When you are creating an order or batch and try to find a customer, it would be helpful to see both the billing and shipping address. For example if we sell to a distributer but ship to a local store (Store A). When we search for "Store A" we see both Store A's account who we bill and ship to directly, as well as Store A but with a different bill to (The Distributor).
Date Submitted | Jun 12, 2025 |
MerchantAg Modules | Accounts Receivable, Fertilizer Batches, Direct Orders, Reports, Orders |
Product | MerchantAg |
Who will benefit from this idea? (Department and/or Job Title) | Anyone who sets up orders or interacts with customer accounts |
What problem does this Idea solve?
This solves the issue of trying to remember customer ID which is nearly impossible, and having to name ship to's crazy names that include the bill to name |
@Guest Just to confirm - are your stores setup as customer ship-to's?