Method:Classic General Q&A

Re: Converting an Estimate into a Sales Order

billm — Thu, 20 May 2010 18:37:04 GMT

Not doing this in QB. This is being done in our E-Commerce package (www.americommerce.com). I was hoping that Method had the ability to fill in the features missing from QB. It would be nice if you had the abillty to link over to UPS/FEDEX and calculate shipping costs.

Re: Converting an Estimate into a Sales Order

Method_Valbon — Thu, 20 May 2010 18:08:11 GMT

Hi there,

Are you currently doing this in QuickBooks and if so how? Can you elaborate on how you calculate shipping now?

Keep in mind that the Estimate to Sales Order conversion is not something that is supported by Intuit’s SDK. What’s actually happening here is Method’s mimic of this process via Method actions.

Converting an Estimate into a Sales Order

billm — Thu, 20 May 2010 03:27:08 GMT

So I have customer who didn't want to purchase from the website, insists that I generate a quote which I did. Then they call back and want to place the order in person and gives me the CC info. So I go into Method and find the ability to turn the quote into the sales order. Nice. But now I have to calculate shipping and I don't see where Method will do this. Any help is appreciated.