Sales and Purchase Templates should use different contacts
feedback for Dear: Our purchasing people and our
sales people are often different teams or individuals. It would be useful to have separate
contacts in the system for each. Even if we were using a dedicated accounting department, Accounts receivable
and Accounts Payable accountants are likely to be different people in a larger
company. We’re smaller, so sales and purchasing fill those rolls for now, but are different contacts.
1 person likes this idea
The contacts settings in reference books allow you to set a contact type as billing or shipping. This way you can choose which contact is taken to the template.
Yes. I know. THe problem is that the contact we have for our sales billing and our purchasing billing are different in our company. DEAR uses the same billing contact for POs and for invoices. I would like them to be different contacts.