Price list column on Customers screen
We currently have several Price lists that our customers are associated with. We have 3 Tiers wholesale, Volume, and Retail. I would like to see a feature or column on our customer list which indicates which they fall under. I have customers which aren't as frequent or new to us and ask for quotes. Without having to ask someone with Administrative access if they can go to the associate a customer option to see where they fall. As I do not have access to the feature it would make things a little easier for the times the answer is not one I can think of off the top of my head.
thank you for your time
Hi, Kristal,
Thank you for the extra details. I’ll proceed to change the status to voting so that other users can vote for this as well.
Thanks,
The Komet Sales Team
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Hello,
Thank you for the timely response I appreciate you looking into it for me. Yes correct I do not have access to the customer setup function which would allow me to see which price list my customer is associated with. When I click the e-commerce button a list of all of the customers assigned to me comes up. In which I am not able to see the price list to which they have been assigned. I can see all of their information also if they have terms with us I can see the limit. In the box that pops up, I would like to see a column alongside either where it lists their phone number or by the representative column. Just so that it is in plain view so if a customer has a quote question and I access Komet from home I can see which they have been associated to if I am not aware or can't think at the time. I hope this makes sense as I could not figure out for the life of me how to send the picture of the customer list box. Thank you for your time :)