All Orders Feature Requests

We are an electronics manufacturer and it would be helpful to be able to sort the components listed per step by columns other than the Item name. This can be done while viewing the BOM on the item page, but not while editing the BOM.
Date opened: 9/1/2017

Shipping method should be set up in shipping info tab instead of general info as it might be different for each customer ship-to address. For some of the customers we have many ship-to sites - all with different shipping methods.
Date opened: 10/10/2017

Field with customer's shipping account number would be very useful addition.
Date opened: 10/10/2017

Just as we can decide to see open or closed or all orders, it should be possible to enable the view of all 'Customers' in one list - both of leads and of true customers. This is because they are both in essence the same type of record in all orders (customers). Since we can quote to both, we should be able to see both on one list.
Date opened: 10/17/2017

The import would be more useful if it functioned like a count.The quantities entered should not add or subtract to the quantity as it stands but should bring the qty to what has been entered into excel. Currently, the user must do their own export followed by calculations in order to populate the import template with the required qty changes.
Date opened: 10/17/2017

The count should just be a tool for quickly generating an adjustment for a particular location. It should not be so intimately linked with the adjustment that no changes can be made without deleting the documents and starting over.
Date opened: 10/17/2017

We would like to be able to bulk update orders when changes in staff occur. For example, if Sales rep XYZ quits, I would like an easy way to tranfer all XYZ orders to our new Sales rep's name ABC. Likewise, it would be great if I could update a single field on multiple orders at once after entering the administrator password. For example, I select 10 orders with various past due promise dates and set the promise date on all 10 orders to the same date two weeks from now after entering an admin password. This could help us process orders faster and avoid jobs falling through the cracks due to employee turnover
Date opened: 12/28/2017

This is a significant deficiency in the search function. For example, if I want to look only through open sales orders, I can filter for open orders. However, when I search within the filtered results, the report refreshes and starts showing everything again. This does not resemble how things work in All Orders either. Please advise if this can be fixed/improved anytime soon.
Date opened: 4/3/2018

Great function under customers. Can we please add this for the lead list as well?
Date opened: 4/20/2018

We would like to be able to edit/change the Lot Serial # on an Invoiced Ship Doc without having to undo the Ship Doc. We link to Quickbooks to send the Ship Doc over to Quickbooks. If we find a Lot Serial # was shipped incorrectly on the Ship Doc we cannot change the Lot Serial # without undoing the Ship Doc, thus undoing it in Quickbooks also. If there have been payments posted on this Ship Doc in Quickbooks it then messes up our accounting records, especially if it was done over a month or so ago. There is no way to correct the Lot Serial # in AllOrders then.
Date opened: 5/14/2018

When an item that uses a price scale is listed on a sales order, the price changes without warning if you change the quantity on the line. It would be nice to have a dialogue box pop up to alert the user that the change in quantity just automatically changed the selling price on that line.
Date opened: 6/22/2018

Currently, under the item purchasing tab, it is not possible to add multiple items for the same vendor. This would be helpful if sometimes you order by the case or pallet or each from the same vendor. Each line item could have its own UOM, part numbers, and price. This would streamline purchasing and allow for more flexibility.
Date opened: 6/26/2018

An option for a closing date to be added and also to be able to duplicate user.
Date opened: 8/10/2018

Hello, the item comments are somewhat buried in the user interface. When looking at a sales order screen, there's no clue as to whether an item has a comment or not. If there would be an indicator, maybe the item line would be highlighted, or an icon would appear somewhere, that would help a lot. Eduardo
Date opened: 8/14/2018

My WO's are frequently many pages so when trying to find a particular PN it can take some time and effort. Can you add a search utility withing the WO (only the step being viewed would be fine) that would allow me to search for either the Item Number or Description (look within option)? If found, it would print the curser to that line. Thanks, Paul
Date opened: 10/18/2018

Have a Company Preference that enable SO & WO Item costs to be updated with the linked PO if it exists, otherwise default to ave, last, etc. Thanks, Paul
Date opened: 10/18/2018

Would like a "Vendor Quote" stand-alone document with access to a "Request for Quote" dialog box and "Attachments" capability. No conversion to a PO, just a list of quotes. Would be great if the line items can be linked to PO's.
Date opened: 10/25/2018

All Orders is designed for inventory and order processing. Consequently, communication requirements are different between the sales and purchasing departments versus the accounting departments. When the accounting department updates its e-mail contacts in QB they override the e-mails in AO when sync'd. Seems like the ability to choose to either sync or not and/or choose which QB e-mail field to sync to might be helpful
Date opened: 8/14/2015

Currently, even though an item is properly marked as inactive, a user can go to recent receipts on the vendor info records and create a PO from that screen, even if the item is inactive. Additionally, using the scan field in purchase order entry, receipts and quantity adjustments, an inactive item can be added to the document. If an item is flagged inactive, it should not be allowed on any current transaction.
Date opened: 8/27/2015

t would be nice to be able to remove the QuickBooks Reconciliation choices from the menu or at least make it only show up for the Administrator. Several times the Reconcile to QuickBooks has been selected, only to mess up inventory. Notes
Date opened: 9/18/2015