Auto quote expiry
Posted: 01 Apr 2016, 11:42
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
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