Sales Order Processing (SOP)

The ability to add previous ordered items to a sales order rather than having to remember my customers order history and then manually selecting those items.

Current software allows orders and quotations to be deleted and immediately removed from the system. However, it is also possible to keep a record of cancelled order lines - but not cancelled whole orders? Our customer wants the ability to complet...

This would mean when a customer places an order without a reference you could clear the quotation to a completed state and clear it from LIVE quotations.

Include option to auto refresh screen displays as currently they do not refresh unless you manually refresh or log out then back in to company

Frequently get asked for the customer account no or code on the sales order desktop list as its absent, can this be added, same story for purchase orders

With the sales order lines form not maximised, the description box only shows the first few lines This is ok, but when adding to this box it does not auto scroll to show the text being entered once you get past the lines on display Can this box be...

Add the Customer Account reference to the list of available columns in the Sales Order List. This would allow a filter to be built for a range of Accounts.

Ability to convert a quotation to a Pro Forma Invoice

When entering a sales order I would like to see the preferred items that a customer orders rather than filtering through a full list of stock items. This will improve the speed at which I can enter sales orders and the accuracy of the data

When entering a sales order I would like to see the items that this customer frequently orders from me. This will allow me to enter order more efficiently and accurately.