KiwiCaro
11 years agoTrusted Cover User
Status:
Archived
Sales: Show Customer PO No on Select From List (prompt to ask for quote,order or new sale)
I was wondering if there is any way to have the customer order number (actually quote request number from client, entered in to P/O field) or site address typed into the quote list displayed in the pop up for quotes on file?
When I go to create an invoice, the pop up appears, but there is not enough detail for me to automatically recognise which quote is for which job. As per my screen cap, I have inv/quote no, date, type, memo and amount. None of these make it easy to determine the correct transaction to select.
We don't yet convert quotes > orders > invoice, but will be doing so in the future. I imagine I am still going to have the same issue in doing that.
Any help appreciated.
Thanks
Carolyn
"Customer P/O number in quote pop-up"