I need a way to edit and save prices and margins to be able to share/quote a prospect and then lock those prices/margins in order without having to go back and edit.
Currently, the only way to do...
Need ability on Distributor Mobile app for Order Desk so sales can "AI" the order from their phone and process as well.
Not productive to have to sign onto laptop to process order that was...
The ability to suggest changes to enriched items is great. One thing that would help us is that when task update emails are sent (ex. ticket completed), include the "Describe the problem..." details...
On the integration status page, we don't have an option under "Sync Type" for all our different files, only some of them. In our case, our order adknowledgement sync type overtakes the data, so it is...
Adjust price visibility at user level instead of customer level. This would allow employees to order without seeing prices, but the managers or owners would be able to see it.