I would like to be able to merge various PO's from the same vendor that I have input onto separate quotes or invoices (for example, two products from same vendor in different rooms).
Design Files, please add this feature, we all need to be able to merge PO’s so it easier on our accountants.
Kelli Barry
•
Feb 7, 2025
I think this is vital to the way that we work externally vs internally. Quotes are often organized by room for design presentations to the client. That’s the way they assimilate data. Then when we go to do purchasing it would be lovely to be able to create our Purchase orders by vendor. We order one vendor at a time and often pull items from multiple quotes (rooms) into one purchase order. Right now you can only convert and entire quote or invoice to PO. This adds a big layer of duplicate work on our end and leaves room for error. Thank you !
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Comments3
Ariel Richardson
Apr 22
Design Files, please add this feature, we all need to be able to merge PO’s so it easier on our accountants.
Kelli Barry
Feb 7, 2025
I think this is vital to the way that we work externally vs internally. Quotes are often organized by room for design presentations to the client. That’s the way they assimilate data. Then when we go to do purchasing it would be lovely to be able to create our Purchase orders by vendor. We order one vendor at a time and often pull items from multiple quotes (rooms) into one purchase order. Right now you can only convert and entire quote or invoice to PO. This adds a big layer of duplicate work on our end and leaves room for error. Thank you !
Amy Galbraith
Dec 30, 2024
Yes please!!!!!!