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Converting an Estimate into a Sales Order

Last post 05-20-2010 1:37 PM by billm. 2 replies.
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  • 05-19-2010 10:27 PM

    • billm
    • Top 500 Contributor
    • Joined on 04-29-2010
    • Posts 5

    Converting an Estimate into a Sales Order

    Reply Contact

    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.

  • 05-20-2010 1:08 PM In reply to

    Re: Converting an Estimate into a Sales Order

    Reply Contact

    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.

     

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  • 05-20-2010 1:37 PM In reply to

    • billm
    • Top 500 Contributor
    • Joined on 04-29-2010
    • Posts 5

    Re: Converting an Estimate into a Sales Order

    Reply Contact

    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.
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