KiwiCaro's avatar
Trusted Cover User
11 years ago

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.





"Customer P/O number in quote pop-up"


  • Status added:
    Thanks for the great idea KiwiCaro. I can certainly see we need some more columns on the select a quote pop up window to help determine which quote you are selecting. We would love to hear what other users think about this. Please add a vote and further comments if you would like to see this added in a later version.
  • Status changed:

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages