We currently use Quickbooks to do our inventory. We create a P.O. to order parts and then assign each part ordered to a customer. When you then create an invoice in quickbooks, a message will pop up telling you the customer has outstanding billable time or items. When you sell the part to the customer, it removes it from the outstanding items list.
If I create the invoice in CommitCRM instead, (which would be preferable) it doesn't remove the item from the outstanding items list. If I go into the customer account again in Quickbooks, it still thinks the customer still needs that item.
This is a great tool for me to track inventory so that I don't have to remember who I ordered each part for. If CommitCRM can track this better i can switch over, does anyone have any suggestions?
Thanks,
Jim
If I create the invoice in CommitCRM instead, (which would be preferable) it doesn't remove the item from the outstanding items list. If I go into the customer account again in Quickbooks, it still thinks the customer still needs that item.
This is a great tool for me to track inventory so that I don't have to remember who I ordered each part for. If CommitCRM can track this better i can switch over, does anyone have any suggestions?
Thanks,
Jim
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