Customers & Prospects screen (Quick Price Check option)

The big idea... Be able to quickly check price and availability for any given item (and auto create a Quote or Sales Order at the same time).

The 'Quick Price Check' pop-up window (located on the Sales History tab) includes these FEATURES:

Auto fills with the Customer or Prospect name.
Shows item availability details for the item, including qty available, qty on order, qty on back order (with magnifying glasses for each value to see the details behind the numbers).
Shows item pricing detail for the item, including the current Retail/List price and additional prices in the item pricing matrix
Shows that customers exact price for the item (and why the price is what it is...such as x discount, x markup, x code price, etc)
Shows that customers sales history for the item (including the date of each sale, qty sold, price, discount, etc)
Shows alternate Supplier info for the item (including the Supplier's lead time, item number and cost)
Using the Item Keyword Search tab, any one or more keyword(s) can be entered (like on Google) to quickly display a list of all items that contain those keywords (or alias items with those keywords).
A button to view the item's quantity in stock--by warehouse.
Buttons to easily add the item(s) to a new Quotation or Sales Order--with 1 click!
A Show Balance Info button to quickly calculate and display the Customers' credit limit and current balance (and overage in red if applicable).

Questions? Would you like to view a short demo over the web? Give us a call! (801) 748-4804 or send us an email at: sales1@onesourcesoftware.com