Reminder - Sales: New upcoming changes to the Sales quote requests (CRQ), Sales quotes (CQU) and Sales orders (COA) applications
A
Alberina Shala
started a topic
over 2 years ago
Classification: IMPORTANT
RamBase will release new changes to the header information of the Sales quote request (CRQ), Sales quotes (CQU) and Sales orders (COA) applications.
The changes that will occur are:
The Shipment and Finance areas will be moved from the header area to a separated tab called Shipment and finance.
There is a Document and a Customer icon up in the right corner in the header area which allow users to switch between Document information and Customer information.
The Document information icon shows the fields that are left in the header after finance and shipment info has been moved to a separate tab.
The Customer information shows some key figures from the Customer (CUS). It is possible to inspect the order items behind the two boxes for Open order items and Delayed order items by clicking on them.
The reason for this implementation is to allow the seller to easily get access to important information about the Customer (CUS) while in a sales situation.
Alberina Shala
Classification: IMPORTANT
RamBase will release new changes to the header information of the Sales quote request (CRQ), Sales quotes (CQU) and Sales orders (COA) applications.
The changes that will occur are:
The Shipment and Finance areas will be moved from the header area to a separated tab called Shipment and finance.
There is a Document and a Customer icon up in the right corner in the header area which allow users to switch between Document information and Customer information.
The Document information icon shows the fields that are left in the header after finance and shipment info has been moved to a separate tab.
The Customer information shows some key figures from the Customer (CUS). It is possible to inspect the order items behind the two boxes for Open order items and Delayed order items by clicking on them.
The reason for this implementation is to allow the seller to easily get access to important information about the Customer (CUS) while in a sales situation.
Watch a short video of the changes here
Release date: 25 October 2022