It would be great to be able to assign categories to customers. For example, if I had a category for my sales reps, I could assign a sales rep to that customer and all sales to that customer are automatically added. This would prevent the tedious duplication of having to choose the sales rep for each item on an invoice – especially for those of us whose invoices have 20 or 30 lines!
For alot of categories (e.g region, branch, sales rep), individual item sales would not change categories within an invoice, or across invoices in most cases.
Sean Douglas
It would be great to be able to assign categories to customers. For example, if I had a category for my sales reps, I could assign a sales rep to that customer and all sales to that customer are automatically added. This would prevent the tedious duplication of having to choose the sales rep for each item on an invoice – especially for those of us whose invoices have 20 or 30 lines!
For alot of categories (e.g region, branch, sales rep), individual item sales would not change categories within an invoice, or across invoices in most cases.