Quicklinks Improvements... - D-Tools Forum

01-22-2008, 03:38 PM

I'd like to see:

Ability to do ONE PO to ONE VENDOR that combines all orders for that vendor. For example, if I need to order from AVAD for 5 different customers, I don't want to generate 5 different PO's. You can "sorta" do this right now - it doesn't work very well and needs #2.
Ability to have QuickBooks TRACK which items are for which customer. For example, if I order 10 speakers for customers A and 20 speakers for customer B - in QuickBooks - I have the option to tag each line of a PO to a customer, so I know who / what is for who / what. Right now, if I do #1 aboves workaround - it certainly does NOT tag it against the different customers.
Ability to have D-Tools REALIZE that I have stock of a product and do NOT need to generate a PO to order more!

**Kevin Mikelonis** · 01-22-2008, 03:46 PM

Great Ideas!

These would make D-Tools an accounting system too.

Do we want that? Hmmm...

Think about the possibilities of sending your project sales orders over to QB as estimates.

This way you can track them by job as you request, and create your PO's and Invoices off those estimates.

Might help you meet your process a little better.

Keeps D-Tools out of the accounting business.

01-22-2008, 03:50 PM

Then why are these tools there now? :P

If they didn't want to get into this "PART" of accounting - then remove the PO system from it.

01-22-2008, 04:34 PM

Furthermore - "Owner Supplied Equipment" should NEVER show up in a PO as being required to order!!!! If the box is checked - D-Tools should known enough to ignore that line!!!

01-22-2008, 08:51 PM

Hi Shawn,

Actually - if I'm reading your requests correctly - you can actually do all three of these already.

#1
"Ability to do ONE PO to ONE VENDOR that combines all orders for that vendor. For example, if I need to order from AVAD for 5 different customers, I don't want to generate 5 different PO's. You can "sorta" do this right now - it doesn't work very well and needs."

You don't have to create five different po's for this. Within QL when you go to 'New Purchase Order', in the lower section where the 'category, man, model . . .' are all listed, there is also a column for 'Customer'. That line is actually a dropdown menu so you can select the appropriate customer. When you are adding product you will do it by Sales Order, so after you finish the first SO for Customer1, then use that dropdown menu to assign it correctly. Then onto the next SO for Customer2 etc. It's time consuming if it's a huge PO, but if you want it all to be on one PO - this is the way.

#2.
Ability to have QuickBooks TRACK which items are for which customer. For example, if I order 10 speakers for customers A and 20 speakers for customer B - in QuickBooks - I have the option to tag each line of a PO to a customer, so I know who / what is for who / what. Right now, if I do #1 aboves workaround - it certainly does NOT tag it against the different customers.

I just ran through this to be sure - but on my setup this works fine. I created a PO for two different customers using one vendor. I used the dropdown menu that I mentioned above, and when I exported the PO to QB, the 'customer' line was still populated with the correct information.

#3
Ability to have D-Tools REALIZE that I have stock of a product and do NOT need to generate a PO to order more!

I know that this is a feature on the 'BizMgrPlus' edition - When you hit the 'Add' button within creating a new PO - in that window on the lower right side is a button that says - 'Check QB Inventory'. Select all items or the item you are questioning and it will ping QB item list to see if it is there and then report back to you. This does involve two way communication with QB and isn't a part of all D-Tools software versions - maybe you need to upgrade? I think it's totally worth it - and it allows you to scan between the two databases to look for any differences!

I can get you screen grabs of all of this if you like.

Hope this helps!

01-23-2008, 02:37 AM

Interesting Heather - I'll give these a try. Thanks for the info!!! I will give it a try!

dtechy1 · 01-23-2008, 05:33 AM

Awesome! I didn't know you could do that.

01-23-2008, 02:10 PM

Here's some screen grabs to show these steps:
http://www.processdsg.com/files/QL%20Info.pdf