Searching Labels in Linked Orders
planned
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Exact Emu
As a part of our process, we follow a specific Job Code format which includes the customer code and the relevant job number. As the Job Numbers in Factory cannot be tailored, we have been utilising the Labels field to continue this process.
One of the teams biggest gripes with Factory is they are not able to search for the Label when linking an order. Currently you can only search for Sales Orders using the Label that already have items in the Linked Orders section.
I know this may be specific for us, but would it be possible to expand the search in Linked Orders to include ALL labels?
Thanks :)
Paul Lutkajtis
marked this post as
planned
Paul Lutkajtis
Exact Emu - I'd like to get some clarity on this one so we're understanding it correctly. Do you want the labels assigned to jobs to be included in the search scope when linking an order? I.e. instead of only searching by customer name, you'd like to search by 'label' to find the correct order to link?
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Exact Emu
Paul Lutkajtis Hi Paul - yes exactly :) We use the labels for our own job numbers which are specific to each customer. We would love the ability to use the code entered at labels (which is the one all of our employees are provided for any costs or products in relation to the job) to search and link purchases.
Paul Lutkajtis
Exact Emu: Easy! We'll schedule this one in.