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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

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 almost 2 years ago in All other suggestions 1 We're Taking A Look At This

Notes Fields specific to the document you are working in

It would be great if you could have NOTES per order, not just per customer. I kno we can use visual comments but you are only allowed a few words per line. That is not effective. I would also like to be able to have notes for each specific PO, and...
TRACY LYONS almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Make customer the ship-to records easier to find.

It is next to imposible to find out what the customer ID is when all you have is the Ship-To information. Should be able to search for a customer ID based on any of the ship-to info such as street, town, zip code, etc
TRACY LYONS almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Increase the size of the sales tax id and description field

With more county and city taxes, the ids and descriptions need to be longer to accurately describe the tax.
Kim Crabtree almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Quantities available in the Maintain Parts

It has been brought to my attention from our sales staff that instead of just having the unit cost greyed out when you have quantities on hand, it would be helpful if you could use a Microsoft trick and hover your mouse over the Quantities Tab and...
Sue Newman almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Adding the Customer name to the ON ORDER REPORT instead of having only the Customer ID.

If this feature was added on the report, everyone would spend less time trying to figure out the customer's name. Instead, it would automatically show up on the report.
yvette ycaza almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Allow the ability to change the order of vendor check pringing

A radio button to select options to select printing by Vendor ID, Vendor Name or zip code
Kim Crabtree almost 2 years ago in All other suggestions 0 We're Taking A Look At This

Add the employees' email address to the employee inquiry

Since only one person is allowed to maintain employees at a time, we need to be able to see the employees' email addresses under employee inquiry. Would love to see this be a feature in the next software version.
Kim Crabtree almost 2 years ago in All other suggestions 0 We're Taking A Look At This

INTEGRATION CUSTOMER/SALES & VENDORS/PURCHASE MODULES

Is useful for save time to all Companies that make business without stock inventory, that need make a Purchase Order for each individually Order took to his Customer. (You obtain one Order from your Customer and need place a Purchase Order to your...
Guest about 1 year ago in All other suggestions 0 We're Taking A Look At This