All Orders Feature Requests

It would be a huge time saver to have a button or a hot key to allocate and put a work order into production.
Date opened: 7/2/2013

I believe that it would be very beneficial to have a more robust "Record Info" option for at least the main documents. Work Order, Sales Order, Repair Order, Item. I would like to have access to information such as: Name of account that made the change Date and time What the change was For example: Change by: Admin Date: 1/1/13 Time: 01:23:06 Change: Field "Cost" adjusted from "$231.02" to "$100.00". A audit report that produced this information would be great as well. The more info the better.
Date opened: 10/23/2013

Create an easier method of turning Customer Returns into Sales Orders or Ship Docs. Either a hyperlink button or a selection under “Activities”. This is needed because whenever there is a return, we need to send a replacement product and have them linked.
Date opened: 11/1/2013

I would like to be able to add to an existing order using a change order. I think this could be done with an item but it would be better if there were an actual "Change Order" in the system. A change order report including a customer signature line would be helpful.
Date opened: 7/27/2013

We would like to be able to enter an order with the item description instead of the SKU.
Date opened: 7/30/2013

In AOW, when looking at a closed quote, it shows the link to the sales order that was created from it (and visa versa). We have this ability in All Orders, but not AOW.
Date opened: 7/5/2013

The ability to have alpha numeric sales orders or purchase orders, not just numeric ones.
Date opened: 7/8/2013

The addition of two checkboxes on the reorder analysis screen. One box will be called the Quickbuild checkbox and if it is checked when generating work orders, the system will create the work order, drill down if needed, start picking and finishing work orders from the bottom up. The second checkbox will be for sending all created work orders to Quickbooks if the system is able to finish them without encountering any errors.
Date opened: 2/8/2013

I would like to have the option to have a month-end cutoff date and the admin rights to override this date if necessary.
Date opened: 6/3/2013

We have a need to either unallocate or allocate a LOT of work orders at one time. It would be helpful if we could run a DB command, or at least be able to click on all of the boxes to the left of the WO's, right click, and pick "pick all" or "restart" to allocate or un-allocate.
Date opened: 6/3/2013

We 'receive' Purchase Orders when we have proof the Vendor has shipped them. This is so that we can send an Invoice to our customer for the items. However, we then later receive the actual bill from our vendor which may be a different price. This is the time we update the "cost" on the Purchase Order, however since we already received it, it will not auto update when we create the Bill in QB.
Date opened: 10/17/2012

When running the PO Anaylsis it would be nice to add in a variable to include items that are within X (defined number) of the reorder point/reorder point + required. This would allow you to see you have 12 of an item that has a reorder point of 10 so that you can order it along with the rest of the low inventory. Save on shipping and reduce time spent generating a PO for the same vendor a day later.
Date opened: 1/29/2013

It would be nice if the system alerts you if you enter the same item more than once on a sales order. We would still want the ability to enter it more than once, but have an alert that warns you in case it is a mistake. We process many orders that have 50-75 items. It is difficult to scroll up and down and catch all the duplicates. This would also be helpful for PO entry but not near as critical.
Date opened: 2/12/2013

Would like to be able to search the Sales Order, Ship Doc, or Purchase Order by part number to easily find the line. We have very large orders. When we need to make a change, a lot of time is wasted scrolling up and down trying to find a part number to make the change.
Date opened: 2/12/2013

This option would prevent someone from entering transactions past a month-end cut off date. In QuickBooks, this date can be set to have a password to override if needed.
Date opened: 5/8/2013

Include in the Counts function a quantity that does not take into consideration the already picked but not shipped qtys. Also include two options of making the adjustments 1.- By registering New Qty (this feature is already in place) 2.- By entering the Difference (+/-)
Date opened: 3/6/2012

Currently the work order screen pulls over the BOM description from the item file. It would be beneficial to have both Purchase and BOM descriptions visible on this screen. Currently we are utilizing the BOM description as assembly level reference designators. Both the Purchase and BOM descriptions are available in the reports section but not in the work order screen. If the description was visible in the work order screen, it would provide some additional information in order to help customize work orders on fly.
Date opened: 3/13/2012

Currently the software does not provide you the ability to produce individual item labels for work orders. If you have a work order with 50 items you should be able to run labels that contain: Item #: _______________ Purch Desc: _______________ Qty: _______________ BOM Desc: _______________ for each item/component required for the work order. These labels should be configurable to a standard Avery label format. Others might need additional information on the label such as lot/serial numbers.
Date opened: 3/13/2012

Add an option to include an automated numbered list in the memo field. For quotations, it is useful to have a list of terms. These should be on numbered lines or bulletized lines.
Date opened: 2/13/2012

In order to be able to see it, you have to delete the filer, refresh and create the list again.
Date opened: 6/25/2012