make an estimate in inventory like in Books
In zoho books you can make an estimate and create an invoice from that estimate.
We would like to see that you could make an estimate in inventory, convert to a sales order, and then make a package and/or invoice from there.
(Alternatively, allow you to make a sales order from an estimate in Books, however it would be better to "live" in one system for the sales people rather than going back between Books and Inventory.)
This is a very important feature as many companies require having a signed estimate in lieu of a purchase order for all orders.
Anonymous
shared this idea
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Anonymous
commented
any update?
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Dave Oakley
commented
Just a quick mention from me - we use estimates in Books, mark then accepted or declined. The accepted ones then get converted to Sales Orders and automatically show as Sales Orders in Inventory where we can pack, ship, invoice or back order as usual. Agree it would be great to have them in Inventory too.
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Bial Nueirat
commented
Highly recomend and need this feature