Sales and Purchase Templates should use different contacts

started a topic over 2 years ago

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.

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  • Hello!

    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.

  • Hello, 
    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.

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