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. 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 →
  2. We would like to rank our customers based on RFM. We would like to assign a percentage to each of the categories where we think is the rating of each.

    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  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  3. just add a checkbox upon save-as allowing to de-allocate stock.

    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 →
  4. 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

  5. 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 →
  6. 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 →
  7. 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 →
  8. Each time we returns to the Verify Imported Orders window after saving an order, we must resize the window in order to see all the columns. This is time consuming.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. There are times when we upgrade a multi-receiver shipment to a faster, more expensive delivery service, but we only want to charge the ground service rate. We make the adjustment on the Money page, but the Recipient Shipping Total field shows the upgraded service rate charge, which in turn is what prints on the customers invoice, creating confusion for the customer.

    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 →

    I understand the challenge here. At the moment there isn’t much you could do other than:

    1) adjusting the order’s shipping charge (as you are doing now)

    or

    2) adding a shipping credit line-item for that recipient. Such a product would have a negative price and you’d probably also set it up to be excluded from spending tables so that shipping discount does affect their shipping charge in the spending table.

    Example – http://screencast.com/t/tKOhKzfcgN
    and – http://screencast.com/t/gliRSS4Xt0

    The feature request here will be to treat recipient shipping charges like order level shipping charges, allowing a manual override, ideally with a URL-like link that could be clicked to reset it back to the CMS calculated charge, again like is currently done for the main shipping charge on the Money tab of Order Entry.

  10. It would be really helpful to have a link to a customers purchase history in contact manager. Perhaps see the Top 20 items they have purchased based on quantity. Or have a quick link to report that shows their history of items purchased for just that customer.

    This would be very helpful when organizing customer call outs to generate sales.

    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  ·  2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  11. In Setup>Advertising>Catalog, the catalogs are listed in alphabetical order. In Contact Manager>Catalog>Choose Catalog, the catalogs are listed chronological order. We'd prefer alpha in Contact Manager like they are in Setup.

    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  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. Its almost impossible to have the invoice of what you are receiving when you get it so the landed cost button is of little use on a new receipt. Move it to allow adjusting existing shipments that update the lost costs.

    0 votes
    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 →
  16. When items are on B/O it shows in the product information. Additionally, it shows how many items are on order with suppliers. However, no where does it show how many are in the process of being built if we use kit builder for production. We would like to see a column in the product info that shows how many are reserved to be built. Additionally, in Kit Builder, it shows how many items are on BO, but not how many are in the process of being built. If you produce a lot of products, this can cause the production staff…

    0 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 →
  17. 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
    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 →
  18. It would be nice to input multiple instances of an item in a catalog. Doing so will allow us to see how many times the item was mentioned in the catalog which would tie into the total % of the item.

    0 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  ·  Purchasing  ·  Flag idea as inappropriate…  ·  Admin →
  19. A way to import/export select product information. We put product on sale at the end of the year and every year we have to go thru each individual size and each price category and assign a beginning date and end date to them. This equals to over 8,000 places where we change this information.

    0 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 →
  20. 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.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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