Quotes, stock and what you can promise
Available and held are shown as two separate numbers. One net figure would quietly promise stock that is already somebody else’s.
When the count is not known, the screen says it is not known rather than showing a zero.
Check what you can promise before you say a number out loud at the table.
A quote reopens exactly as you were building it, so an interrupted quote is not a lost one.
Quotes, stock and what you can promise
More in Customers3 pages
- What’s behind CustomersCustomers is your customer book: the businesses you sell to, the people at them, your quotes and orders, your visits, your to-dos.
- Writing up a stopLogging a stop walks you through it: where you are, the context, what came of it, a summary, and your sign-off.
- How an account is doingOpen the score and it comes apart into what it was worked out from, heaviest first, with the method said out loud.
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