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ProjeQtOr free project management software - Copy Quotation into Order - ProjeQtOr

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Copy Quotation into Order

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08 Avr 2014 14:15 #1 by abelinux
Hi all!

I hadn't paid much attention to the orders/quotations items yet. I'm not much of an accountant guy, really :sick:

But I've tried in the last couple of days to try this functionality, and I'm puzzled about this:

- In the manual (yes, I RTFM ;) ) it states: "a quotation can be copied into an order when corresponding document is received as customer improvement"
¿What does that mean?

- I tried defining a "dummy" quotation, filled it in, and then used it as the origin of a new order, that I created afterwards. No data in the order is "automatically filled" from quotation's data (which is what I had expected). I tried this with quotations in different statuses, and the result was always the same: nothing happened :pinch:
Am I doing something wrong? Or is it that I imagined that this was possible, but it's not :P

What am I missing? Could someone explain the process, please?

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08 Avr 2014 14:35 #2 by babynus
Replied by babynus on topic Copy Quotation into Order

- In the manual (yes, I RTFM ;) ) it states: "a quotation can be copied into an order when corresponding document is received as customer improvement"
¿What does that mean?

This means that documents (such as user manual) should be reviewed before publication :oops:
You should read : "A quotation can be copied into an order when corresponding document is received as customer agreement"
This means you send a quotation, as a proposale, and when the customer agrees with the proposal, he send you an Order sheet, that you can register in the tool.

- I tried defining a "dummy" quotation, filled it in, and then used it as the origin of a new order, that I created afterwards. No data in the order is "automatically filled" from quotation's data (which is what I had expected). I tried this with quotations in different statuses, and the result was always the same: nothing happened :pinch:
Am I doing something wrong? Or is it that I imagined that this was possible, but it's not :P

What am I missing? Could someone explain the process, please?

You just have to go to the Quotation and click on the "copy" button.
Then you just have to change "copy as new" item type to copy quotation into an order (this works for most elements)

Babynus
Administrator of ProjeQtOr web site

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08 Avr 2014 15:13 #3 by abelinux
Replied by abelinux on topic Copy Quotation into Order

babynus wrote: You just have to go to the Quotation and click on the "copy" button.
Then you just have to change "copy as new" item type to copy quotation into an order (this works for most elements)


OK, this was embarrasing :oops:

Couldn't be simpler, and works like a charm.

Perhaps, in order to prevent (or, at least, reduce ;) ) silly questions like this one, on this manual page:

something like: "for reference on "COPY AS NEW..." function search COPY on this manual (LINK)" could be added.

OK, I know it sounds pretty obvious now :silly: but when I first read that slide it seemed as if the "copy" function was triggered automatically, so I assumed it occured when defining a certain quotation as the origin of an order.

Or maybe I'm just trying to justify myself... I don't know... :lol:

Anyway, swift and correct as usual... Thanks Babynus! :woohoo:

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