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Matt Badura

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  1. 32 votes

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    Viewed  ·  9 comments  ·  Integrations » Bookkeeping  ·  Admin →
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    Matt Badura supported this idea  · 
  2. 29 votes

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    6 comments  ·  Settings  ·  Admin →
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    Currently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.

    We will definitely consider this going forward.

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    Matt Badura commented  · 

    Of the items posted the confusion we are running into the most is with the material orders.

    With invoice numbers I was told by our accountant that they have to be consecutive and my suggestion would leave a lot of blanks (every time a job is created but doesn't end in a sale)

    But the material order would be great if it could work.

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    Matt Badura commented  · 

    It would be great if there was an option to have the quote number, material order number, the work order number and Invoice numbers co-relate to the job number.

    For example

    Job #1001
    The first Estimate created would be E1001-1, if another estimate is created for the same job it would become E1001-2

    When I create a material order / po it would be
    PO1001-1
    The first Work Order WO1001-1
    The first Invoice IN1001-1

    We find keeping all numbers related to the parent eliminates confusion and speeds up processing.

    For example, my supplier currently would get a material order #1004 But this may be to job 1020. On their invoice they may enter 1004 as a reference or 1020 depending who took an order and then we have to figure out what to link it to. Having the same number for all documents we found works great.

    Matt Badura supported this idea  · 
  3. 34 votes

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    Thanks for the suggestion!

    In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.

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    Matt Badura commented  · 

    I would second this suggestion as sometimes we need multiple suppliers, additionally since the material order doesn't sync to QB being able to replace the material order number with a job number (or remove the material order number field) as not to confuse any supplier with what number to reference.

    Matt Badura supported this idea  · 

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