cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
Sanjay B
Level 1

Put an item on hold when added in an estimate

I would like to put an item on hold once it is added as a line item in an estimate.  So that it cannot be added to sales receipts or invoices. 

Is there any solution for this?

3 Comments 3
Fiat Lux - ASIA
Level 15

Put an item on hold when added in an estimate

Utilize an inventory management app to reserve stocks for sale when an Order is in the 'Active' state. This deducts stock from the total available stock. Once an order is fulfilled, the stock then leaves the 'On Hand' totals.

Sanjay B
Level 1

Put an item on hold when added in an estimate

@Fiat Lux - ASIA  I am using Quickbooks Online solution , by 'inventory management app' do you mean quickbooks apps? If yes, can you suggest me good ones?  This is particular requirement show stopper for me . 

Fiat Lux - ASIA
Level 15

Put an item on hold when added in an estimate

Intuit has acquired an inventory management app last year. You may explore it to integrate with your QBO account.

https://go.tradegecko.com/register?code=fiat-lux