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If one of them decides to view their pricing, it may be a bit difficult to find in Great Plains Software without SmartFill and Omni Price. Some customers are loyal to the core and are given special pricing. How Can You Give a Customer Their Special Pricing in Great Plains Software? Working together, SmartFill and Omni Price can help you find pricing easier in Great Plains Software for an improved user and customer experience. The result is a list of contracts where you select the contract that contains the pricing transactions you want to see. If you know the Contract ID and/or Contract Description contains “Mark”, you can enter what you know in the Contact ID From field and tab off. There, you’ll have several options to choose from in the Selection Range. How? Open the Pricing Transaction Inquiry window in Omni Price. Similar to customer and item lookup, SmartFill can help you find and view pricing transactions easier in Great Plains Software. Use SmartFill in the Omni Price’s Pricing Transaction Inquiry Window for Great Plains Software Note – this view does not come natively to SmartFill. Then, tab off the Item Number field and the Make a Selection window opens with not only the item number but also the quantity available at each site ID. You can type part of the item number or item description. Instead of remembering every single number or letter of the item, SmartFill fills in the blanks. Here’s another scenario – you want to add an item to a Sales Transaction, but with thousands of items to remember, of course, you don’t remember the entire sequence. Find an Item Number or Description Without Knowing Every. If you don’t see a field you need, go ahead, and add it in SmartFill. You can also enter city, phone number, user defined field and more into the Customer Number field in Omni Price’s Price Check window to find the customer you are looking for.
SmartFill is not limited to strictly customer names. The Make a Selection window opens, and there you will see and select which customer was on the phone. When you open the Price Check window of Omni Price, type in what you remember in the Customer ID field and tab off. It’s okay – SmartFill can still find them. After you hang up the phone, you realize you forgot their name. Let’s say a customer calls in and needs a quote on one or more of your items. Omni Price and SmartFill Together Can Find Customers During Price Checks
Omni Price makes pricing in Great Plains Software simpler and easier, but with SmartFill, you’ll save so much more time. Same thing with Omni Price and SmartFill. But who is Batman without Robin? Yes, Batman can hold his own in a fight, but add Robin to the mix and they can knock out the bad guys faster. Omni Price is Great Plain Software’s Batman, helping manage nearly every pricing situation you can think of.
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