OMS Pro - Alternate Description on Line Items
Hello Team!
Today I have an exciting update to OMS Pro to share with you.
Problem: Users need a way to override description of generic line items. Things like sub-contract parts, sub-contract labor, and one-off non-inventory items lead to some pretty unreadable invoices with the current setup.
Solution: A way to override the description of a product or service without compromising the structure of an invoice.
Here's how you do it.
Find a line item that you want to override the description of.
Once you have a line item, add an alternate description!
If you wish to undo your change, simply delete what you have typed in the "Alternate Description" field and OMS Pro will go grab what was their originally. Please note, commas, semi-colons, and double quotes will automatically be delete from alternate description fields, as the break stuff! #specialcharacters
Currently, this field is available to anyone with access to the Line Items - Accounting view.
Reminder: Alternate descriptions inevitably end up on the final invoice sent to the customer.
Peace Y'all!
-Lucas