Feature Requests

Position of contact, extension number

being able to enter orders then tick them all and mass print job sheets. would be great if it didnt have to display on screen first for this option - not sure of thats because its web based...

if the timeline could show the order that was used to duplicate it. just as a historical train incase needing to refer back to other to maybe find out what changed etc or maybe files associated with original order. ie (DF) Order Created -Duplicate from order 1234 - 10:27am Wednesday 12/07/23

maybe a master setting to say whether duplicating a line item copies the qty or resets to 1. i use the duplicate often and the more you use it in an order the more it becomes easy to miss changing the qty. maybe even in the duplicate menu option it could branch out to copy as 1 or copy as qty

i have included item drawings for stock parts. would be great to be able to click the item in sales order and view the image of it

would be nice if you could click the image to zoom in to see more details.

the ability to have notes for customers that appear during order entry, ie, bobs metals must always be hand unloaded and before 1pm or abc furniture is pay before delivery so talk to accounts before delivering. things like that that isnt always on the PO etc

customer contacts should have ability to be enabled or disabled for txt/email notifications. 2 flags, 1 for sms & 1 for email. not all customers like to be alerted

when multiple users entering orders its helpful for the system to detect if the PO has already been used. this would most times eliminate entering the same order twice.

some attachments are for sales and admin staff, would be nice to add files and set access/view rights. drawings for factory, PO & pricing for sales etc