Comtek Accounts : Exchequer Software Enterprise Reseller for Accounting, Telesales, CRM Goldmine, ACT, MicroSoft CRM, Exchequer Plug-ins and Addons
 

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Notes Plug-in for Exchequer Enterprise

“It’s great.  I simply put a warning in the Stock general notes, and then a user sees it whenever they add that item to an order.  We use it to warn the buyer of certain options which could be purchased with products, thus ensuring we optimize our selling potential.”  says Derrick Bolton

Tell me again!

 

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      Price £682 + 25% Support

 

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Uses/Benefits:

Improve

Put messages on stock record notes to sell associated stock items or to show superseding stock items.  

Improve Accuracy

Add warnings on account records such as "pro forma only", "CASH only", "Get every thing in Writing!", etc.

Detailed Description

The Notes Plug-In displays General notes for an account or stock record, if any exist, when the user enters an account code or stock code in the following types of transactions:

SIN SOR SQU SRI SJI SCR SJC PCR POR PQU PJC PPI PIN   + TeleSales

Popup notes for Exchequer Enterprise

Changing the Transaction types

The types of transaction that the Notes Plug-in pops up for can be changed in “Notes_Plug_Switches.ini” file.

[ACCOUNT CODE]

EnableGeneralNotesFor=SIN SOR SQU SRI SJI SCR SJC PCR POR PQU PJC PPI PIN 

EnableDatedNotesFor=SIN SOR SQU SRI SJI SCR SJC PCR POR PQU PJC PPI PIN 

 

GeneralNotesMaxLines=99999

DatedNotesMaxLines=100

 

[STOCK CODE]

EnableGeneralNotesFor=SIN SOR SQU SRI SJI SCR SJC PCR POR PQU PJC PPI PIN 

EnableDatedNotesFor=SIN SOR SQU SRI SJI SCR SJC PCR POR PQU PJC PPI PIN 

 

GeneralNotesMaxLines=99999

DatedNotesMaxLines=100

The number of lines displayed can also be restricted.  This may be useful for restricting the number of dated notes displayed.

Downloads

Please download from our Generic Downloads Page 

 

 

 

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Last modified: September 09, 2008