Tracking Estimate To Order

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ShopManTim
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Tracking Estimate To Order

Post by ShopManTim »

Is there any way that I can keep track of which estimate created which invoice? For example: I begin an estimate for a set of tires for a customer. Customer gives me the ok to move ahead. So, I convert it to an R/O and eventually to an Invoice. Can I see which estimate I initially began with?
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Silky7
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Re: Tracking Estimate To Order

Post by Silky7 »

Absolutely. The original Estimate# is on the top of most of the templates:
Org_est.png
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ShopManTim
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Re: Tracking Estimate To Order

Post by ShopManTim »

Ah yes! How could I have been so blind? Well, all I can say is "Thank You" for your assistance.
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Silky7
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Re: Tracking Estimate To Order

Post by Silky7 »

You're welcome. It's easy to overlook the familiar. :wink:
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ShopManTim
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Re: Tracking Estimate To Order

Post by ShopManTim »

Silky7 wrote:
Wed Dec 08, 2021 2:48 pm
You're welcome. It's easy to overlook the familiar.

Especially when one is older (64)! :wink:
Enjoying Life as Our Maker Designed - Wrenching to pay the bills
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