Hi all,
I just started having a look a SuiteCRM (Version 7.7.8) and the modules for generating quotes and invoices.
After a bit of testing the major question on our side is:
Is it possible to automatically generate an order confirmation from a quote? And then automatically generate the invoice from the order confirmation?
Going from Quote -> Invoice directly does work, even with custom fields (nice).
Am I right in assuming that doing Quote -> Order Confirmation -> Invoice would require adjusting the source code?
For instance, if I understood things correctly so far, SuiteCRM/AOS only manages number groups for quotes and invoices but not for anything else (Admin -> AOS Settings -> Initial Quote Number / Initial Invoice Number).
The only workaround that I can come up with is to treat the order confirmation as a different kind of quote/invoice. But it seems I somehow would have to handle the number ranges manually.
And more importantly: If an order confirmation is just another quote to SuiteCRM/AOS, it will probably issue the next quote number for this order confirmation, which is not the thing I want.
And a minor question is, whether AOS can generate an ODT (or DOC) document instead of a PDF?
Any insights are greatly appreciated.
TIA and reards – Till