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
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Habitually, I tab when creating a sales order, invoice, in payroll, pretty much everything. Except AR Credit Memos. Enter the reference line, tab and it takes you directly to the invoice number, reverse tab takes you back to the reference line.
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
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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.
Add a Grand Total to the Sales Order Report when filter is set to ALL
Currently in the OE module, you can run an Open Sales Order Report, Closed, On Hold, and All. However, when the "ALL" report is selected it doesn't pull a grand total amount at the bottom like the others. It would save time reporting sales numbers...
Marlen Rivera
almost 2 years ago
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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
almost 2 years ago
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It would be a great help to be able to ensure a credit is not taken twice. It could be accomplished by the system not accepting a duplicate credit number as it already does not accept a duplicate invoice number.
Increase account numbers allowed in a cash deposit through "Enter Bank Transactions" function.
currently, you can only enter 20 accounts/checks in one transaction. We frequently have more checks than that to deposit and prefer entering them one check at a time rather than entering totals.
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...