When raising quotes in MYOB Account Right how can we handle an unsuccessful quote?
Forum suggestions are to:
1) delete the quote, but this removes the automatic invoice number system and places your next quote/order/invoice number out of sync.
2) convert the quote to an invoice and zero out the value (making a zero value invoice) - problem with this is that you have zeroed the quote value and can then no longer refer to it should you need to quote the same or similar job again.
I suggest a good solution would be to have an "Inactive Quote" box on the quote screen so that you can make the quote hide on the quotes screen (yet be recalled if needed) only displaying active quotes that you can easily see which quotes you should followup. This would work similar to the inactive box on the Card List that you can choose to/ or choose not to display inactive files.
Can we get votes to get this included in an upcoming MYOB upgrade?
Does anyone have an alternative method they use for unsuccessful quotes?