Name of Feature/Request: Enter sales rep based on customer assignment when creating an invoice
What financial, time savings, or quality of life improvements will occur from this: Enter sales rep based on customer assignment when creating an invoice. Next release we are adding this functionality to sales order. Sissy would like this to also apply to standalone invoice creation. Things to Consider: Would this need to be mapped in the settings to know which customer assignment to assign? What if there is more than one employee assigned as a sales rep for the customer? Suggested Alternative Solutions: Original Description: | Frequency: When creating invoices. “We produce about 250 to 350 invoices each month.”
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: We have not on other systems had this ability.
StrivenID: 1837553