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Hello,
I'm trying to work with the financial module but I think I'm doing something wrong, because after filling the financial catalog and the client quotation, I thought I would be able to recover the quotation informations when I create the client order and the invoice, but this isn't the case. I have to re-type everything at each step.
It seems too long and my commercial team will never join this work mode and they will keep working with Excel.
Is it the normal behaviour? What/how shall I setup those items in order to recover each time the information already typed?
Best regards,
MCanuto
Hello,
Indeed, the financial catalog defines the items (products or services) which can be the objects of a quote, an order or an invoice.
When creating your client quotation, you manually add the elements of your catalog to appear on it in the detail lines. These are the lines that will be retrieved.
Copy your quote, ProjeQtOr automatically offers to copy this quote as an order. The detail lines are copied and are present in the order.
Copy your order, ProjeQtOr offers to copy it as an invoice. Your detail lines are then copied again and so on.
The data entry work is therefore only done once when creating the quote.
Regards