Techdinamics
Roadmap
Feedback
Changelog
←
Back to changelog
Powered by Canny

new

techOMS

Enhancement: Sales Orders and Customer Integration

Creating
Sales Orders
in
techOMS
just got faster! You can now
auto-fill
shipping and billing details using your saved
Customer
data.
What's New?
  • Quick Ship-To Population
    : Select a saved
    Customer
    to instantly fill in the
    Ship To
    address and contact info.
  • Effortless Bill-To Copying
    : Use the new
    Use Ship To Address
    checkbox to duplicate
    Ship To
    details into the
    Bill To
    field.
  • Flexible Templates
    : Use
    Ship To
    and
    Bill To
    pre-filled data as-is, or tweak it before saving.
How to Assign Customer Data
When
creating
a new
Sales Order
, check
Show Details
and:
  1. Click the
    pencil icon
    in
    Ship To
    .
  2. Click
    Select Customer
    .
  3. Pick a
    customer
    and press
    Select
    .
image
How to Copy Ship To into Bill To
Just check
Use Ship To Address
, and you're ready to go!
image
Resources
Learn more in our updated documentation: