Currently viewing the tag: "Order"

Order and Quote Reference Number

By On April 30, 2011

In Sage CRM, the reference number in Order and Quote entity is auto populated and ready only field where the value in viewed only when you save the record. By default the format is “ORD-#O/#N” where ORD is constant, #O is the opportunity id and #N is the incremental number. [...]

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Sorting of Line Item grid against Order

By On September 13, 2008

Now in Sage CRM it is possible to arrange line item according to user preference which is useful whenever user want to send order.

In Line item entry screen there will be option for entering line item Number as shown in the screen shot. After saving record it will display line item in [...]

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Create a Button to display list of Item ordered by a particular Customer.

By On August 21, 2008

Need to segregate the items ordered based on Customers?

Solution:
In Sage CRM User will see a button called “Previous Item Ordered” where on the click of the button a popup screen will be displayed and on that screen he could see all the items that are ordered [...]

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Create a Calculative field in Order Entry.

By On August 21, 2008

Want to Categorize the Products based on their weight? Looking for functionality to display total weight of the Line Item based on the weight of the Product? Solution: In the Product entry screen from Data management section there will be field called weight to the new product screen so that user [...]

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Displaying Order Status of WMS in CRM

By On August 21, 2008

Are you willing to display order status from WMS in CRM?
Solution: We have the routine which will add a tab called “Display Order Status” against Company. By clicking on the tab a search screen will appear. The user will just have to click the filter button on the screen to [...]

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