insane_irish
New Member
- Joined
- Nov 4, 2005
- Messages
- 1
Hey guys, I am trying to come up with an Excel file to use in my business that is simple and efficient to use. I got the MyInvoicing file and it is a step towards what I am trying to accomplish, but I need to expand it. My needs will follow the sequence below and I am hoping to expand the MyInvoicing program to meet these needs. Can anyone assist?
1) Create a quote, print it, and save the details (including line items). The quotes can look exactly like an invoice, but simply say quote on them instead of invoice. Would also like to be able to input my cost on the part & possibly the vendor to purchase it from.
2) When I receive an order from the customer I would create & send a purchase order based on my quotation to the vendor linked to that part number. So I need some way to pull the information from the quote into the "purchase order" form (again, it can look exactly the same) with the vendor information and my cost information.
3) Upon shipment my vendor will invoice me and I would in turn create & send an invoice based on my quotation, so again pulling the information back into an invoice form.
1) Create a quote, print it, and save the details (including line items). The quotes can look exactly like an invoice, but simply say quote on them instead of invoice. Would also like to be able to input my cost on the part & possibly the vendor to purchase it from.
2) When I receive an order from the customer I would create & send a purchase order based on my quotation to the vendor linked to that part number. So I need some way to pull the information from the quote into the "purchase order" form (again, it can look exactly the same) with the vendor information and my cost information.
3) Upon shipment my vendor will invoice me and I would in turn create & send an invoice based on my quotation, so again pulling the information back into an invoice form.
