When we elevate proforma invoice to indent order we get option to choose exchange rate between exchange rate in proforma invoice or current exchange rate where we can choose one of them. We need option to enter exchange rate manually because we use a fixed rate for reporting which we revise ourselves from time to time. For example current USD rate is 71.74, but we want to put 70.00 for all indent orders till we decide to change this rate. When we pay commission to our staff and agents, we use this rate not the actual exchange rate.
We have some quotations already approved but there is no elevate button. How do we process these quotations further?
We have arranged customers in different groups and set credit time limit in terms of days for each group. We have also set credit limit on amount for each customer. We have set locking of invoice on exceeding any of the two limits. Sometimes when customer fails to make payment but specially requests to allow some invoices, we have to go and change his group. This is not a problem as it is quite easy. Our problem arises because often, after raising that exceptional invoice, we forget to move the customer to original group. With the result we leave the customer with the changed credit terms. Is there a way that system will automatically move the customer back to the original group after invoice has been created?
