Frequently Asked Questions
Bookkeeping version 3 had an orders facility. Where is this in Bookkeeping Pro?
Last Updated 7 years ago
The "Orders" screen in Bookkeeping version 3 was renamed to "RFQs" in Bookkeeping Pro. It is essentially the same screen though.
The workflow is to raise an RFQ that is submitted to a Supplier (this is a pending purchase in Bookkeeping).
Then when the Quote is received from the Supplier you can convert the RFQ into a purchase and then generate the purchase order document based on the purchase.
In Bookkeeping version 3 both the order screen and the purchase screen generated a purchase order document. In Bookkeeping Pro the RFQ screen generates a "Request for Quotation" and the Purchase screen generates a "Purchase Order".
You can customise the titles of these in the book settings if you want different titles. There are separate settings for the RFQ and the Purchase Order.
The workflow is to raise an RFQ that is submitted to a Supplier (this is a pending purchase in Bookkeeping).
Then when the Quote is received from the Supplier you can convert the RFQ into a purchase and then generate the purchase order document based on the purchase.
In Bookkeeping version 3 both the order screen and the purchase screen generated a purchase order document. In Bookkeeping Pro the RFQ screen generates a "Request for Quotation" and the Purchase screen generates a "Purchase Order".
You can customise the titles of these in the book settings if you want different titles. There are separate settings for the RFQ and the Purchase Order.