Ideas for Acumatica

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Allow the Option to See On Hand - Available Inventory in a CRM Quote

Distribution customers want the ability to have the option to see the quantity on hand during the CRM Quoting process.  This allows them to notify the customer of how many they have on hand, etc.  Available to promise would make it even better!  If  customers create the Quote/Sales Order the quote in the Sales Order module the quote is NOT tracked in the pipeline.   So the customer must use the CRM module to create quotes and sales orders.  

  • Nancy Phillippi
  • Dec 10 2019
CRM
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