CMS - Suggestions for features and enhancements

Welcome to NewHaven Software’s forum for CMS – Commerce Management System. Here you can review, submit and vote on ideas that you’d like us to consider for future CMS development.

You are limited to 10 votes and you may distribute those votes any way you like, including multiple votes for the same issue. If an idea you voted for is added to CMS, you get your votes back and may apply them to other ideas.

This forum is limited to CMS. If you have ideas for eCMS or other web integrations for CMS, please visit our eCMS Forum here on UserVoice.

CMS - Suggestions for features and enhancements

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  1. 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.

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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

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    0 comments  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. After an order is saved the order number and customer name is displayed. Please also include the customer number.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to rename a warehouse or rank it so a default is always selected,

    3 votes
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    under review  ·  2 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

    This 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.

  9. 0 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. When you have a huge PO (like 900+ lines), there is not way to easily do a receiver for just a few lines easily. You either have to do new receipt and zero out 900+ lines, or receive all and delete 900+ lines. On the "new receipt" popup, add a "Zero received" button that changes that column to all zeros. That way you can find your 1 or 2 lines and receive only those.

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    0 comments  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 votes
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    1 comment  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 vote
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    1 comment  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

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    under review  ·  1 comment  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  16. Plugin in CMS for Walmart orders to import orders and export shipping information, similar to Amazon.

    3 votes
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    under review  ·  1 comment  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 vote
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    2 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

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    under review  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. add menu selection on an order that creates PO's for an order based on all backordered items on that order, or after you hit Create new PO, have a "from order: _____" that pulls b/o items on the po for the vendor selected.

    3 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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