Integration

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Show physical and on order stock in workspace

Currently, we perform a calculation of the physical and on order stock to show the Quantity available in their workspace. Some products that have been ordered for our customer might not arrive for months, and this could cause them to sell items to...

Guest 11 months ago in Access Dimensions 2 Already exists

32 VOTE

Address Auto Populate Into Correct Fields

When creating a new business contact and inputting the Main address for this contact, the lines the address is on does not auto populate into the same lines when creating a Sales Order for the same contact. For Example; On Main address "City" is o...

Guest almost 3 years ago in Integration 1 Already exists

5 VOTE

Different Customer pricing in quoting

Originally we used the CRM to quote customers however we don't use the 'default purchase price' in Unleashed as our customers have different pricing tiers - it would be good if the pricing tier allocated to the customer pulled through when quoting...

Guest 7 months ago in Unleashed 3 Already exists

4 VOTE

Set exchange rate from accounting software

We currently set our exchange rate in our accounting software and would like this to pull through into PS, rather than having to have this manually updated in two places. (the accounting software we use is Opera).

Guest over 1 year ago in Integration 2 Already exists

6 VOTE

Order Creation Alert

It would be useful to have the ability for Prospect to send an alert to a pre-configured email address when an Order is created in the accounting system.

Guest almost 3 years ago in Integration 3 Already exists

5 VOTE

Sync Unleashed Orders into Prospect

Our team often splits orders between Prospect, and Unleashed. However I'm unable to see any orders put on with unleashed. Can this be done?

Guest almost 4 years ago in Unleashed 1 Already exists

2 VOTE

Option to Exclude B2C Retail customers from RFM Analysis

Our business is has both B2B and B2C therefore to manage our B2B customers more effectively and have an accurate report on wholesale sales we need the option to exclude B2C customers from the RFM Analysis..

Guest almost 3 years ago in Other 2 Already exists

1 VOTE

set up customer order history on the Website

No description provided

Guest over 1 year ago in Exchequer 3 Already exists

1 VOTE

Recognition by Unleashed that a company already exists in the CRM when it (Unleashed) makes a new customer

Our CRM contains the details of many Prospects who we do a lot of development work with. When such a Prospect becomes a customer and is processed through Unleashed, Unleashed automatically duplicates the Prospect as a New Customer in the CRM. So w...

Guest over 1 year ago in Unleashed 1 Already exists

1 VOTE

Add ID to Xero Sales Ledgers

When creating a sales ledger in Xero, Xero will generate a very long number. It would be great if this could be shortened to a 6 or 8 digit code similar to Opera.

Guest over 4 years ago in Xero 1 Already exists

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