Ideas

Showing 389

Check if a customer PO is a duplicated before proceeding with a SO

We have had numerous customer orders processed and invoiced where the PO is actually a duplicate. This is due to to customers sending orders to various emails and them being processed by different people. As there is currently no check the PO numb...

Julie McDermaid 4 months ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

1 VOTE

Amend Account - Return to Company tab after Save

Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...

Andrew Dunn 20 days ago in Account / Account 0 Idea Accepted - Gauging Support

23 VOTE

Assign Bank accounts to Customers/Suppliers

We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...

Cathy Pennycook about 1 year ago in Account / Account 1 Idea Accepted - Gauging Support

7 VOTE

Similar to being on hold, is there a way that triggers if a customer is on proforma

We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...

Daniel Pearce 5 months ago in New/Amend Order 3 Further Information Required

10 VOTE

Add nominal narrative to customer/supplier screen

You can see the detail of the invoice/credit on the customer/supplier screen instead of drilling in at the bottom - can easily export to excel

Courtney Sharman 8 months ago in Transaction Enquiry / Transaction Enquiry 3 Idea Accepted - Gauging Support

11 VOTE

Customer Part Codes

Allow for customers to have specific codes for your product and allow searching against this code (as well as the master code) on SOP and other relevant forms.

Richard Torr 10 months ago in New/Amend Order / New/Amend Stock Record 1 Idea Accepted - Gauging Support

15 VOTE

Payment Processing

I find the whole Payment processing laborious, extremely time consuming and out of date. Instead of Printing a suggested Supplier Payment report , then having to amend, then printing another report and so on, it would be good to have all the Suppl...

Kate Clement about 1 year ago in Suggested Payments 1 Idea Accepted - Gauging Support

8 VOTE

In the delivery address form, add an additional optional input field labeled “PO Box” after the primary street address fields.

Some customers may have both a street address and a PO Box. Delivery services sometimes require both to ensure successful delivery. Keeps address data cleanly separated for backend systems and shipping integrations

Edie Collins 7 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

4 VOTE

Delete Supplier nominal codes

Can change the default nominal code on a supplier account but can't delete completely if you want to leave blank. Would also be good if you can have a default nominal but variable cost centre.

Rachel Bartholomew 4 months ago in Account / Account 2 Not an idea

12 VOTE

Payment Reference Field Length needs increasing

Within SOP then the current Payment reference field is limited to 20characters - we're seeing increasing numbers of 3rd party systems providing longer than this. e.g. Worldpay at 64 chars. Without this field being populated it makes it impossible ...

Jeff Smith about 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

Please enter your email address

FILTER BY FIXED IN VERSION

FILTER BY CATEGORY