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#68000 - 03/31/22 01:07 PM OE 9.3A Special Prices
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4516
Loc: Wynnewood, PA
A client's data has customers with special prices. Some customer's special prices number in the hundreds.

The client wants to change the special price for a customer/item. They don't know if the special price for the customer/item already exists or not.

They can use the Find button to jump to the top of a customer's list of items, and then scroll in the hopes they will find the item (if it exists). But that's inefficient. Instead, they assume the special price does not exist, click on New and enter the information. When they click OK, if they get an error message "That special price already exists", then they know they will have to hunt for the item by scrolling. This gets annoying after a while.

The solution is for Softrak to change the Find button to allow for a search on a customer/item or customer/category instead of just on a customer. Or to add a tab on the Customer Master screen called Special Prices, similar to the Contacts/Shipto tab, and put a Find button on the tab (I realize there is no Find button on the Contacts/Shipto tab, and there should be!).

Until that happens, Is there a better way to tell whether a special item exists other than trial and error, or scrolling?

Steve

PS - for what it's worth, our favorite DOS predecessor program could perform a find on the item. I will send an email to Softrak with screenshots.

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#68001 - 03/31/22 02:28 PM Re: OE 9.3A Special Prices [Re: Steve Schwartz]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11571
Loc: Vancouver, BC Canada
Hello Steve,

I have added a suggestion to the wishlist for a future release of OrderEntry.

In the meantime, have they considered using Export/Import Special prices?
_________________________
Regards,
Softrak Tech Support

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#68002 - 03/31/22 02:42 PM Re: OE 9.3A Special Prices [Re: Softrak Support]
Chris McDonell Offline
Adagio

Registered: 11/16/01
Posts: 623
Loc: Vancouver, BC, Canada
Steve,

We plan to add the new Grid Search functionality to the grids in the next OrderEntry.
Would having Ctrl-F search (as it is now in Invoices/Ledger) be enough to satisfy this request?
_________________________
Chris McDonell
Softrak Systems Inc.

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#68006 - 03/31/22 04:18 PM Re: OE 9.3A Special Prices [Re: Chris McDonell]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4516
Loc: Wynnewood, PA
Export/Import is not practical for one-off changes.

Ctrl-F would work although it requires a nested search, which isn't ideal. And it would require multiple second searches, one on item and one on category.

To repeat my question above "Until that happens, Is there a better way to tell whether a special item exists other than trial and error, or scrolling?"

Steve

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