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Controlpoint create Product, Supplier and Cusomter v13

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Elise van Maarschalkerweerd

Is there an app (or are there apps), available which provide the functionality for:

- Create a Product, but put it on hold for sale or purchase, because first several checks must be done. 

I saw different apps on the store.

But I'm also looking for the same functionality for

Create Customers and Supplier.


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Ricardo Gross
Best Answer

Hi Elise,

If you create products/services and deselect "Can be sold" and "Can be purchased" from the product form, you cannot add these to any RFQ or Order.

Another option is to archive the products as well as the contacts, so they will only appear if you search them with the right filters.

For the creation of contacts (Customers or Suppliers), you can also restrict the creation of contacts only for certain users (settings>users>access rights) in developer mode.

BR

Ricardo

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Elise van Maarschalkerweerd
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Hi Ricardo, Option 1 is a good solution. Thank you for that.

Best regards,

Elise