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Sync Xero Credit Notes with Accounts and Sales to Date

Sync Xero Credit Notes with Accounts and Sales to Date Sync the Xero Credit Notes with the Customer Sales data to create an Accurate Sales to Date Report for Account Managers
Guest 15 days ago in Xero 1

Support Custom Order Status in Unleashed

Unleashed allows users to set non-default statuses for their Unleashed Orders, we should give users the option to add Custom order statuses to the CRM which can be used in the "Accounts Order Status".
Guest 4 months ago in Unleashed 1

Allow default status for passing orders to Unleashed to be set

Some users may instead want placed to be the default status
Guest about 1 month ago in Unleashed 1

Allow for editing of description of orders in dimensions

When new orders are being sent through to Dimensions, the description of the orders comes through as “PSCRM Order ID#....” we should allow for editing of this description.
Guest 5 months ago in Access Dimensions 0

Pop up text box functionality for product lines in quotation screen

Popup box with personalised text for products that can be seen when the product is added to a quote - i.e. to show current lead times for stock if "ordered today". Perhaps sync'd with Reminder box in Unleashed.
Guest 10 months ago in Unleashed 0

Allow for Opera Cost Price to also include the Landed Cost.

In Opera you can set the Landed cost which it will then add logistics costs to the Cost Price and you can use this for reporting accurate cost prices. Currently we only import the Cost Price and don't take into consideration the Landing cost.
Guest about 1 year ago in Pegasus Opera 1

Post Customer Order to Katana when confirming Orders

We currently do not post the customer order reference to Katana when we are confirming orders. To help better identify and the transparency of orders. We should post the customer order reference on a quote to this field customer_ref when creating ...
Guest about 1 year ago in Integration 1

Add handling for Bin locations for Cin7 Core

Currently when importing stock levels from Cin7 Core, we do not have handling to support the same product being in multiple bins in the same warehouse, so the stock levels will not import for each bin location, and just overwrite the warehouse wit...
Guest about 1 year ago in Cin7 Omni 6 Planned

Implement Detect Duplicate during automatic customer creation for Exchequer

The "Detect Duplicate during automatic customer creation" system setting currently only works for Cloud integrations such as Unleashed. We should implement this for Exchequer to allow customers to track and quote their prospects in CRM, create the...
Guest 16 days ago in Exchequer 0

Ability to tag team members when saving an email against a customer

Allows team members to review the update in their inbox if it is pertinent to them. Currently you have to go back into the contact and tag - and then the team member has to open that contact. This way if their settings are to email anything tagged...
Guest 3 months ago in Integration 0