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Retail
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Enforce Rules Based on Lead Status
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Restrict Order Quantity
•
Split Line Item Based on Available Quantity
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Auto-populate Bill to Address Field
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Total Profit on Estimate
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Line Item Profit on Estimate
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Calculate QTY Sum
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Transaction Line Count
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Add Markup Price ($) to Item Line Amount
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Gross Profit at Line Level
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Wholesaler/Distributors
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All Solutions
Retail
Enforce Rules Based on Lead Status
User needs to capture data based on lead status.
Restrict Order Quantity
User does not accept sales order for uncommitted quantities. If order quantity is greater than quantity available, the order quantity needs to be modified.
Split Line Item Based on Available Quantity
User wants every line item on sales order to either be set to Committed or Not Committed based on the available quantity.
Auto-populate Bill to Address Field
Needs to populate the partner's bill to address in the Bill to address field on the transaction.
Total Profit on Estimate
To view the total profit at body level from the estimate, when each line item is added
Line Item Profit on Estimate
Display the profit in selling a unit quantity of an item.
Calculate QTY Sum
Need to display the total quantity of all the items ordered in the sales order.
Transaction Line Count
Need to have a list of items. Display Serial number with line items.
Add Markup Price ($) to Item Line Amount
Sales often enters a markup on items during the order process but did not have a way to enter this as a currency amount and have that reflected in the total line item amount
Gross Profit at Line Level
Display profit contribution by each line item in the total profit from a sales order.
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