Information coming soon.
- A new customer record can be created directly from a Sales enquiry.
Module: Accounts receivable
Activation: Main > Accounts receivable > Sales enquiry
Special actions available for users with Administrator permissions:
This field shows the status of the enquiry (e.g. "Pending"). This will automatically be updated to "Actioned" if a Quote or Sales order is created from the enquiry. Assigning a task to the enquiry will not automatically change the Enquiry status but it can be done manually.
Last edit: 16/03/21