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21
Vote

Separate templates for Invoices and Orders (B2B Solution)

Multiple issues for Business-to-Business Deco Users could be solved if the Invoices and Orders were treated as different entities within the system.  Generally, we will have a Job Contact who is able to answer questions regarding order production, and a Billing Contact who handles paying invoices.

Orders - (add ‘e-mail address’ field to Shipping Details) default template would generate multi-page orders with full product/decoration information.  Add Note for Customer and E-mail Order would send to Ship to e-mail address (our Job Contact).

Invoices - default template would generate 1-2 page invoice without all of the product/decoration detail.  E-mail Payment Request and new E-mail Invoice option would send to Bill to e-mail address. (customer's A/P department)

If only Bill to information is added to the order, both Orders and Invoices would be sent to bill to e-mail address.

PLEASE VOTE FOR B2B SOLUTIONS!

By Jon @ MCC on 22 February 2017 Submitted

Comments


Campbell Fleming says:

I like it but it sounds complicated. One data entry system works best right? Please review my "Add Bill Payer field" suggestion made today and VOTE for the same thing! :)
By Campbell Fleming on 31 May 2017