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Make Part(s) order available on Estimates

This is the Payson TCGUSA Manager and I would like to see Part(s) orders available on estimates, I cannot do proper estimates and have to m

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    mbates shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    7 comments

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      • Dan Joyce commented  ·   ·  Flag as inappropriate

        Integrating all part orders and charges so they work together would be great. It's a pain to turn an estimate into an invoice/ticket and then have to remove the charges to re-create them as a part order so they're easy to track. Being able to make an item a part order from an Estimate or Ticket charge would be great.

      • Eric commented  ·   ·  Flag as inappropriate

        Yes please allow part orders on estimates, it would make things easier for us as well and much more trackable.

      • Patrick Kelly commented  ·   ·  Flag as inappropriate

        I agree with CCW Technology, having the ability to create a part order right off of an estimate would be great. As it stands with the work flow the company I work for uses, I have to enter information twice. Once for the estimate and once for the part order. This feature would be a great time saver and streamline the estimate to ordering process.

      • Stephen Carr commented  ·   ·  Flag as inappropriate

        sometimes a customer wants something, in my case a battery. I don't need a ticket to track, just want to quote, then order and supply.

      • CCW Technology commented  ·   ·  Flag as inappropriate

        It would be great to either create a part order from an estimate, or take a part order and put it on the estimate.

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