I could very well be missing a basic setting. My company utilizes the following workflow:
- Customer requests a new workstation
- We go to our vendors and find the best cost
- We decide internally what we want the markup to be and estimate our services price
- We send a quote to the customer with our internally agreed upon price.
- After the customer signs, we convert to a sales order and select “Mark For PO”
- We then follow the PO process as is.
When we create a quote, we want to be able to set the cost and price manually and review our margin details on the Totals tab. For larger purchases, we typically require pre-payment and we definitely don’t stock those kinds of items. Almost all items are purchased to fulfill customer requests. Because of this, we can’t adjust the cost for Lot/Serial tracked items with Specific valuation via inventory adjustments because we don’t have the item yet and wouldn’t be ordering until the customer agrees to the quote.
We are still in the process of implementing Acumatica and feel like we are missing something. We thought Purchase Requisitions might be the way to go because you can manually set costs but those manual costs don’t transfer over to a QT.
