The way we do it is every sales person has there
own permanent batch quote batch)that never gets posted.
when that quote becomes an order the recurring box gets
checked and saved. now a copy of that quote is now in
the recurring batch. an email is sent to order
processing with the quote # in it. They retreive it from
the recurring batch">
Reporting to the MAX including Point of Sale and Non-profit Versions
Tech Tip
|
Reporting to the MAX including Point of Sale and Non-profit Versions
Module:
OE - Order Entry
Question:
How do we track quotes in a multi-salesperson
environment?
Possible Causes:
What's Probably Occurred:
What Needs to Happen:
The way we do it is every sales person has there
own permanent batch quote batch)that never gets posted.
when that quote becomes an order the recurring box gets
checked and saved. now a copy of that quote is now in
the recurring batch. an email is sent to order
processing with the quote # in it. They retreive it from
the recurring batch,into that real days batch that does
get posted and make it an invoice. the advantage to this
is you can have your sales people in there quote batch
all day and they do ot have to get out of it to create
an invoice.
Probable Solutions:
How to Avoid in the Future:
Suggestions to Cougar on improving the software:
|
|
Screenshot Section |
Thumbnails click to enlarge |
|
UTICMS of VERxxx.dbf
(click to enlarge) |
 |
| CMS Desktop Icon
(click to enlarge) |
 |
| Run in a separate memory space
(click to enlarge) |
 |
| |
| |
|
