Method:Classic General Q&A

Re: Sales Order Custom Fields and Templates

Method_Jason — Tue, 13 Aug 2013 14:21:48 GMT

Brian,

Fran is absolutely right! Just an extra thought though. You won't be able to bring your templates over to Method with one click, but you can design your Method screens to look similar to your Quickbooks templates, using the same fields of course! Like Fran mentioned, you can always contact an in-house consultant or a Method Solution Provider to help you set that up.

Jason

Re: Sales Order Custom Fields and Templates

fran — Fri, 09 Aug 2013 04:27:47 GMT

Hi Brian,

Your custom fields do show up in the tables in method. You will need to customize your Sales Order screen to add your custom fields. You can also customize to contain all of the fields you have on your Template in QB.. This is what makes Method CRM so cool... If the field belongs in QuickBooks, the data entered will go to QuickBooks and vice versa. If you don't feel comfortable making these changes yourself, you can contact any of the Method Solution Providers or Method to customize the screens for you. Have fun...

Sales Order Custom Fields and Templates

ecoxotic — Thu, 08 Aug 2013 20:20:24 GMT

In QuickBooks we have a custom field for Serial Number and Warranty Reason that we use for reporting on warranty items. We also use Templates for our warranty reporting, for example if you choose the template "warranty sales order" then we can report on all warranty items that were sent out.

So I would like to know is there some way to get our custome fields to show up in Method?
Is there some way to get our templates to show up in Method?
Finally is can that information be sent to QuickBooks when an order is placed?

Thanks,
Brian