All Orders Feature Requests

It is frustrating to complete a bunch of laborious line by line work in a Work Order, Sales Order, Ship Doc, etc. then click on Save only to be told that another user has made changes to that same document so you are out of luck. We would love to have a notification upon opening a document, if another user already has it open. This could be either a complete lock-out until the other user is finished, or maybe an option to open the document as "read-only" similar to Excel or Word docs.
Date opened: 4/26/2012

More access to the complete database within the Report Writer.
Date opened: 11/12/2012

The ability to select multiple forms for printing would be very helpful. We currently need to individually select four different forms and print them separately. We need all four forms for each order and being able to print them as a "batch" would be very helpful.
Date opened: 6/1/2012

It would be very useful if we had the ability to create pop-up prompts when a customer's profile is opened.
Date opened: 1/20/2012

In order to have a better overview of sales & purchasing history, I would like to add the previous year's (or trailing 12 months) sales & purchases to the item info screen.
Date opened: 2/2/2012

Use the volume price levels within the purchasing tab on the item to specify pricing discount on quantity volume. Also show on PO/Reorder analysis a drop down for cost (like the price on the sales order)
Date opened: 7/25/2012

Can make it available whereby we could make selected custom fields visible without having to click on the Custom Fields link? For example: We have a custom field for sales channel. I would like to see that every time I open a Sales Order. Currently, a lot of our reps don't select a sales channel because they forget to click on the link.
Date opened: 4/29/2013

We like the option to check credit when saving a sales order, but it would be nice to only check if a customer is over their credit limit. When the order entry people see the credit check after every order, they eventually click through it without reading it.
Date opened: 5/7/2012

I would like to see a date field that would be displayed after a form has been emailed. This would at least help to identify if the email button has been pressed on a purchase order or invoice. I would also like to see the emailed date in the list so I could see if I have missed sending a purchase order or invoice. etc.
Date opened: 6/14/2012

If a sales order has multiple ship dates or ship to addresses for the line items the system will open the batch shipping screen after clicking Fill so the user can select which ship dates and ship to address to ship. In this case a screen would pop up after Fill is clicked allowing the user to select to continue to the batch shipping screen, or to select which ship date/address to ship, leading directly to the ship doc screen.
Date opened: 2/24/2012

Currently, when you are scrolling down/up through long documents in order to revise it against your vendor invoices, you get lost not knowing what is the highlighted line since there are only two colors gray and white. It would very helpful to highlight the current line in a different color: light blue, light yellow or any other color that help locate visually in which line you are standing.
Date opened: 7/24/2012

When entering items on a Quote or Sales Order, would like to be able to see available quantity in the drop down so we don't have to keep switching between the Item List and the document.
Date opened: 6/29/2012

Would like status levels assigned to each phase of the fulfillment process., e.g., packing slip printed not yet shipped, order shipped not yet billed, etc. Right now we have to check the Shipped box to tell us that a packing slip has printed & been sent to the warehouse, but this messes up end of line fulfillment processes.
Date opened: 10/4/2012

Add funcionality to Sales Orders List: Being able to click on an specific SO and right click to chose Fill
Date opened: 4/27/2012

When creating a new customer or ship-to address from the sales order screen, it should be automatically selected once you return to the sales order. Currently, the default ship-to address remains selected when you return to the sales order.
Date opened: 2/13/2012

I would like to not only have our part number display but the manufactureres part number as well, when entering a purchase order. It would be nice to have the ability to select the columns to appear on a new Purchase Order screen.
Date opened: 8/17/2012

Need to be able to enter a cut-off date for month end.
Date opened: 6/29/2012

It appears that when you want to Email a confirmation of a Sales Order to a customer by clicking the Email button (while editing the Sales Order), it defaults to the Billing Contact Email address. We want it to use a different email address (default Shipping contact email address).
Date opened: 2/11/2013

We have several different warehouses and the current problem we have is the reorder point is based of the total of all warehouses but then I can tell which warehouse need to be refilled. It would be nice to set minimums on hand for each warehouse so we can just run a report and see what he location needs.
Date opened: 7/18/2012

Add a preference "ON/OFF" to the program to not allow for duplicate tabs to be opened. Example, you can press "Item List" as many times as you want and the software will keep generating new tabs which get annoying and clutters up the screen when it should just take you to the one that was opened thus you only have one tab open for each item i.e. PO, SO, Home, etc. We have run into bugs and other issues too where multiple tabs of the same type were opened when making modifications to one of them, this new preference option will help get rid of this problem.
Date opened: 8/28/2012