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Hi There.
I am trying to migrate away from my current order management system to QB and appear to have hit a showstopper...
Within our current system we will regularly receive a "request for a quotation" from our clients. These will be for a range of products invariably that we need to source from multiple suppliers and offer on a consolidated quote / estimate. This seems to be achievable through the process of generating an estimate and sending it directly to our customer. At this stage in our current system we can simply accept the estimate once we receive the go ahead from our client, enter our clients PO number and the suppliers will automatically receive their POs for their element of the order. From what I can see in QB we would need to manually create all the suppliers POs resulting in more admin and a real risk of mistakes etc. Does anyone have a solution or recommendation to overcome this challenge. I guess it is also helpful to see a summary of an estimate including the profit and supplier.
Which order management app do you have?
Hi, Its not an app as such, its a stand alone system with limited connectivity called PRIMA
QB Online does not offer the sales order function and consider to replace your existing order management system with another app to integrate with your QBO. Another option, keep using your existing order management app and utilize a migration tool.
Would you have any recommendations?
What kind of business do you run? A manufacturing company?
My business focuses on supplying products (and some services) to a few bluechip clients
The key points are as follows:
Hi @Alanoreilly ,
I noticed you didn't get a recommendation from the community. Here's one:
Try the Logistify AI Assistant. It's like ChatGPT. It automates entry of POs, Sales Orders and syncs with your QuickBooks Inventory.
I am curious, out of all the tasks you listed, which would you say are top priorities for you?
Hi @Fiat Lux - ASIA ,
While QuickBooks Online does not offer the Sales Order function, already existing QBO users can try out third-party tool that syncs/integrates with QBO. One such tool is the Logistify AI Assistant.
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