Insertion Order

Insertion Order

Create a custom Sales Order that will integrate with my CRM account. Either a form that we can embed in current Sales Order instead of current Product Details or a separate application that will pull account and client info as well as products from CRM. Need to allow for multiple products in each Insertion Order. Each product and will look up the product and pricing from CRM and also have flight date, ad size, rate, impressions, discount and total net price. The page should include account and client names (lookup fields). Client should be able to click to approve with a date approved. I will also want to put our logo and some standard legal terms on the page.


Budget : TBD | Duration : 4 weeks

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