G
Guest
How do you create an additional box for quotes in the
Form section, rather than producing an invoice or making
an order form?
Form section, rather than producing an invoice or making
an order form?
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K
Kelvin
It has been in my experience better to keep track of quotes and invoices
separately. Often a customer may argue that a certain prices quoted does
not match what was invoiced, in which case you need to keep track of that.
I would make both a quotes table and an invoice table. You can use the same
form for both and based on how you call the form (like from a menu) base the
record source for the form to the correct table. To simplify creating
invoices off of a quote I would add a button when the form is for a quote
that would copy the data and make the form into an invoice. That way all
the default info will already be entered.
Kelvin
separately. Often a customer may argue that a certain prices quoted does
not match what was invoiced, in which case you need to keep track of that.
I would make both a quotes table and an invoice table. You can use the same
form for both and based on how you call the form (like from a menu) base the
record source for the form to the correct table. To simplify creating
invoices off of a quote I would add a button when the form is for a quote
that would copy the data and make the form into an invoice. That way all
the default info will already be entered.
Kelvin