When someone has a warranty issue on a part with a serial number, there should be a place to put that serial # in and it will search and bring up the invoice. Right now I have to search every invoice with part# in question for a single account.
When a part is returned for core charge or defect, there should be an option for reason for return. This way returned defective parts and cores do not get put back into inventory
would love to print cash sales on small printer to avoid full sheets of paper. current label printer works with hp just need an option to print smaller sales slip
Id like to see if my customer has a credit card on file when making a invoice. On the Invoice page.
When entering a sales order, warn the the user that this particular customer requires that a PO # be specified for all of their orders. This would require that when you setup a customer there would be a check box to specify that a customer requires a PO # on sales orders.
A function to attach notes to a part number. So if a certain number is added to a sales order, a comment is automatically generated. And/Or - The ability to store and import comments in sales orders, rather than type them each time.
I know you can add notes on an Invoice or Sales Receipt but it would be nice to add notes for the picker on a sales ticket, "Will Call", simple instructions, etc.
We need to do quicker cash sales. It takes too long to go thru all the different pages to just do a cash sale to the house account.
Would really love when you cancel doing a payment on a sales order that it does not automatically go into a invoice. Or if a card declines it does not automatically go to a invoice.
When paying Vendors, typically each Vendor's charges are categorized in the same cost category each time they are paid (e.g. IN Dept. of Revenue is always categorized as Taxes). HP should allow for a cost category selection in the Vendor Management module. This would then transfer to the Bill Pay module when Vendor is paid. Would make Bill Pay much more efficient.
When you change a quote over to an invoice, is there a way to retain any info from header page?
For example PO#, Job# or any other info.
Quotes should be under the customer so you can go into the customer account and be able to pull up past quote for that customer or start a quote under that customer. Instead of having to always just go under the quote menu
You should be able to see the retail price when you are in a customer that has a discount set up as well as the discounted price
For Overseas customers you need to be able to put in all their information into the address like providence. There is not always enough room to do it with the country.