Quotes and stock
Available (stock you can promise) and held (stock set aside for somebody else) are shown as two separate numbers. One net figure would quietly promise stock that is already somebody else’s.
When the count is not known, the screen says it is not known rather than showing a zero.
Check what you can promise before you say a number out loud at the table.
A quote reopens exactly as you were building it, so an interrupted quote is not a lost one.
Quotes and stock
More in Contacts3 pages
- ContactsContacts holds the people and companies you work with, connected to their needs, history and work.
- Log a visitLogging a stop, which means writing up a visit, walks you through it: where you are, the context, what came of it, a summary, and your sign-off.
- Account healthOpen an account’s health score and it comes apart into what it was worked out from, heaviest first, with the method said out loud.
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