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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 8 months 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 8 months 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 8 months ago in All other suggestions 0 We're Taking A Look At This

Add the ability to update Recurring Invoice through an import

Customers use Recurring Invoices for regular monthly billing for things like a service they offer or property management uses for rent invoices. It is common for the rates to change. There is currently no easy way to change the amounts without goi...
Coleen Graber 8 months ago in All other suggestions 0 We're Taking A Look At This

Add more sort options when in Void Receipts

Add the ability to sort payments in AR, Transactions, Void Receipts - minimum to sort by date. When voiding customer payments, add the ability to sort the checks based on all the column headers that list for the payment - Receipt (Check#), Date, R...
Coleen Graber 9 months ago in All other suggestions 0 We're Taking A Look At This

add message when saving Standard time cards

While in the PR, Processing, Standard Time card entry screen , add a message when using the Standard Time Card entry, when you hit Save. When you hit the Save add: “This is a Standard Time card entry. By saving this template, this information will...
Coleen Graber 9 months ago in Payroll suggestions 0 We're Taking A Look At This

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 9 months ago in All other suggestions 0 We're Taking A Look At This

total quantity on transaction detail report

for non inventory items, we would like the transaction detail report to total the quantity. We have separate labor codes for different jobs and different employees, and would like to track this information in details and easily find the totals for...
Guest 9 months 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 9 months 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 9 months ago in All other suggestions 0 We're Taking A Look At This