Search Customers Purchase Oder Number on Invoice
If the customer call us we have no way of searching for their PO number that is attached to their invoice on the system. it would be great if they quoted their purchase order number and we simply search for it hence bringing up the invoice attached to their PO Number
aiden
shared this idea
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David R
commented
Absolutely need to be able to enter in customer order number at time of booking in job. Currently trialling RS before committing to implementing into my workflow, but this is a must for me.
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Brient Leslie
commented
Please add this searchable feature.
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steve
commented
Agreed with Will Denny's comment.
"It would also be great if you could enter the customers purchase order number on the ticket and then have it automatically transfer to the invoice when created.
Many of our customers give us a PO when they drop their repair off. We have to hold the number elsewhere until we get to the invoice stage before we can enter it into the system.
It would also mean that if we could search for the customers PO, as per this idea thread, both the invoice and ticket related to it would come up." -
Emily Hobbs
commented
Same requests as Will and Aiden.
Thank you. -
Will Denny
commented
It would also be great if you could enter the customers purchase order number on the ticket and then have it automatically transfer to the invoice when created.
Many of our customers give us a PO when they drop their repair off. We have to hold the number elsewhere until we get to the invoice stage before we can enter it into the system.
It would also mean that if we could search for the customers PO, as per this idea thread, both the invoice and ticket related to it would come up.