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Alanoreilly
Level 1

converting estimates to supplier orders (QB online)

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.

8 REPLIES 8
Fiat Lux - ASIA
Level 15

converting estimates to supplier orders (QB online)

Which order management app do you have? 

Alanoreilly
Level 1

converting estimates to supplier orders (QB online)

Hi, Its not an app as such, its a stand alone system with limited connectivity called PRIMA

Fiat Lux - ASIA
Level 15

converting estimates to supplier orders (QB online)

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.

Alanoreilly
Level 1

converting estimates to supplier orders (QB online)

Would you have any recommendations?

Fiat Lux - ASIA
Level 15

converting estimates to supplier orders (QB online)

What kind of business do you run? A manufacturing company?

Alanoreilly
Level 1

converting estimates to supplier orders (QB online)

My business focuses on supplying products (and some services) to a few bluechip clients

The key points are as follows:

  • It must be capable hosting our products and prices (3000 products)
  • Manage our suppliers (approx 200)
  • link multiple suppliers to products
  • Manage my customers delivery sites
  • create quotations
  • create sales orders from quotations when approved
  • auto create POs for my suppliers, (needs to create multiple POs from a SO, based on the formation of the original quotation
  • GRN deliveries of good / services, (inc the ability to partial delivery)
  • Create invoices
  • Manage supplier payments
  • Manage WIP and Debtors 
  • Manage payment receipts
AI Researcher
Level 2

converting estimates to supplier orders (QB online)

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?

AI Researcher
Level 2

converting estimates to supplier orders (QB online)

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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