Did you know that you can have valuable sales information for your customers at your fingertips, just by setting an option in the P42101? There’s a little setup to be done behind the scenes, but this handy form is a one stop shop where the user can see the credit limit and total exposure, access available templates and make selections from them, and display the current order amount.
And if that wasn’t enough, how about the ability to show the client’s previous orders over a configurable time period, view and adjust margins, see item availability, override prices, and more?!
All these features are encapsulated under program ID P4015PE, which can be launched either from CRM processes or directly from the P42101. For more details on this feature see Setup Sales Order Entry (P42101) to use Order Guide (Doc ID 2506419.1).