Import product images from unleashed as the API allows us to. This will allow customers to pull through these to quotes and the website and will also make searching fro products easier.
Guest
almost 5 years ago
in Unleashed
1
Already exists
Importing Written Off column from Exchequer to CRM for products
A customer would like the written off column in Exchequer for product order lines to be imported into the CRM. This would be useful for reports including the Back Order report. The solution would work by having a written off column in the order li...
It would be useful to have a button to press to refresh information such as the paid flag on an invoice in Xero. This could be accompanied by a date at which the data was last updated as some fields get imported hourly and not instantly.
Guest
almost 6 years ago
in Integration
0
Already exists
Use STK_PRIMARY as primary key on Products for dims integration
Currently we use the STK_CODE field imported from dimensions as the primary key. If you change the stock code it will obsolete the old products and create a new one. It seems like STK_PRIMARY would be a better key to use as it would allow the SKU ...
Pass product descriptions to Katana on order confirmation
At the moment, the product descriptions are not passed over to Katana. We should update our order confirmation to pass this information over. This is useful if you have customisable products or different variations.
Allow for the choice between deletion or preservation of sales orders that are no longer in Opera
At the moment when a sales order is archived or deleted from Opera, it is also deleted in the CRM. We should implement a system setting that allows users to decide if they would like to keep or delete the Sales Orders that are no longer in Opera.
Allow for users to control imports of Purchase Orders/ Purchase Ledgers
Currently, once Purchase Ledgers are imported in the CRM, they are unable to be deleted. Allow users to control whether these are imported and if they show in the CRM.
Manufacturers often have part numbers in addition to the SKU, this information is stored in our Dimensions stock record but it is not shown in the CRM UI.It would be great to be able to search by MPN or SKU within CRM
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