All ideas

The Inventory Performance Report has a lot of great data but would be aweome if that data were all layed out in a tabular format and easily exportable to excel for manipulation and sorting.

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 ...

Most all States and Federal employers have a bereavement policy.

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...

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...

The invoice and credit modules do not interact. It would be nice if wherever we can look at customer invpoces we could also see the credits. Not just inventory inquiry, but also when posting customer payments it would be nice to apply credit at th...

We have one person creating and posting the invoices and then another person actually emailing the invoices to the customers by using the "Reprint Invoices" from our Order Entry Module. When I email invoices from our Order Entry Module, I have to ...

We would like an automatic prompt when invoicing a customer to remind our sales staff to put in the sales rep name. They forget to go to the header screen if they don't need to add a PO. If it could be on the main customer screen, or prompt them b...

Let admins set an password expiration limit, so that user's are forced to change their passwords after X days (e.g. 90 days). Or at least have a report to that admins can see how long it's been since a user last changed their password, so they can...

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.