Ideas for SalesPad Desktop

Add system setting: Store Quote Line Items in Customer Item History

Customer Item History tab is a great resource – except its missing quoted items. Providing a setting/option to add quoted line items to the customer item history tab – especially deleted ones – would be a great tool. Currently, to find out a complete customer line item history (when and at what price of quotes and orders), the sales person has to preview the item history tab, then switch over to sales documents, filter on quotes, and manually look at line items in multiple quotes. 

Setting a flag in system options and modifying procedures sppUpdateItemHistory and spvItemHistory should do it - allowing users to see quote history included with item sales history.

  • Paul Walker
  • Dec 27 2017
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