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Quote to Invoice quite inefficient in retail environment

Michael Marin
on 6/7/14, 1:20 PM 844 views

Can someone guide me as to how I can remove some of the steps to turning a quote into an invoice (and then printing it) but still have the right accounting and inventory data updated?

Here is current workflow:

1) Create quote

2) Quote becomes sales order.

3) Becomes draft invoice (would like to eliminate step so goes directly to invoice)

4) Becomes invoice

5) Print to pdf (would like directly to paper print)

6) Pdf to print (would like to eliminate extra clicks for creating two copies)

7) Register payment (would like this to automatically select cash, always cash)

8) Deliver Product (would like this to be automated, always deliver right away)

Please let me know how I can reduce some of these steps.

I wanted to add that I am not using the POS module as it does not tell me if I have something in stock or not. People come in and ask for quotes and I need the POS system to display warning if not in inventory. I also believe that POS module does not remove products from inventory once sold.

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Asked: 6/7/14, 1:20 PM
Seen: 844 times
Last updated: 3/16/15, 8:10 AM