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...
Notes Fields specific to the document you are working in
It would be great if you could have NOTES per order, not just per customer. I kno we can use visual comments but you are only allowed a few words per line. That is not effective. I would also like to be able to have notes for each specific PO, and...
It is next to imposible to find out what the customer ID is when all you have is the Ship-To information. Should be able to search for a customer ID based on any of the ship-to info such as street, town, zip code, etc
Increase length of vacation and sick pay hours allowed to accrue to a maximum of 9999.99.
currently the number of hours over 999.99 can accumulate but you cannot alter the number if necessary. also, no way to transfer these hours between employees if a donation of time is available.
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.
Currently, Sage BusinessWorks only allows you to see the "ship weight" on sales orders, not quotes. We would like to request "ship weight" be added to the quote as we require that information to calculate freight costs for our customer during the ...