26 Reply by jeskremer

(20 replies, posted in Accounts Receivable)

Yes and no.  Every customer orders different items.  Every year, the customers adjust the quantities of their items.  If I use the template option, I would have to have a template for every customer that does repeat business for me rather than just being able to duplicate and edit a prior Sales Order.

As an example, we sell diplomas and graduation products.  They order annually, but every customer orders different styles, colors, etc.

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27 Topic by jeskremer

(20 replies, posted in Accounts Receivable)

I have looked at the template option, but don't think that will work.  We manufacture a product that all of our customers order annually.  In QB we'd been opening an old order and copying it so that we didn't have to enter every line item every year.  Is there any way to do that in FA with Sales Orders?  We're almost ready to go live with this, but have a few snags to iron out yet.  Thanks!

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