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KashFlow Ideas

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Status New
Product IRIS KashFlow
Categories Customers
Created by Guest
Created on Nov 16, 2020

Additional tab for customer quotes/PO request

At the moment, there are only 2 tabs under customer. A third tab would allow us to create both quotes and then subsequently Purchase Order request and then convert that into an invoice. Our customers request a quote first and then once that is agreed, we need to send them PO request before work starts. Atm we have to swap the 2 headings in settings each time we do this which is a pain. I'm sure a lot of companies have this policy of quote, PO request then invoice. I'm really surprised that this feature hasn't been considered by Kashflow before. Please get it changed

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