2

Consolidating multiple invoices into one PDF

Current process is customers Invoices are grouped (in each batch run) and are emailed to the customers with the correct translated design and correct email content. We want to make sure that all the invoices in that run are consolidated into one PDF so the customer receives one email, with one PD...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
36

Make "create a revised quote" customizable

Make the field "created a revised quote" in Quote Close Dialog customizable, that the setting is not standard "Yes" but can also set to "No" (no revisions will be created on the Close Quote dialog)

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3 Comments

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Category: Opportunity (225)

STATUS DETAILS
Completed
1

Optional Articles for Quotes

It would be very helpful to have a function for adding optional items (Articles) to the Quote, where the unit prices can be seen as information but they will not be included in the Total price.

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
2

Freeze Header part in Quote Product

Hi Team, Need a provision where we can freeze quote product header part. If we consider 25 records in one page in a quote product then the quote product header part is freeze. But in a quote we have like 400-2000 records available and in one page we consider total 150 records. If the quote produ...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
2

Simplify import and update of Price Items

In my experience, 100% of customer have products and prices on the same table, and they would like to import those two informations at the same time, instead of import products and then price items. Very often imports fails because of format of files, names, spaces etc. So the experience for the ...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
1

Bulk Invoicing

We have about 750 customer to invoice, It would be great if this could be done in a similar/same format as the Customer Payment Journal, but just adding in the service item. Currently the CSV file conversion and upload is being done by one of our Financial managers and there is often something t...

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
18

Move Up and Down Arrows on custom Product Line Views

The move up and down buttons don't appear on any different product line views except for the Product Inline Edit View. It would be really helpful to be able to create custom views for product lines and still be able to use the move up and down buttons.

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2 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
1

After the quote status is won, we should not be able to revise a quote from a previous rev

If I have a quote with 5 revs and rev 5 is won, I should not be able to pull rev 4 or any previous revs and revise the quote and create a rev 6. It should act similar to how you can't have a draft or active quote if one already exists.

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
2

Sales price on the basis of different Unit of Conversion

Product code : XYZ123 Product name : Margo Cookies 1 kg ( 2 packets) Product Sales unit : kg Trade agreement price : 200/- per kg Unit conversion : 1kg = 2 Packet ----------------------------------------------------------- Current Scenario : While adding new item XYZ123 in a sales order auto pick...

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1 Comments

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Category: Opportunity (225)

STATUS DETAILS
New
1

Allow more than four buttons to be shown for grid options

Allow more than four buttons to be shown for grid options. By doing so the user would have less clicks and not miss other options they can take because the button are hidden even though there is plenty of more space on the grid header where those buttons can be shown.

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0 Comments

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Category: Opportunity (225)

STATUS DETAILS
New