Hi,
I am having a bit of difficulty setting the following up, let me explain what I would like to achieve:
- Sales creates a quote
- When quote is accepted, sales changes quote to invoice (in my case sales order)
- Sales order now needs to be edited by “Production” to have a job card no, order number, assigned to the sales order. (Production must not be able to edit any of the product details, only add this and no 4 below.)
- Also a dispatch date, chassis no and special instructions needs to be added to every product line item.
- once this has been done an email must be sent to transport with the “edited sales order” as above.
It seems very simple, however I am unsure of how to add the modules, as the data must simply be added to the sales order, and an email must be triggered to sales admin etc.
On the whole this is a great product, however the module builder etc is confusing, and I just need to get the last steps correct,
Regards
Stanley Rieck