JobBOSS | Ideas

Quote/Sales Order Search fields

When quoting, the possible item #'s do not populate as they do in the sales order field. Also, when searching, if "enter" is pressed it closes the window instead of finding what I enter.  In sales order entry, it populates the entire part # when filling in a part, so it makes it confusing of which part I am typing as it fills the remaining text with the first part # matching that. I have many part #'s that are almost identical until the last 4 digits.

  • Guest
  • Jun 12 2017
  • Likely to implement
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  • Eric Cormick commented
    August 04, 2017 12:51

    We also have issues between Quote and Sales order search fields.  The Quote - materials entry field populates the entire material list which is very slow, but the Sales order entry does a search of the materials instead of populating the entire list.  So having an option or a drop down in quote entry like sales order would be very helpful.  Basically optimizing quote and sales order entry for huge material lists.

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