necessary, you can maintain the quoted price by manually entering that price on page four of the order entry window.
. . . . . Hal Heindel