We have certain customers who require order numbers on their invoices, it would be nice if the card file had a button option that you could tick that says order numbers must be entered (or don't tick it if not a requirement). So that when you go to do an invoice for them it prompts our salespeople to make sure this is captured at the time of invoicing.
- Buildpro10 years agoContributing Cover User
Hi Steven
We are doing this under Customer Order Number which is under the dat on an invoice. The issue is we are a small firm and have staff who work in the yard and then come in and complete the sale, and as they are in a rush they forget to ask the customer if there is a order number, and most customers don't have a physical order they have it in their head and are also in a rush and forget to give it to us. By having it as a tick box then it would stop on this field and require something to be entered into this tab before resuming, But we would like the setup to be on the card file so it is an option only, not always compulsory and we do alot of cash sales which we don't need order numbers for as they are paying for it straight away.
- Kelly8110 years agoExperienced Cover User
Most accounting systems check before saving the order.
- Steven_M10 years agoFormer StaffStatus added:Open
Hi Buildpro
Thank you for the clarification into your idea and additional insight.
I would encourage other users that would like to see a notification, which can be set at a card level, to warn the user to enter a Customer PO number to vote for this idea and comment if required. - margw10 years agoExperienced Cover User
Yes, this is a fantastic idea, I seem to be always forgetting to put Customer PO number on their invoice before emailing it, realise once it has gone and then have to resend the Invoice with the PO number. Very unproffessional, but out of a multitude of Customers, we only have a couple that require this, hence why it is difficult to remember.
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