Turning a quote into a bill
A bill is a document that indicates the costs related to purchases from suppliers or third-party service providers.
After the customer has confirmed the quote and you have made the relevant purchases (for example, you offered a service that was out-sourced from a third party), you can turn the quote into a bill to add the related purchase invoice to Scoro.
In the quote detailed view, click on the button Use data on quote to … and select the option Create bill.
You’re taken to the bill modify view where the relevant data is already filled out for you. You can then add all the missing information from the purchase invoice you've received from your supplier. Add or modify any of the details as needed.
Read more on how to use purchase orders and bills.
Turning one quote into multiple bills
Compile a single quote for your customer when offering services provided by various third-party partners. Define all service providers on the relevant product lines on the quote. Or do it already on the product card, then the supplier (and other relevant) information is filled out automatically.
When the products or services have been provided by the suppliers and they have sent you the purchase invoices, add them to Scoro as bills to keep track of all expenses. To compile multiple bills of the original quote, click on the button Use data on quote to... in the quote detailed view and pick the option Create bill.
Scoro automatically takes the suppliers defined on the quote into account and suggests creating multiple individual documents.
Select the option Multiple purchase orders and click Proceed.
As a middle step, you can now easily adjust quantities and unit prices if needed. Or even compile a partial bill by adjusting the quantities in a case where you only received half of the ordered goods, for example.
When clicking the button Create bills, you're taken to the list view of the bill just created.
In the meantime, you can quickly get an overview of how far along your purchases are. There’s an indication of whether the items on each quote line have been purchased and/or paid for in the quote detailed view.
Grey stands for not yet purchased, yellow for partially purchased, green for fully purchased, and red for over purchased.
In the quote detailed view, just scroll down to get an overview of all related documents.
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