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Customer Account Tax ID Expiration Date
Can there be a field added to a customer's account that we can set as the expiration date for their Tax ID? We would then want to be able to run a report to know who's tax information is/has expired that we need to contact to get updated information.
0 votes -
Ability to Upload multiple products/SKUs in one fell swoop
Any time we launch a new product we have to create at minimum 20 new SKUs due to variations. Having to create new product SKUs in CMS one by one is an incredibly slow process and waste of resources. It would be nice if there was a way to upload a tab delimited file to create new product SKUs in one motion. On that same note, I'd like to be able to make changes to multiple SKUs in one upload as well. These options are available in CV3 and I'd love to see something similar in CMS.
1 vote -
I'd love to be able to put a Purchase Order back to Pending.
If you accidentally submit a purchase order, the item falls off the items to reorder report and if that item never shows up, we are none the wiser until it's too late because it no longer shows up in on that report.
0 votes -
Rename a warehouse
Ability to rename a warehouse or rank it so a default is always selected,
3 votes -
PAYMENT RECORDS & OTHER
In order history open invoices should be colored blue
Overdue should be red.Should be able to print a statement for a single customer.
Order page font size should be adjustable .
1 vote -
Please include the customer number with the order number after the order is saved
After an order is saved the order number and customer name is displayed. Please also include the customer number.
1 vote -
Prompt for Imported Addresses or Newly Linked Account's Defaults
When importing orders, and the order originally didn't link to an account but then an account is linked, to be prompted if we want to use the imported order's shipping and billing address or the account's default shipping and billing address.
0 votes -
Create an Order Option for Resend/Duplicate order
In the Options drop down on the View Invoice tab it would be nice to click something like "duplicate order" or "resend" and have it automatically duplicate the order in it's entirety, maybe prompting for a new ship date or something. This would streamline the process of creating a new replacement order for us.
1 voteThis is an option we’ve spent some time considering and would like to do when the schedule allows. There are some complications like what to do about discontinued items and shipping addresses that may have changed but those are issues that can be sorted out.
We’ve also spent some time considering how we might implement “standing orders” that is orders that would repeat on a set schedule (and how this concept might overlap with the order duplication above.) Related comments welcomed. -
0 votes
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Walmart Plugin
Plugin in CMS for Walmart orders to import orders and export shipping information, similar to Amazon.
3 votes -
Add option to disable "Exit without saving" prompt after every email sent.
After each email you send, the "Exit without saving" message pops up. This gets tedious when you are sending a lot of emails out and never have the need to save them.
10 votes -
Search for invoice by dollar amount.
Search for invoice by dollar amount, for example if you receive a check and don't now to which invoice it should be applied.
3 votes -
Create the purchase orders for you based on the restock to levels you have in place
Create the purchase orders for you based on the restock to. This would make it way to pending in the purchasing module for you to review. You would then edit, delete or submit.
1 vote -
Being able to flag certain skus with the option to hold
With the option you have available to fill stock automatically in fulfillment manager, it would be nice to not fill orders that have a sku you could mark on hold. Not marking the order specifically on hold because I know that is available. Difference would be that in the set up of the sku you can mark it as on hold and take off hold. At that point the orders containing the sku would not be filled with the other items in stock until the on hold sku and is taken off hold. This would help in the event of…
3 votes -
Optimize the Items to ReOrder Report
This report is great, but does not cross reference components that are apart of kits within kits. Once we build a kit most, if not all, the components for that kit are used and promptly show up on the items to reorder report. We would just like the report to illustrate that shoe laces are NOT out of stock if they are part of the kit, that is fully stocked, that combines laces with shoes and a box.
4 votesComment added
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Ability to mark products as "Seasonal" as well as "Discontinue"
This is more for reporting purposes, but would come in handy, especially for businesses that have thousands of products and 1/3rd are discontinued and 1/3rd are seasonal. We need a way to tell the difference.
1 voteComment posted.
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Search entries be cleared for the next search.
When you add a zip code to search for customers by last name, the zip code entered is held for the next search, unless manually removed. It would be nice if all search entries cleared for the next search.
0 votes -
Order Import Module Custom Filter Option
We would like the ability to create a custom filter for the Order Import Module. We'd like to catch orders when several criteria are met, not just the options you offer. If we could do this based on a SQL-like query, it would be super helpful.
1 voteSee comments
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Do not process orders with specific SKU
Import Sources and Plug-ins Module, the ability to set a filter that catches orders with a specific SKU would be nice. This would be used for catching subscriptions and other more expensive items to be manually verified before saving.
1 vote -
Email Confirmations: add a way to send a letter if a specific shipping method is used.
If a customer chooses pickup online by accident, we want an email sent to them confirming the order wont ship unless they call us. Maybe add a tab called ShipMethod for this.
0 votes
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