James Shield
Can the [Vertical Market] column in Quotes pull through to the Orders table? It's very useful to track what markets we are quoting into, but without the ability to reconcile those opportunities to realized orders it's utility is diminished.
Additionally many manufacturers subdivide quotas based on market segment and we need to have a complete picture of this information during our conversations with them. Having the information in part of the system is a good first step, but we need it to track through the full order fulfilment path.
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Hi Manuel,
Vertical market tracking through orders is undergoing beta testing now! We will reach out to you with more information soon!
Actually, this feature is already in queue for an upcoming database change - likely next February.
With several OASIS tools, we join the orders and quotes tables to produce dollars by vertical. Even though we will likely have the data copy to the order, history suggests one-off orders won't likely get coded with a vertical.
Regardless, we should see this feature in several of the reports.
Has this been moved up in the queue? Would really help out with end of year reporting.