Consolidated Invoicing

  • Consolidated Invoicing

    Posted by brad-calabro on January 30, 2017 at 8:56 am
    • Brad Calabro

      Member

      January 30, 2017 at 8:56 AM

      Hi,
      We currently issue multiple quotes for sales.  We are trying to figure out the best way to combine multiple quotes into a singular sales order.  I know there are 3rd party software solutions out there, so looking to see people’s experience with them.  For a little background, we are only dealing with non-inventory, drop shipped items (i.e. no kits, WIP, inventory, etc).

      Alternatively if easier, what is the best method to combine multiple sales orders into a singular invoice?

      Thank you in advance.

      ——————————
      Brad Calabro
      Planet Fitness
      Newington NH
      ——————————

    • Brian Morris

      Member

      January 31, 2017 at 11:49 AM

      Hi Brad, 

      Based on your question, you’d probably want to take a look at Sales Document Consolidation, which is a small app that will allow you to merge unposted quotes together into a single quote, which can then be transferred to an invoice and posted. The product also will also allow for sales orders and invoices to also be consolidated. If you want to see a quick demo of the product, there’s a demo available on YouTube here.

      ——————————
      Brian Morris
      Binary Stream
      Burnaby BC
      ——————————
      ——————————————-

    • Windi Epperson

      Member

      February 1, 2017 at 10:06 AM

      We have a couple of customers using Merger by Corporate Renaissance Group (CRG).  It works really well in our experience.
      Thanks
      Windi

      ——————————
      Windi Epperson
      President/GP Senior Consultant
      Advanced Integrators, Inc.
      Norman OK
      405-946-1774 Ext 102
      ——————————
      ——————————————-

    brad-calabro replied 7 years, 2 months ago 1 Member · 0 Replies
  • 0 Replies

Sorry, there were no replies found.

The discussion ‘Consolidated Invoicing’ is closed to new replies.

Start of Discussion
0 of 0 replies June 2018
Now

Welcome to our new site!

Here you will find a wealth of information created for people  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!