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Hi Dawn,
A lead will become a customer as soon as a transction get sent to QuickBooks. So for example if you created a sales order for a lead and did not check Waiting for Sync Approval when that transcation gets sent to QuickBooks it turns the customer into a lead.
-Michael
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Is there a feature in Method for Memorized Transactions for recurring transactions? Looking for something similar to the feature that's available in Quickbooks.
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We'll have many sales orders and each sales order will have multiple items. Each sales order may have one or several NonInventory Items of our principle make to order product, sand castings, from a tooling inventory of 1000's or as custom. Each principle Item or casting may require additional line items for special services or ...
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Is there a way to copy a section of a screen? I want to copy the Existing Work Orders section of the Work Order tablink, make it a new section and then edit it. If not, is there a way to copy an existing grid to a new section?
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Hi Michael, I added another test customer and checked the Waiting for Sync Approval for the sales order and this time it didn't go into Quickbooks. My question now is - where does the approval occur so that it does go into Quickbooks?
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Hi James,
[quote user="jnoneiliv1"]but over time we'll accumulate
a lot of Sales Oder Line records and it feels a bit computationally inefficient
for maintaining a schedule of open Sales Order Line items[/quote]
Are you only creating one sales order that you will use indefinitely? Or will each sales order just have many ...
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Michael,
I just wanted to let you know that I can repeat this predictably and I'll send you a screen shot.
It's not a big problem and easily worked around, but a bit cumbersome when editing a lot of items, I'll characterize for you in the mail.
Cheers,
James
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I'm wondering if there is a recommended strategy for closing sales order line items in Method.
I can see that Sales Orders have isFullyInvoiced and isManuallyClosed boolean fields to manage the open or closed status of an order, but we need to treat each Sales Order Line for a NonInventory part as a "Job" and maintain open or closed ...
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Hi cpitts,
This should now be working.
-Michael