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Add option to search by PRODUCT LINE in Sales Analysis Report

To be able to view sales the sales analysis from sales reps pertaining to one specific PRODUCT LINE. Currently this report you can search by Customers, Invoices, Parts, sales Reps. This report would be tremendously more helpful if it also had a se...
Ryan Spitznagel 4 months ago in All other suggestions 0 We're Taking A Look At This

Add option to search by PRODUCT LINE in Part Sales By Customer Report.

To be able to see all the items in under a specific product line that specific customers have purchased. Under the Order Entry Module. OE>Reports>Part Sales By Customer . This report currently you can search by Customer ID, Part ID, and Invo...
Ryan Spitznagel 4 months ago in All other suggestions 0 We're Taking A Look At This

Make changes to invoice after converting to sales order

This would allow changes to be made on the fly. Eight now we have to modify the sakes order if we need to add lines, etc then convert to invooce. this wastes time
TRACY LYONS 5 months ago in All other suggestions 0 We're Taking A Look At This

Display credit memos in the Customer Invoice Inquiry list

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...
TRACY LYONS 5 months ago in All other suggestions 0 We're Taking A Look At This

Add a "Vendor since" field in AP, Maintain Vendors

Similar to the “Customer since” field that is available in AR Maintain Customers, there should be a "Vendor since" field in AP Maintain Vendors.
Coleen Graber 5 months ago in All other suggestions 0 We're Taking A Look At This

Add the ability to determine which user has an exclusive lock on a customer

On many occasions, an employee will go step away from their desk or go on break while working on an A/R function, which placed an exclusive lock on a customer. If another employee attempts to do anything with the same customer, they’re unable to. ...
Alfredo Torres 5 months ago in All other suggestions 0 We're Taking A Look At This

Additional Digits for Shipping Weight

We would like to put in a request to consider adding digits to the shipping weight in BusinessWorks. The majority of our orders exceed 9,999.99 lbs.
Guest 5 months ago in All other suggestions 2 We're Taking A Look At This

Add the ability to sort line items in an invoice, either alphabetically by description or numerically by part number.

I enter large quantities of line items in an invoice and often have to refer back to previous line items entered during invoicing. If I could sort the items alphabetically by description or at the least sort by part number, it would be much easier...
Electric Service 5 months ago in All other suggestions 0 We're Taking A Look At This

Highlight lines in GL reports

In the older version of BussinessWorks if you were viewing the income statement or other reports you could click on a line item and the line would highlight across. Making it easier to focus and keep track of where you are and where you where look...
Kim Crabtree 5 months ago in All other suggestions 0 We're Taking A Look At This

Change the payment method in AR to Payment, ACH NOT Payment, Cash

No one pays with cash any more so changing this method to ACH is a clearer explanation that shows up on the monthly statements.
Guest about 2 months ago in All other suggestions 0 We're Taking A Look At This