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Wholesaler/Distributors
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Add Item Freight Charges
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Enforce Rules Based on Lead Status
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Auto Set End Date
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Restrict Order Quantity
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Split Line Item Based on Available Quantity
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Auto-populate Bill to Address Field
•
Validate payment date and Credit Card Number
•
Make a Field Mandatory on an External Form
•
Total Profit on Estimate
•
Line Item Profit on Estimate
•
All Solutions
Wholesaler/Distributors
Add Item Freight Charges
Need to track the shipping cost per line item at the line level instead of the order level.
Enforce Rules Based on Lead Status
User needs to capture data based on lead status.
Auto Set End Date
User wants to automatically set the end date on a sales order.
Restrict Order Quantity
User does not accept sales order for uncommitted quantities. If order quantity is greater than quantity available, the order quantity needs to be modified.
Split Line Item Based on Available Quantity
User wants every line item on sales order to either be set to Committed or Not Committed based on the available quantity.
Auto-populate Bill to Address Field
Needs to populate the partner's bill to address in the Bill to address field on the transaction.
Validate payment date and Credit Card Number
Needs to validate that the payment date entered on an external form is on or after the current date and the credit card number is valid.
Make a Field Mandatory on an External Form
Need to make a "Contact Reason" field mandatory on an external "Contact Us" form.
Total Profit on Estimate
To view the total profit at body level from the estimate, when each line item is added
Line Item Profit on Estimate
Display the profit in selling a unit quantity of an item.
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