Wish # 6024 - ability to confirm that a sourcing option is available for charge customers and hold that quote. At present the second you SOURCE something you must finish or KILL the invoice - we want an option that allows us to TEST to see if sourcing is available and if so -- HOLD the part on a normal quote. We need a way to BACK OUT of a source check and NOT flag the part as a BO ( for buy out ).Example - Joe's Garage calls and asks if we can get that Widget Solenoid ... we look and tell him we can and price it - he then says -- hold on - I will get back to you - and he then goes to his customer to sell the job.
At present he calls back and the other staff can see NO record of his request for that part ... we need a way to HOLD that request even if he have 'tested' the sourcing option. At present all we can do is KILL the quote item to clear from the screen. Not a very elegant way to handle the process. Thanks to Greg & Jason at Auto Barn and Ryan at D&T for their input and help.
Call # 1051220 - Randy says don't hold your breath on this request ( not quite his words - paraphrased by writer ). But this is an essential part of the parts business - to find a part and wait for the customer to confirm - we need this as a FIX
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