mark sweetman
Level 1
3 weeks ago

Converting a Quotation into a Purchase Order

Hi All

 

We buy and sell commodities and when a quote is accepted by the customer, we convert the quote into a Purchase order against our suppliers. it works pretty well except for one thing. In the Purchase order it populated the ship to address with our customers with the customers details and not our details. This is a bit of a problem as we don't really what the suppliers to know who the end user is.

 

Is there something we have missed? 

 

In the interim, we are deleting the ship to info and adding out own info.

Reply
ClaireSamanthaS
QuickBooks Team
QuickBooks Team
2 weeks ago

Other Questions

Hi there, Mark.

 

We appreciate you sharing the exact details and your workaround as you manually deleted the ship to info, then added your own info to the purchase order in QuickBooks.

 

To clarify, you haven't missed anything. This behavior is working as designed in QuickBooks Online. The system assumes that the purchase order is linked to the customer's details since the quote conversion is intended to maintain the association between the sale and the customer. Currently, QuickBooks doesn’t offer an option to automatically replace the customer’s ship to address with your business address during this process.
 

We understand that having the ability to automatically linked your ship to address into your own business address when converting a quote to a purchase order could streamline your workflow, and we greatly value suggestions that enhance your experience. To share your feedback with our product team, here’s how you can do it: 

 

  1. Go to the Help menu and select Send Feedback Online.
  2. Choose Product Suggestion, and a pop-up window will appear.
  3. Enter your feedback about the converted quate to a purchase order that populates ship to address instead of your own business address.
  4. Click Send Feedback.

 

If you have additional concerns, feel free to leave a comment below. We're here to help. 

Reply