Hello all,

we want to change the way our automatic workflow from Quote to Invoice

Currently it is;

1. Quote
2. Client accepts
3. Converts to Sales Order
4. Create Invoice
5. Done

We want; 1. Quote 2. Supplier quote 3. Client accepts 4. Process order with Supplier 5. (in which) - automatically creates a Task 6. Task complete goes into "Order lines to Invoice" 7. once invoice created 8. Done

I hope this makes sense, if anyone can talk me through how to set this up it would be a great help. I can see the workflows under the settings but didn't want to change anything until I know for sure.

thank you.