OM Dashboard Enhancements…CIP Visibility and More!

CIP Visibility

Did you know that you can add columns on your OM dashboard to have visibility of the CIP Method and the amount of CIP on orders?

It’s Simple….just add the CIP Method and Available CIP fields to one of your custom dashboard layouts or create a new layout.

Once those fields are added, the CIP Method and Available CIP will be displayed on the dashboard. In this example, there was $1000 of CIP converted from the quote to the hold order. Two orders were created, one with $500 of the CIP and one with $300.00 of the CIP. The hold order still contains $200 of available CIP to be released when the remainder of hold order is released. Giving you this visibility will insure that you leave no CIP behind!

ADC Quote # Visibility on ADC Orders Converted from Quotes

When a distributor places an order via ADC that was converted from a quote you provided, the Quote number will now be displayed on the OM dashboard. No action required…it will just appear!