INFORMATION
About the app Related Sales Document Notifications
Sales representatives often create new sales documents without knowing that a quote or blanket order for the same item already exists for the related customer.
Related Sales Document Notifications gives users immediate visibility into existing sales documents that may be relevant to the item they are working with for the related customer. When an item is added to a sales document, Business Central automatically notifies the user if related sales documents (quotes or blanket orders) exist for the chosen customer and item.
With a single click, users can open those documents and determine whether existing agreements, quotations, or commitments should be considered before continuing.
Why Related Sales Document Notifications?
In busy sales environments, information is often spread across multiple sales documents. Users may not be aware of existing quotes or blanket orders for a customer.
This app surfaces that information exactly when it matters most – during order entry – helping users make better-informed decisions and deliver a more professional customer experience.
And the best: this app is for free!
How it works
When a user enters an item on a sales document, the app checks whether sales documents (quotes or blanket orders) containing the same item already exist for the same customer.
If related documents are found, a notification is displayed showing the relevant documents.
Users can then:
- Review existing sales quotes
- Check active blanket orders
- Open related sales documents directly from the notification
- Verify customer commitments before creating new transactions
Key Features
- Automatic detection of related sales documents
- Item/Customer-based matching
- Real-time user notifications
- Direct navigation to relevant sales documents
- Seamlessly integrated into the Business Central sales process
- Easy to use with no additional user training required
- Free to use!
Improve visibility during sales processing
Important customer information should never remain hidden in existing sales documents.
With Related Sales Document Notifications, your users gain instant access to relevant sales documents directly from their workflow, improving efficiency, accuracy, and customer service throughout the sales process.
