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Pop-up notifications on Sales Orders, for Salespeople

Pop-up Messages on Documents
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Presenter: Sune Lohse, Chief Strategy Officer

It is possible to set up popup information both on customers and on items on Windows.

And you need to do some setup to make it work.

I’m not going to show this in this small video just to show how it works when you apply to a document, let’s take an example that the customer, Russian speed down here, 85,000, we need to ask them for something and therefore we apply an specification, some notification saying no premium account exists for this customer.

Ask to create an account because the finance department will figure out that what the sales person to see that next time they talk to the customer or enter a sales order.

So if we create and, and we did the setup of course for this notification, so if I create a new sales order for this customer number and I did the setup for notification, I would expect it to say no premium account exists, asked to create a premium account.

So the sales people will see this when they create the sales order.

And likewise, when you, and it also said that the last email was bouncing.

And likewise, when you enter item numbers like this, it could be set up to remember to ask for tie width or to for gear or whatever, and you can set up as many information to pop up as you want.

So it applies to items or to customers
and vendor if you use it on the purchase side.

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