Add title on Sales Quotation
STORY BEHIND THE FEATURES
A sales order has a lot of fields, but it's difficult to find key information like what it is / what is the original signed document.
To ensure good communication with customer, the added the following information
Strongly improve the management of your quotation and sales order.
We install this module on 100% of our database. Very useful to improve communication with customer and avoid a communication based on quotation number. However, we recommend to define internally the process about how to use these fields (How to give a title, which attachment to add,...). This module allows you to improve the management of your quotation and sales order
OUR FEATURES AS SOLUTION
Add title, attachment, contact and allow to archive the quotation
on Sale Order
HOW TO USE THIS MODULE ?
Your Quotation / Order summary, it will make easier to search the Order.
CONTACT PERSONYour customer contact, whom this order address to.
Hide done or unused order
Scan your customer commitment (Purchase Order) and put it on the sales order.
GROUP BY PARENT COMPANY
You can also Group By the Sales Order by the parent company
SEND E-MAIL WITH TITLE
When sending an Email, in the email subject, it will add the Sales Order Title.
MULTI-CONFIRM SALES ORDER
We can confirm multiple quotations by checking the SO on list view and clicking Action → Multi Confirm Sale Order