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

Categories

JUMP TO ANOTHER FORUM

  1. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  3. Use the Company from the BILL TO address, NOT the company from the SHIP TO when you post checks. The BILL TO company is always the one that pays the bills. In our system, it is usually different as we primarily ship to schools and are paid by the school district. Thanks.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  5. On the AdCode Summary report, we want to know how many catalogs were mailed for each Ad Code.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. we run certain crystal reports every night, would be great if they could be automated (to run with current date inputs) after we run our EDC batch (which could be automated)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

    In a future edition of CMS we do plan on allowing certain operations to be scheduled (processing back orders, future ships, authorizations/edc, releasing email confirmations, etc.) We’ll consider adding the running of specific reports to that list.

    In the interim, you might look at the software called Visual CUT which can be used to schedule running Crystal reports including delivery of those reports to the intended recipients. http://www.milletsoftware.com/Visual_CUT.htm

  7. Colors and Sizes that are long easily get cut off in the size / color grid. It would be nice if this window could be resized.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. It would be helpful if there was a toggle option in CMS that would then prompt a warning if you attempted to save an order with a credit card payment without it being authorized.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Much like when typing in a password on most websites, you can only see the last digit typed. CMS is already capable of prompting if the CC# does not look correct. We feel security for our customers would be further enhanced if operators were completely unable to read the card number.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  10. After an order is saved the order number and customer name is displayed. Please also include the customer number.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be great if standard users were logged out after 15 minutes of inactivity just like the PCI Administrator is. This would reduce security risks even more.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  ToDos  ·  Flag idea as inappropriate…  ·  Admin →
  12. It doesn't appear there is a field or table column for 'shelf life' in the product manager. it would be great if there was a field so we can more easily maintain our more perishable inventory.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  13. A product can have a % discount. A product can have a quantity discount. A product with a % discount that also has a quantity discount can get a double discount, and shouldn't. The discount should be the lower of the two, not the combination of the two.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. In the Purchasing Module when the the close button or the x is clicked to close the box have a prompt to save before closing.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  16. When ordering many of our products, we incur miscellaneous charges such as tooling and dies that the vendors would like to see on the PO. We enter these charges in the Notes To Vendor field but this is not included in the overall total of the PO. The only way to list them on the PO is to create a non-inventory item. But then the item is available to CSR's during order entry. Could there be a checkbox on the products screen to designate the product as "For Purchasing Only"?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Product Information Screen - Add a Sales Price Field as an alternative to the current Retail Price. This field would be a flat dollar amount -- i.e., Sales Price = $65.00. It would NOT act as a discount or flat dollar amount off. No date range is needed. This field will integrate with our shopping cart (CommerceV3) and be mapped to the Special Price within the cart. This would allow us to use sales price in order entry (versus using another Price Category) and more importantly manage the price in one system (CMS) and upload to the website via the…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. If a salesperson accidentally enters a value greater than 100% as a discount, it would be great if a prompt or alert popped up asking if you really wanted to enter a value great than 100%. For example, if they go to enter 30% in a hurry and accidentally fat finger it an hit 300%. If this is not caught at the moment the order is taken, it can be hard to catch later.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  19. It would be nice if when you run a report, the "pathways" that you had to click on to get to that report would print across the top of the page, along with the title of the report and date range you entered. Example: Reports > Inventory > Future Ship by Date. 1-1-2014 to 8-31-2014.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. When we create a future ship order in CMS, we want to be able to tell CMS which items will be shipping together in the same package and have that item:package relationship maintained when the order is fulfilled.

    Currently CMS recreates packages during fulfillment, attempting to find the least number of packages needed, and it will ignore any forced package assignments from the original order.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  Fulfillment  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?