Product Suggestions
When adding products to a quote you can use the recent purchase search which shows all the products that the customer has recently purchased. However this search just shows the list price rather than the price that the customer paid last time. It would be useful to the users to be able to see both the list price & the price the customer paid when they last purchased the item.
Many thanks to all those that voted and help to get this implemented. Please also visit the below idea and vote if you agree on how this idea can be enhanced further:
https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-1361.
This would definitely help reduce a lot of invoicing tickets our billing department receives.
This would save time in the processing of quotations and avoid any unnecessary mistakes thus protecting margin
That would save us a lot of time, and make it easier when colleagues are quoting who are not familiar with the customer.