New Sales Order Workflow
Month: September 2021
CRM Email Capture Proposal
CRM Email Capture
Netsuite Form Project Proposal
Netsuite Form Project
Proposal for PDF Template – Commercial Invoice
Proposal Summary Magswitch would like to have a new Advanced PDF Template – Order Confirmation for MTE Sales Orders Requirement MTE is currently using the standard form as the USA. So, they want a new Advanced PDF template – Order Confirmation. Auto-Population Discount Unit Price and Net Price needs to be Calculated Layout Our Solution… Continue reading Proposal for PDF Template – Commercial Invoice
Proforma Invoice from Quote Proposal
Proforma Invoice from Quote
Approval Workflow Updates Proposal
Approval Workflow
Project Management Re-Installation
Project Management Re-Installation
Credit Card Authorization: Bulk Proposal
Credit Card Authorization: Bulk
Proposal for Viton Seal Calculator
Proposal Summary Flowco would like to automatically calculate the Viton seals on the Sales order Requirement Flowco has items that require Viton Seals/washers. So, they need to automatically calculate the number of Seals required for replacement based on the item record(V1 size, V1 Qty, V2 size, V2 Qty) and need to add additional lines to… Continue reading Proposal for Viton Seal Calculator
Proposal For EFT Template
EFT Template