Add a check box to this view so multiple products can be selected simultaneously [like the view shown when adding products to a product group], and/or add a quick order pad style cut-and-paste section to add a list of products. The quick order pad...
Include field on stock for quantity assigned preseason
We have fields for quantity available including preseason, total available preseason and quantity overcommitted preseason, but there is no field to summarise quantity assigned to preseason orders. We should add this for more clarity on our stock l...
We have a requirement for Quotes - Our Service Dept needs to be able to create a Service Sales Quote from within Prospect. This option is available in DEAR however only Simple/Advanced Sales Quotes is allowed in Prospect. The main difference is th...
Add warehouse stock availability at quote level rather than showing all stock available
When creating a quote, the stock available currently shows all stock available across all warehouses. We would like it to show just the stock available in the warehouse that was selected in the quote. This is particularly important for internation...
Sometimes a contact hasn't been generated yet - have a company and a generic contact number and in some instances have not got through to reception, to the chance to do a follow up alert just on the company would be helpful
Service, Problems, Documents Tree Item, add (count) to indicate that some documents stored
When viewing an item it Service, Problems, it would be useful to know if any documents have been stored for the item, this could be indicated with a count in brackets such as Documents (3)
A customer would find it useful to see the created date &/or the record ID within the global search results. This customer will have multiple quotes/opportunities as they go out to tender & have to provide duplicate quotes. Therefore it wo...
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