Customer POP UP's, for when a customer has a specific requirement away from the company standard so that it prompts the employee entering the sales order that this customer requires a specific courier or an additional customs label, or items to be packed differently etc. rather than relying on paper notes, prevents human error from missing a customer requirement if the usual employee who enters the orders is absent
by: Wendy H. | over a year ago | General Enhancements
Comments
This can be done with customer memos. Create a memo for the customer, choose Always in the Auto Display drop box. Click Settings and then choose the task where the memo should automatically popup when the customer is selected. For this example choose Sales Order Entry on the Override Auto Display Settings dialog. This allows flexibility with the pop ups. You could setup a memo to display during Cash Receipts Entry, S/O Invoice Data Entry, Shipping Entry, etc.