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Sales History button on CRM Quote Entry

 
RRP: $250.00 per year

Minimum Greentree Version: 3D@9-1
Required Module(s): IN, AR, CRM Sales & Marketing
Developer: Verde Group NZ Ltd.
Free Trial Coupon Code: 30DaysFree
Ease of Setup: 


App Number: 010101

Description
Screen Shots
 
This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote.

Features

The App adds a "Customer History" button to the CRM Quote Entry screen.:




Click on the "Sales History" button to open the "Sales History Search" screen.




Enter the quantity for each product in the lower part of the form and click the "Add to Sales Order" button.

A confirmation message appears to confirm the products have been added to the Quote.






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