To create a Customer profile in order to review pricing, profitability etc., we use "Quotes" to gather this information.
Where the customer already has existing Custom Prices, the quote is created from the Customer/Quotes screen, so that it brings all the relevant SKU's, pricing into the Quote.
Once in the quote, we can "Add Template to Quote", which brings in all templates relevant to the customer.
Can we please bring in the template notes from the template into this screen, as these notes are relevant to this customer.
Also, is it possible to bring in the assets that are linked to the Customer. At the moment, we have to refer back to the client to see if they have any assets.
To create a Customer profile in order to review pricing, profitability etc., we use "Quotes" to gather this information.
Where the customer already has existing Custom Prices, the quote is created from the Customer/Quotes screen, so that it brings all the relevant SKU's, pricing into the Quote.
Once in the quote, we can "Add Template to Quote", which brings in all templates relevant to the customer.
Can we please bring in the template notes from the template into this screen, as these notes are relevant to this customer.
Also, is it possible to bring in the assets that are linked to the Customer. At the moment, we have to refer back to the client to see if they have any assets.
Thanks,
Maria.
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