Method Community

 

Sales Orders on Opportunity App ribbon

Last post 07-17-2015 8:39 AM by mahlonf. 5 replies.
Page 1 of 1 (6 items)
Sort Posts: Previous Next
  • 07-01-2015 10:22 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Sales Orders on Opportunity App ribbon

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 07-08-2015 9:43 AM In reply to

    Re: Sales Orders on Opportunity App ribbon

    Hey Mahlon,

    Based off the Method:Classic Opportunities screen listed within an Edit Opportunity screen I see 'Estimates' and 'Invoices' listed.  

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 07-11-2015 11:27 PM In reply to

    • fran
    • Top 25 Contributor
    • Joined on 02-08-2009
    • Mountain View
    • Posts 453

    Re: Sales Orders on Opportunity App ribbon

    I agree with you Mahlon...I never agreed with MC presentation either.  Why would you have Invoices on an Opportunity. Opportunities are where you are atttempting to GET the sale.  It should be "closed" if you have an Invoice - cause then Contact is a Customer.

    Fran Reed
    FreedUp Solutions
    Intuit Solution Provider
    Advanced Certified Quickbooks ProAdvisor
    Advanced Method Solution Provider
  • 07-13-2015 8:42 AM In reply to

    Re: Sales Orders on Opportunity App ribbon

    Hello,

    Just wanted to update the thread and inform you guys I have put in a feature request for our product team to take a look at the Opportunities App Ribbon: Sales Order vs Invoices.

    I'll keep you both posted in this thread.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 07-17-2015 8:16 AM In reply to

    Re: Sales Orders on Opportunity App ribbon

    Hey guys,

    Updating our thread here, Sales Order has now been added to the Opportunity App Ribbon.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 07-17-2015 8:39 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Sales Orders on Opportunity App ribbon

    Great! Thanks!

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
Page 1 of 1 (6 items)