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Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Sep 2, 2019

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Estimates converted to Sales Orders report

Create a report on Estimates converted to Sales Orders per month, a way to track sales performance and growth for sales team

  • ADMIN RESPONSE
    Sep 7, 2019

    This is already possible. When a sales order is created from an estimate we add the estimate number to the memo on the sales order. By filtering on this field in a sales order report (see an example attached - we used the open sales order report here) you can remove sales orders that were not created from estimates.

    .. returns report data like this:

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  • Guest
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    |     Sep 8, 2019

    Apologies Cass.. the best we can do is Sales Orders created from Estimates out of the box. There is the ability to add a SO column in the estimates reports however these are not linked since the SO creation is basically just a COPY of the detail in an estimate. In other words, we cannot link a SO as the data doesnt exist in the database. Might be worth having a look at using custom fields on the SO and Est forms.