Results 1 to 3 of 3

Thread: standard quote2sales order2invoice possible

  1. #1
    pdv
    pdv is offline Junior Member
    Join Date
    Apr 2009
    Posts
    1

    Default standard quote2sales order2invoice possible

    Hey, as I'm a newbie and trying to search a complete crm for a friend of me I was testing sugar and ....... In ...... you have the possibility to create a quote, then make a sales order (with the info from the quote) and afterwards create an invoice (also with the info of the sales order). Is there any possibility to achieve this in sugar because this is the only thing that is stopping me from proposing sugar to my friend.
    thx

  2. #2
    REByers is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    North West England
    Posts
    182

    Default Re: standard quote2sales order2invoice possible

    In the Professional and Enterprise versions the Quote module exists.

    You can create a quote, and from that record create and Opportunity record, I think this would be your sales order.

    With my company we use the Opportunity records as job cards for delivery as well.

    The Quote module can then be used to create an invoice output as well, but it is not part of a finance system.

  3. #3
    Baledge is offline Junior Member
    Join Date
    May 2009
    Posts
    3

    Default Re: standard quote2sales order2invoice possible

    Great, I will try Quote module, Thanks.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Default value in a standard field
    By dusker in forum Help
    Replies: 4
    Last Post: 2009-03-06, 12:18 PM
  2. Set the default value of a standard field
    By pbperche in forum General Discussion
    Replies: 8
    Last Post: 2009-01-14, 08:37 PM
  3. Standard includes and stylesheets
    By gfreeman in forum Help
    Replies: 0
    Last Post: 2006-08-19, 03:50 PM
  4. Non-Standard PHP.INI issue
    By GreenBanana in forum Help
    Replies: 2
    Last Post: 2006-07-16, 04:41 AM
  5. Attachment with non-standard port
    By mak in forum Help
    Replies: 0
    Last Post: 2005-01-10, 03:35 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •