Hi folks, 

I am hoping to get some ideas around how other companies manage the order fulfilment process after a quote gets accepted on quoter. 

We are a small MSP and up until recently, the sales people managed ordering of any materials required for projects they quoted and were accepted in quoter. This worked relatively well, however it was an inefficient process. We now have the procurement process being carried out by someone in administration and it is working well so far. The way they are managing the process at the moment is a combination of using the procurement emails to get their pick list and using changing the status on quoter from accepted to Ordered/Fulfilled, as well as using the internal notes section to keep track of PO’s/order confirmation numbers/tracking links/etc. 

This is working relatively well at the moment, however, I forsee the challenge down the line that we add a 2nd person and eventually more to this role, it will become more difficult to manage orders efficiently. 
 

I think there is probably a better system and maybe something that integrates with quoter or our accounts package (quickbooks online) that can help us with this challenge. I would love to know how other companies have solved this challenge. 

For me, I would love to just have an extra tab in Quoter that called “Procurement” - and within here all of our accepted line items from all accepted orders go into a list (similar to quotes list) and our admin person can quickly mark each item as ordered and quickly add notes such as the PO number used/ supplier used/ tracking link/ETA/etc. Even better if it could prepare packing slips  as well! 

#FeatureRequestPlease!

However, maybe there is already products that do this and integrate very well with Quoter also. 

Thanks in advance.