I am trying to figure out how to prepare a quote for equipment that is not in inventory. I have serial number tracking enabled and when trying to prepare the quote I get a red exlamation mark in the serial number field for the unit to be quoted on.
Is there an easy way to do this?
I am thinking perhaps you are not actually creating a quote from the Quotes navigation pane using a Quote entry screen?
See screenshot in http://www.ayanova.com/AyaNova7webHelp/quotes_grid.htm for example
When creating a quote, inventory is not affected in any way because it is just a quote.
Only parts selected in a service workorder entry screen would affect inventory.
Do post back that now that you are creating a Quote, that you can select parts without affecting inventory.
Hi again Steve, did that work for you once you created a quote using a Quote entry screen?
Let me know. Thank you!
I am definately in a “New Quote” screen. I am not trying to quote parts. I am trying to quote on a complete server which should fall under “Units” if I am understanding correctly. When I click the Units bar, a new Unit entry window pops up and the serial number field has a red exclamation mark beside it.
I went into the Parts screen and it appears it will only allow me to choose from existing inventory as well. I need the ability to enter parts and or units into a quote without having the item as an inventory item. I don’t stock everything I sell. If a client chooses to not accept a quote then I don’t have to order the parts and/or unit. I do need to be able to track serial numbers of the items that are sold but having said that, not every item I sell has serial numbers. I am frustrated as I am still having to use my old software which I had hoped to be done with by my year end in December but I can not get Ayanova to do all the things I need not to mention now there is a new version out and I havent been able to get my 6.6 version into production yet.
The Unit" selected in a quote or service workorder is meant to be a piece of equipment already owned by a client that you will provide service for.
A unit is not meant to be used as a part to be sold to a client.
See the Help section for your version on Units for an overview and suggestions on use. For example, http://www.ayanova.com/AyaNova7webHelp/what_do_i_use_a_unit_for.htm
If you want to quote a part to a client, but you don’t want the part actually in your inventory, a suggestion would be:
- Create a part perhaps called “Generic Part”.
- In the quote, select that generic part, and enter in the Description field what it actually is that you are quoting.
- Then if the client does accept the quote, and you generate a service workorder from that quote, at that time you can create the actual part so it can be selected in the service workorder, a part request made if you wish, order it in via a po if you use that, the part’s serial number selected cause now is in inventory etc etc.