All Orders Feature Requests

It would be beneficial to be able to associate a sales rep to a Ship To address rather then the Bill To. When these addresses are the same there is not much of an issue. When they are different and span a large geographical area being capable of associating the sales rep to the ship to would allow for the flexibility to accommodate this scenario. In order to keep reports simple the current sales rep association would need to be moved to the ship to. In other words I am not suggesting that both the Bill To as well as the Ship To be capable of the sales rep association.
Date opened: 10/23/2013

As it is right now, anyone can clear logged in users (and perform other activities) under file > maintain. Making this an Admin-only feature, or adding a permission for it in user accounts, would be beneficial.
Date opened: 10/30/2013

Currently you can only add a kit Item from inside the document. Would be useful to be able to add a kit from the item list like we do a style or regular item.
Date opened: 10/31/2013

This would allow you to create and work on a work order for a period of time before it is released into the system. You could also stage work in this way.
Date opened: 12/5/2012

Include in the Margin tab the Sales Order Total calculated at Std Price to
Date opened: 8/15/2012

We would like to Map the field “Class” on a Ship Doc into the Reference Field in Ship Rush for UPS and FedEx so that it will show up on our billing from those Vendors. Or be able to select a custom field to map to Ship Rush.
Date opened: 8/17/2012

We are a medical device mfg and need to be able to print a report that allow us to see the last known location of a device. This also needs to be able to give us the customer contact information so that we can use the report to contact customers if necessary.
Date opened: 8/17/2012

Need a report that will allow us to be able to see all ship docs, returns, and inventory adjustments by device (product). It needs to also allow us to have the Customer Contact information in the report. We have regulatory requirements that requires us to be able to see all activity for a Serial / Lot number
Date opened: 8/17/2012

I would like to be able to apply a discount to a purchase order. Many times, due to promotions or special buys we are offered a discount on the purchse of certain items. I would like to be able to enter a discount percentage on a line by line basis and have All Orders auto populate the net discounted price. An option to apply the discount to all items on a select purchase order would be beneficial too. I would even be ok with having the option to apply a price level on a vendor.
Date opened: 8/17/2012

We use Purchase Orders that contain more than 6 characters. When we use the add PO pop up, the PO number column is truncated and we can't see the entire PO Numbers.
Date opened: 8/17/2012

Not everyone makes, inventories and sells widgets. Some of us work by jobs. Today there may be more of us than there are manufacturers! We choose to use AllOrders for a purpose never intended because combined with QuickBooks it really gets the job done with great ease and low cost. However we havea bit of a kluge, we use Sales Orders with Customer PO as BOM #, FOB Shows Bill of Materials, and of course most of the standard Sales Order reports are of little use. We'd like to use Sales Orders just for selling, as intended We'd really like to see a new type of Order, Job Order? It would work very much like a Sales Order, with a customer, and a sub job. Instead of customer PO you'd have a BOM field, and also fields for things like: Job Address - Street, State, Phone etc. Job contact Description - Text field Order- Okay to Order, Ordered, Do Not Order, Pull from Inventory, multiple choice list Ship As - Loose, Drop Ship, Pickup, Assembly, Kit, Service, multiple choice list Ship From - The usual list Project Manager - Mutiple choice Project Engineer - Mutiple choice Item List similar to Sales Order, SORTABLE on any column! Reports like Job Cost To Date, Expediting, etc.
Date opened: 7/31/2012

Ability to duplicate a PO from the Purchase Order screen. Currently can only duplicate from the Purchase Order List screen. Reason is as follows: when looking at item history, you may go to view the PO, and it is from here you would decide to duplicate. The list screen is used primarily to manage open orders. To shift back and forth and then find the order you want adds additional steps.
Date opened: 9/6/2012

Currently the add new item keyboard shortcut (Ctrl-N) only works when looking at a list view. I would like to be able to create a new item (of the same type as the currently displayed item) by using the Ctrl-N shortcut while looking at an item. This shortcut should first reset any changes to the current item and then create a new one so that when combined with my other feature request (Implement Save Shortcut Ctrl-S) I can quickly do a Ctrl-S + Ctrl-R to replicate the "Save & New" button.
Date opened: 10/12/2012

Add a system to prevent duplicate items on sales orders. This could be added as an option under Preferences.
Date opened: 4/12/2012

Upgrade the memo field to include HTML or at least some improved formatting for: Bulletized/ numbered lists. Bold and italic font options Spell checking
Date opened: 2/14/2012

Use Tax I have a lot of items (consumables) I use but don't put on a work order or in a BOM but I need to pay use tax on. Could All Orders have a place on the item set up for "use tax payable"? Then at the end of each month I could run a report on items purchased that need use tax paid.
Date opened: 3/3/2012

Currently the report dates on the top of a report show in American format even when all other dates are in Australian format. It would be great to have the Australian date format showing on the top of the report.
Date opened: 6/6/2012

Validation for importing Sales Order is not validating when a item is inactive. When is done online it does validate rejecting the transactions. But later on, when creating the PO it will bypass the inactive items with no notice/warning. Make validation consistent throughout AllOrders processes, running the same validation in the importing tool.
Date opened: 11/5/2012

Basically to turn this item on when you create a new work order the due date would automatically be calculated based on the make lead time. Ideally this would factor work days (i.e. 5 business days rather than calendar days).
Date opened: 12/5/2012

When requiring approval on Sales Orders, it would be very helpful to be able to set conditions or rules about when Sales Orders require approval, or when they are automatically approved. For instance, being able to specify that if there are no prices edited and the promise date is a week or more away, the order is automatically approved.
Date opened: 6/20/2012