Daniel Knopp - Design Works Crafts Inc.
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1 voteDaniel Knopp - Design Works Crafts Inc.
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AdminEdward M. Kwang - NETcellent System, Inc.
(CEO / Founder, NETcellent Systems, Inc.)
responded
I think the key issue is we should identify customer number first. There's one important feature called "Sales Desk" which is a great tool to interact with customer. You can lookup items in this function. Since the customer number is required as the first step, so it will provide pricing, it can also optionally create an order from the sales desk. You can access sales desk from COP -> Processing -> Sales Desk. Unlike Order Entry, you won't accidental alter an order in Sales Desk. If you have never used it before, you should try it, it might require some setup in Global Setup before you can use it. I suggest to provide the search by customer item number from Sales Desk screen. Pease let me know your thought.
An error occurred while saving the comment Daniel Knopp - Design Works Crafts Inc.
commented
Unfortunately Sales Desk does not have the option to search by Customer Number, only the standard F7 and F8 item searches as per the photo
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This is becoming more and more important as time goes on. Is there any plan to implement this?