Hi
Is it possible in Sage 50 v22 to set an automatic expiry date for quotes.
We've been caught several times where someone has clicked the "Mark as won" button, while not having any quote selected, which has resulted in over a thousand sales orders being raised.
Getting people to remember to set an expiry date manually is pretty much impossible, so the ability to have them auto expire won't put us in this position again. At most 30 quotes would be converted, not every open quote we've done in the last 5 years.
Cheers
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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
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Auto quote expiry
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brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Auto quote expiry
Not as far as I know.
I could write a 3rd party tool to do it. But would cost £300
I could write a 3rd party tool to do it. But would cost £300
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