All ideas

When converting a sales order to an invoice, we should be able to make line item changes on the fly. When I have a customer on the phone and I convert and order, then he says at last minute to add something, I have to back out of everything and th...

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...

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.

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...

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...

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.

A/R, Bank Deposits - allow for the user to make a selection that will only show the entries that have NOT been selected as part of another bank deposit. There is almost never a time that the user would need to select an entry for a different bank ...

It would help is if the PDF that is created when emailing had a more descriptive name. Currently it is a temp file name like pdf18db. It would be great if it had the type of item generated and the number like inv12345.pdf.

Vendor Open Credits is currently a dark hole where details of transactions cannot be found. The option was updated in the AR module and works great. Can we do the same for Vendors?

When creating a NEW Customer - My client would like to be able to duplicate the Finance and Purchasing information on some customers where the same person does both jobs. This is true in smaller companies and it would be nice not to have to duplic...