Would anyone happen to have a way to convert and existing quote to an order, using the next sequential order number automatically?
I believe I am using the 2018 version.
Any and all help would be greatly appreciated.
Michelle
Would anyone happen to have a way to convert and existing quote to an order, using the next sequential order number automatically?
I believe I am using the 2018 version.
Any and all help would be greatly appreciated.
Michelle
Hi Michelle Stan,
Thanks for reaching out. To configure your company to use the next order number when creating a new quote in the Sage BusinessVision 2018 version, you should follow these steps:
Q000000000
.This process will set your quote numbering to follow the next available order number sequence. For a step-by-step guide and more detailed assistance, please visit the solution article here.
If this helps, please mark it as verified :)
Warm Regards,
Erzsi
Hello Erzsi!
This worked! thank you so much for the help but we have now run into another issue.
When I go to "new quote" entry it only brings up new order entry but the status is "quote" and is using an order number not the quote numbers.
I hope that make sense.
Any chance you might now what the issue could be here?
Thank you again for all of your help!
*Community Hub is the new name for Sage City