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Invoice field for Freight Tracking #
It would be good to have a field on invoice entry to add freight tracking number. We currently put this in notes.
13 May 2020 5:11 PM
Drop Shipment - Carry Customer PO # to Vendor PO in reference field
Most of our shipments are drop-shipments. We need the customer's P.O. # to print on the vendor purchase order that is linked to the sales order. In order to have the vendor put the customer's P.O. # on the packing slip we have to enter as part of the...
13 May 2020 5:08 PM
Job number assigned to freight charge
Currently the only way to assign a job # to a freight charge is by entering it as a line item in the body. This skews some of the sales reports. It would be great to be able to use the freight charge field and assign a job # to it that way.
13 May 2020 5:04 PM
Enter payments on order screen
If a customer pays upon ordering, we need the ability to record the payment on the order for customers that are 'Cash before Delivery' or use Credit Card when ordering.
13 May 2020 5:02 PM
Add more customer payment terms options
Example: Customer pays 2nd day of the month after 60 days Invoice Date 1/13 60 Days: 3/13 Payment Due 4/2
13 May 2020 5:00 PM
Maintain Customer Window ideas
There should be an option to add notes to a customer profile since there isn't enough space at the comments section.
12 May 2020 12:11 PM
Access to sales order numbers thru the sales invoice information window
On the Sales Invoice list window, there should be an option to add to the settings to see any connected sales order numbers that are linked to the sales invoice. it is frustrating that you need to go to 2 other windows for the answer that you need
12 May 2020 12:07 PM
Adding an "Ordered By" field in the sales order entry screen
I would like to see an "Ordered By" field in the sales order entry screen. Currently we are adding a customer note for this information. It would be so much nicer to see it on the entry screen. I would also be nice if there would be space to add the...
7 May 2020 7:45 PM
Converting quote to Order to invoice
when ever a quote is converted it would be great if the system closed the quote box and took you to the order/invoice that was just created instead of having to look it up.
20 Apr 2020 12:41 PM
Find Customer with search box
It would be great if you could have this drop down list under customer management tab to search for email address in the system.
20 Apr 2020 12:39 PM
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