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Add a Report for listing customer sales by State

Currently, there is no option to get a sales report by state. If you use Order Entry they is a report in the Customer Report Library that sorts by state, but does not give you totals. But that does not help if you only use AR. Customer need a sale...
Coleen Graber about 1 year ago in All other suggestions 1 We're Taking A Look At This

Add custom pop-ups when in OE modules (customer specific buying preferences, etc.)

Add an option to display customer notes anytime their account is accessed in OE quotes, sales orders, & invoices. We see these now when customers are on hold or over their credit limit. I would love to see an additional box at that time of ord...
Jessica Smith about 1 year ago in All other suggestions 0 We're Taking A Look At This

Void Invoice "Note" is not visible anywhere

When you void an invoice you can enter a short note, but once you post it, the comment is not visible anywhere unless you print it. It would be helpful to see that comment in invoice inquiry.
TRACY LYONS about 1 year ago in All other suggestions 0 We're Taking A Look At This

Add option to search by PRODUCT LINE in Part Sales By Customer Report.

To be able to see all the items in under a specific product line that specific customers have purchased. Under the Order Entry Module. OE>Reports>Part Sales By Customer . This report currently you can search by Customer ID, Part ID, and Invo...
Ryan Spitznagel about 1 year ago in All other suggestions 0 We're Taking A Look At This

Add Vendor Name to Parts On Order Report

It would be helpful to have the vendor name added to the "Parts on Order Report". We have thousands of parts and having the vendor name readily available would reduce the amount of back and forth required to gather that information and make invent...
Guest about 1 year ago in All other suggestions 0 We're Taking A Look At This

Additional Digits for Shipping Weight

We would like to put in a request to consider adding digits to the shipping weight in BusinessWorks. The majority of our orders exceed 9,999.99 lbs.
Guest about 1 year ago in All other suggestions 2 We're Taking A Look At This

A/R, Bank Deposits, Include what entries – please add a selection to show only those entries that have NOT been selected as deposited.

A/R, Bank Deposits - allow for the user to make a selection that will only show the entries that have NOT been selected as part of another bank deposit. There is almost never a time that the user would need to select an entry for a different bank ...
Guest about 1 year ago in All other suggestions 0 We're Taking A Look At This

Finance Charges on Aging

When printing the A/R Aging as of a certain date, it does not include any finance charges. You have to print current only to show finance charges. Can this be fixed?
Guest 10 months ago in All other suggestions 0 We're Taking A Look At This

Add more lines in the sales taxes module to account for additional sales taxes

Currently there are three lines for sales taxes in the module. The state / counties have added additional sales taxes as separate from the existing taxes. This effects the invoicing and reporting required.
Guest 11 months ago in All other suggestions 0 We're Taking A Look At This

Increase Kit Description allowed characters

The Sage BusinessWorks 2018 File Format pdf document lists that the size for the Description field in the OEKit module should be 31 characters, but the GUI limits it to 24. Querying the OEKit table schema it also shows the length of the column to ...
Guest 12 months ago in All other suggestions 0 We're Taking A Look At This