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Consolidate or Link Transactions and Activities - combine Order and Audit



  • 0

    I will play with Workflow to display audit form (Header form) before taking order. But it would be best if rep can decide what comes first.

  • 0

    I precise my request

    To create a standard Retail Audit:

    1. Create an Activity,
    2. Check ‘Retail Audit’ elements as Availability, Promoted, Price, Stock, Note
    3. Select product group hand have retail audit for each product in group without the need of creating hundreds of Activity fields for each product manually
    4. Add other optional fields

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