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What would be the best option to have a dealer log in and fill out a sales order. We have dealers who sell our products. We would like for them to be able to fill out a sales order and estimates, nothing more. I know I can create a log in account for them. However there are things like our raw materials list that we don't want our ...

I created a grid on the sales order page with drop downs threw out the grid. When I create a new sales order and enter things into the grid and hit save. It not only saves the current grid on the screen, it also saves other sales orders the same way. For example: We sell storage sheds. We normally collect a list of names/employees who have ...

I crated 2 different print Templates for the Sales Order page. Is there a way to create a button for each of the 2 print templates so I can print either of the 2 with out selecting the print template in the select print template button.?

Turns out I have a button in the same section doing the same thing.

I created a custom grid on the sales order screen. The info in the grid is inserted to be specific to that sales order. Problem is when I hit save it changes every sales order ever created to match what I just entered. Why doesn't it save to that open sales order instead of changing other sales orders not open.

I finally had some time to work on this again and have gotten it to work well. Thanks.

Worked perfectly, Thanks

I created a button called "Create Sales Reciept" that I put on the Sales Order page. The button opens the Sales Reciept page but doesn't transfer the customer information. Mainly the Customer Name. I have the sale reciept line to enter a default item and description. Normally when I click oo a customer in the drop down this ...

I sent you an email of the screens. Thanks for your help!

I'm not able to do screen shots. Can you provide a screen shot of each step?