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Status Good idea awaiting more votes
Categories CRM App
Created by Guest
Created on Oct 7, 2020

System Option for Status of Order in Dear Inventory

A customer would like the option to push through the order from the CRM as either a draft sales order or as a live order. In some scenarios it would be useful to push through just as a draft sales order.

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  • Guest
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    Oct 13, 2020

    This would be extremely useful for our company. Because there are a lot of moving parts to our orders, it's important for a sale to come over to DEAR Inventory in a draft state first. This would allow us to make decisions about which warehouse to pull from or whether to drop-ship from manufacturer, set the ship method, desired delivery date, etc.

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