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Drag and Drop line items - move position

Many of our orders are several pages long because we itemize all parts needed for installation. We try our best to list all pieces in the order they would be installed. Instead of having to delete and insert, it would be awesome if we could click ...
Jessica Smith almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Budget Import File

Is it possible to add a Budget Import File function so you don't have to go into each account manually and tab through each month. Maybe just have it basic as Account #, Month End, Amount.Ex. 12345.000, 01/31/2024, 10000.00
Victor Tkaczuk almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Modify a credit card charge that's pending

Our company policy is we only charge for what we are shipping. We run into situations where we process a credit card for $xxxx.xx and after the ticket is pulled for shipping, the warehouse alerts us that we are missing something that we shouldn't ...
Jessica Smith almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Lockout individual parts from being sold

We need a way for BW to acknowledge a minimum required on hand quantity level and backorder at that level (not zero). We have stocking levels set on all inventory parts. One item we sell all day long, is fuel filters. Our suppliers are having raw ...
Jessica Smith almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Make serial numbers searchable without having to know the item#

I have 35,000 different line items that are serialized. It would be helpful to have a serial number search so I can figure out what the item is and display the invoice details of the end user it was invoiced to. I cannot waste time running useless...
TRACY LYONS almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Why arent changes allowed when converting a sales order to invoice?

When converting a sales order to an invoice, we should be able to make line item changes on the fly. When I have a customer on the phone and I convert and order, then he says at last minute to add something, I have to back out of everything and th...
TRACY LYONS almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Allow copy & paste in Invoice Inquiry Module

When tracking a package for a customer, we use the Invoice Inquiry Module and click on "Addresses". The "Ship Via" section includes our tracking number that we enter at the time of invoicing. It would be super efficient if we could copy from this ...
Jessica Smith almost 2 years ago in All other suggestions 0 We're Taking A Look At This

OE - Invoicing - it would be nice to have a feature listed in summary close to freight to add fees that aren't taxed.

We use Square for credit card payments and it's fairly new to us. Square charges a fee to do this and we charge the customer. As of now, I have to put it in the body of the invoice and not tax it. There may be a way to do this and I just don't kno...
Guest almost 2 years ago in All other suggestions 0 We're Taking A Look At This

OE - Invoicing, being able to save an invoice I am working on and come back to finish it.

It would be helpful because there have been times I have forgotten to close out a month and have completed a big invoice only to have to close out of it and start all the way over because I haven't closed out yet or sometimes for other reasons.
Guest almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Add option to include Cancelled State to the Order Entry Sales Order Report

In OE, Reports, Sales Order Report , the status to include does not include the Cancelled Status Customers would like to see the Cancelled status added to the Sales Order Report. During the pandemic, customers are cancelling orders. They later wan...
Coleen Graber almost 2 years ago in All other suggestions 0 We're Taking A Look At This