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Convert Sales Order to Project

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Dirk De Meirsman shared this idea  ·   ·  Report…  ·  Admin →
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  • John Mohr commented  ·   ·  Report

    It is common for multiple projects to be negotiated at the same time; setting up the projects and sales order at the same time will save LOTS of time and reduce mapping and other errors from beginning to end.

  • AJ Cunningham commented  ·   ·  Report

    Makes complete sense to link the Sales Order to the Project as there should be a facility to associate the customers original Purchase Order to the project and this would logically be via the Sales Order.

  • linda commented  ·   ·  Report

    And how about being able to Convert the Sales Order to an Invoice WITHOUT having to leave CRM to do it???

  • Tim commented  ·   ·  Report

    Would be great to link the SO to project.

  • Anonymous commented  ·   ·  Report

    There should definitely be some automated ways to do this!

  • Julien Grandjean commented  ·   ·  Report

    If we can differentiate items for work and items for production, it can be great because we can convert items for work into projects.

    Cheers.

    Julien

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