Does anyone know how to auto populate the customer part item on Quotation form after the item number is entered? I know invoice and SO already do this, but not quotation form.
@Christopher Loucks We don't use electronic payment. We use mass update for sending remittance notice to multiple vendors and there was no choice enter email address, only 3 choices, vendor's email, contact or transaction (not sure where this email is located).
Thank you very much for the comment. I know that we could set employee restriction through role setting, but that requires to assign the rep to all the customers. I was trying to find a way to do this without assign the rep. A more flexible way to apply the restriction.
We have different category for customers, such as OEM and Wholesale. I wanted to allow a sales rep only able to run sales report for the Wholesale customers. These customers were not assigned sale rep.