Product Suggestions
I like the quick order pad, but I would also sometimes like to just be able to type product codes (or part of description), enter the qty and then tab onto entering the next item. I.e. adding multiple lines at a time but in a grid/excel style. All in the CRM as a user
All of these features are now available in the standard quote/order line entry grids on quotes and orders. You can also now create a quote/order without having to find the customer first.
It would be amazing if you could quickly put together your order with the product/qty,prices, save it and only then have to assign it to the relevant customer/ account. It would effectively a quick quote/ order.
The prices would recalculate when an account is selected to ensure any special pricing gets applied.
At the moment, a lot of time is wasted on trying to find the right division/ contact, then clicking on the quotes tab, then create, the accepting the window and only then being able to add some products on.