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[SOLVED] quotation to order to bill

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(@damien-gozillon)
Posts: 54
Active Member
Début du sujet
 
[#4557]

It is written in the userguide that you can copy a quotation to an order. Manually ? I don't see how.
I have another question about order. It is supposed to get automatically work from the planning. It doesn't seem to work.
I doesn't see also how to get the additional personnal cost.
For the billing, same problem. I don't see the link between order, real work, and billing. It seems to be all manual ?
Sorry but userguide is very vague on this.


 
Posté : 7 Août PM 13:088
(@babynus)
Posts: 14952
Membre Admin
 

On quotation, select button copy, then on piop-up form, change target item to order...


 
Posté : 7 Août PM 14:088
(@babynus)
Posts: 14952
Membre Admin
 

For the billing, same problem. I don't see the link between order, real work, and billing. It seems to be all manual ?

You can have link if you choose billing mode as "time and material" (seelction is on the project type).
Then you may define activity price and bill lines can be inserted from real work.


 
Posté : 7 Août PM 14:088
(@damien-gozillon)
Posts: 54
Active Member
Début du sujet
 

ok thanks !


 
Posté : 7 Août PM 15:088
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