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Re: Sales Order lookup

Yes, that works well.


Brian Wolf
Phone: 410.367.2958
Email: ..hidden..
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On 11/07/2012 04:43 PM, Erik Huelsmann wrote:
Hi Brian, 

On Mon, Nov 5, 2012 at 2:23 PM, Brian Wolf <..hidden..> wrote:
Let's say a sales rep generates a sales order when he visits a customer.
How does someone at the company then look up and find that sales order (when the name of the customer is known)?

Does: Order Entry -> Reports -> Sales Orders -> (fill customer name in "Customer" field) -> Continue

Work for you? What that does is list all open orders for the given customer in the system. Presumably, your customer can select his most recent order from the list for his specific customer?



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