I would like to be able to record a partial release of retainage in BusinessWorks. On large projects, retainage is released as the job progresses. Adding the partial release would elimate work arounds and additional spreadsheets.
Fields for Importing Vendor Pricing and Customer Sell Price
If we could have the option of being able to update Best and Last Cost in the Vendor pricing in Parts, hundreds of wasted man power could be saved. We have Vendors who update their pricing yearly, bi-yearly even quarterly. The process of updating ...
The bank reconciliation screen has little to no functionality. It would be great if data in the columns could be sorted by any of the columns. It would make finding transactions much easier
Increase Character limit for Part IDs and Description Fields
We Prefix our part IDs with the Vendor IDs (3 characters), sometimes we add 3 characters to the end of their part IDs to indicate the SKU must be picked in specific qtys. Several vendors have long part IDs, and their own character count is too hig...
Ability to link multiple customer sales orders or add notes to a Purchase Order.
As a company who creates purchase orders for more than one customer or sales order, it is difficult to keep track of which sales orders are linked to a PO. It would be great to attach sales orders from the purchase order itself or at least add not...
Kassandra Dorsey
about 1 month ago
in All other suggestions
0
We're Taking A Look At This
It would be nice if several user could be in the same customer ID. There are times one user is trying to post a payment while another user is trying to type a quote or create an invoice. We are not able to do it as the account is locked.
ashley padgett
about 1 month ago
in All other suggestions
0
We're Taking A Look At This
Add the ability to see when a Pick Ticket has been printed.
Currently, users are only able to see when a sales order has been (printed). Would be highly beneficial to see when a Pick Ticket has been printed with the acknowledgement of it being a Pick Ticket.
Kassandra Dorsey
about 1 month ago
in All other suggestions
0
We're Taking A Look At This
It would be nice to be able to reprint a packing slip after the invoice has taken place. There are times when a customer would like a packing slip after the fact as it was lost or someone else needs a copy (without prices) and we have to do a scre...
ashley padgett
about 1 month ago
in All other suggestions
0
We're Taking A Look At This
After a Customer Invoice is created in Order Entry, if we have to change a ship to address, or correct the Customer PO Number, it would be helpful to be able to edit instead of VOID the invoice, reopen the order and re-invoice for such a simple fix.
Melanie Zembardo
3 months ago
in All other suggestions
2
We're Taking A Look At This
Show our account number on the EFT Payment Register
We know the system allows us to put our account number in under vendors. We also know the system is able to put the account number on a check. However, it would be nice if we could get the system to show our account number on the EFT Payment Regis...