Community mailing list archives
Sales Entry Screen - Drill down with Minimum clicksby
I'd like to ask the community if anyone has developed or modified the existing sales order entry process to make super simple yet effective for a sales person - Effective I mean to know all about the customer history with minimum clicks. This is very important when the sales person is taking an order over a phone.
On every product selected in the sales order line, need to have readily available information like :-
- Stock Availability
- If stock not available - show the existing PO's and scheduled date to arrive
- Customer previous Invoices, Sales orders, Outstanding Back Orders
- Price breakdown (If available Qty Breakdown Pricing)
I know way around of getting this information like opening new tabs and querying it , but this is not productive from sale front line perspective.
Any suggestions would be greatly appreciated.