Ability to create Quotes ^(ACC-345)

Open

• Improve the sales experience for the farmer.

• Maximize flexibility for the salesperson working on a booking for customer A to handle an interruption with customer B or phone call and then go back and finish the booking already begun for customer A.

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Ability to indicate if a Booking was signed or taken by phone ^(ACC-440)

• Maximize the ability to enforce signatures on deals to invoke a separate signature process as part of the sales process.

• Reduce the risk that a customer will debate the existence of the committed price/quantity of a booking (i.e., contract).

• Minimize effort and time spent by the Sales Manager to understand if the customer's signature is on the booking / prepay deal.

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Sum of items total from the Summary area automatically populates into the Check Amount field of the Prepay ^(ACC-372)

• Reduce time and effort to capture the accurate prepay amount.

• Improve accuracy of the prepay amount.

Show Address Line 1 and 2 from AGRIS on Customer search card ^(ACC-498)

• Reduce time and effort to see customer's full address information.

• Maximize ability to route a driver to the customer with accurate address information.

Bug fixes 

• Show quantity on hand now displays information correctly.