ID370 - Equipment Sales Order Status Report Overview & Sample

Tired of your sales reps chasing admin for an update on their orders? If they had accurate information could they under promise and over deliver? Clients want a report to go to selected person(s) (salesrep / manager / owner) on a scheduled basis (daily / weekly / EOM) showing all open sales order details at the time the report runs for equipment orders AND also all the fulfilled sales orders for the current month so reps can see where their orders stand. This shows line item details with links to purchase orders if you are using that feature (ILC), reps can see when the last item for an order is received. This is one of a series of alerts around this process.





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