Hi Team,
We have been a customer of MYOB/AccountRight for 20+ years. As our business grows and economic landscape changes we are being asked many different specific requests of our customers for their Orders.
A very common question we get asked is "Can you make a note on our account to remind your guys to etc.."
It would be very helpful to allow for a pop-up memo when entering a New Sale for selected Customer Cards. We currently rely on our ever-growing Sales team to make specific notes on customer's orders such as "Colour-Tag & Note Serial Numbers". These alerts are only relevant to particular customers and the message may vary.
I have attached an example of the alert/notes we are currently manually adding (highlighted yellow). If this simple step is missed by our Sales Staff the knock-on affect can be quite large.
I feel a simple solution would be to allow for a Customer Card option of "Pop-Up Memo when entering sale?", which would be ticked YES/NO. We could then pre-fill relevant memo's in a text box which would then appear in the middle of the screen when entering a sale for that particular customer.
EXAMPLE Memo's when entering Sale:
- This customer is a inspection customer. Does this equipment need to be colour-tagged?
- This customer must have their own ID numbers Hard-stamped onto goods
- This customer does not allow any "Johnson" branded Chain Blocks on-site.
- This customer only allows delivery between 12-3pm weekdays.
This will then prompt our Sales staff to make the necessary changes on the sale.
Appreciate the support and hopefully this isn't too big of an addition!
