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. We use Paypal to process all payments for orders on our website and the net fees are less (and much simpler) than the processor we use through CMS/Auth.net I'd really like an integration within CMS so all my transactions can be through one processor (Paypal).

    4 votes
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    under review  ·  1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. We often use the Phone button in the Customer section to keep notes on our calls with our customers. We'd like an easy way to auto-create a follow-up todo based on the call. This follow-up today would be for the same customer and operator. Perhaps a checkbox to select that this needs a follow-up and also have a field for follow-up date (that might default to whatever increment was used last time, e.g. two weeks.)

    4 votes
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    under review  ·  0 comments  ·  ToDos  ·  Flag idea as inappropriate…  ·  Admin →
  4. We would like to be able to see a section where we can see To-Do's sent to other departments and users, and if they've been handled or voided, etc. so that we can follow up on To-Do's

    4 votes
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    under review  ·  1 comment  ·  ToDos  ·  Flag idea as inappropriate…  ·  Admin →
  5. Our company uses Mail Chimp for email marketing. I'd love an easy way to manage unsubscribes & hard bounce emails to keep CMS in sync with Mail Chimp.

    4 votes
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    under review  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make email address a required field before saving and order & if not available to be able to check a box (e.g., opt out button) so can save and we'd know not to ask again.

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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
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    under review  ·  2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add default order entry warehouse to workstation specific section so order entry can skip that field. Also gets around having to rename a warehouse it its priority changes.

    3 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. It would be helpful if the user could set a required form as not printed. Setting a required form as printed so that it does not print again makes sense and is needed. But if the form gets printed/viewed by mistake, it would be very helpful to be able to set the form as not printed. To help minimize the risk of doing so, there could be a user rights setting which would allow only a certain few to set forms as not printed.

    3 votes
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    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Vendor (supplier) information in CMS is fairly limited currently. It should be expanded to include additional fields. Fields discussed were minimum order amount, vendor website address and a Notes field.

    Please comment on what additional fields you would like to see added to the Vendor record (Setup>Accounting>Vendors)

    3 votes
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    3 comments  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. When you are in the Temp/Pro-Forma management screen and you click into an order, the manager closes. So if you want to look at another one, you have to start all over again.

    3 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. Now that HUC is in place and Batch Approvals can be processed by order date, there is one more feature that is needed FIFO fulfillment. Currently Batching only looks at the invoice date and not the order date. In order for CMS to provide better FIFO, we need Batching to allow us to sort the list by original order date just like the Batch Approvals.

    2 votes
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    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  17. I sometimes need to make a small tweak to the SQL code in the "Invoice Filters". However, currently there is no way to "View SQL" code in the "Invoice Filters", only the "Customer Filter". With "Customer Filters" I create a filter, then "View SQL" code to make small changes, and copy and paste into "Write Own SQL". Not knowing the table structure, this makes it very easy to do this. .But the "Invoice Filters" do not offer this option.

    2 votes
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    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Rather than a generic email with tracking websites for various shippers, have different email forms for different forms of shipping. Each could then communicate typical ship times, have a tracking link for only that shipper, etc.

    2 votes
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    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  19. We'd like CMS to work with our phone system to support automatic customer look-ups when accepting a call.

    Could possibly also be used for outbound calling (perhaps make each phone number a link that could be clicked on to call.)

    2 votes
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    under review  ·  2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  20. It would be handy to have a way to manage multiple credit cards in CMS. An example of why you would want to do this:

    Say you have a customer that is paying for a subscription on one credit card, but do most of there other purchasing on another card. It would be handy if CMS had a way to not only tell that this is happening, but to have intuitive way to manage it as well.

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