We are starting to use the quotation module and are very confused. I understand that you can set up quotes to either go to the sales order or the sales invoice module within settings. However, why does it do this at the point of quote? Surely it would make more sense to only do this when you marked the quote as won? Otherwise when you lose a quote you still have an entry in the sales order or invoice list so not only do you have to mark the quote as lost, you also have to delete the entry in the sales order or the sales invoice section. This means that your run of numbers does not follow on which is a red flag for the VAT office if you are ever inspected.. Also, when you set quotes to go to sales order, when you then run the standard report called 'sales order quantities left to despatch by stock code' it includes the quotes. This means that my production team would run this report and think they had to build the items included on the quote. This is not the case, you would not build it until the quote was won. Very dangerous!
Surely a quote should only show under the quotations section until you marked it as won, at which point it would create either an order or an invoice.
Thankyou
Guest
A technical reason for quotes automatically being accepted and converting to a sales order makes the process incorrect and the ability to calculate conversions/wins etc impossible. Please can we manually update the quote when it is accepted so we control what our clients say and not a technical reason lead the business analytics?!
Apparently there's a technical reason it creates the Sales Order.