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Sync Unleashed quotes with Prospect CRM Quotes

We normally add quotes in Unleashed but it would be great if these could be synced into the relevant customer account in Prospect to schedule follow-up on quotes within a time frame. Also, if you could automate the expected follow-up time for quot...
Guest 12 months ago in Unleashed 3

Opera Sales Ledger Creation To Have Same Fields as Version 6

Compared to the Verion 6 screen, the following fields are missing:- Contact 1, Contact 2, Ledger Accout Region Territory Cust Type Analysis Despatch Method Route Terms Profile Customer Profile Invoice Account Delivery Instructions As 365 stand...
Guest about 5 years ago in Pegasus Opera 0 Will not implement

Be able to discount by value or percentage

In our business it would be very useful to have the ability to reduce a quote by value rather than percentage discount.
Guest over 3 years ago in Other 1

Making categorisation available to companies nested under a company group.

The categorisation field (for customer type etc) is only available on the company group (parent)and not the individual companies that come under the company group.We want to move some of the company locations under the parent company into lapsed, ...
Guest almost 2 years ago in Other 0

Field for 'In Stock' or 'Not In Stock'

Rather than having the exact amount in stock or not in stock, having a field that simply says 'In Stock' or 'Not In Stock' would be great so we can have this on our quote template. We would rather not give the exact number.
Guest 5 months ago in Other 0

Change Company Type when order is placed in ERP/Accounting System

Currently the 'Change to on Sale' option when configuring Company Type only applies for orders made in CRM directly. If this is also applicable for orders made in ERP/Accounting System, it will be beneficial for customers who don't quote/order fro...
Guest 7 months ago in Integration 0

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 about 3 years ago in Integration 1 Already exists

Import delivery method from Cin7 Core to Prospect Sales order

This is necessary for businesses that have multiple delivery methods. Unleashed has this integration https://docs.prospect365.com/en/articles/5592392-add-unleashed-delivery-method-to-quotes-sales-orders
Guest 12 months ago in Cin7 Omni 0

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 about 1 year ago in Access Dimensions 2 Already exists

System option to queue full product sync

You can update stock in QBO and depending on the method used, sometimes the last updated timestamp is not updated. This means that on the next sync with QBO we do not update the stock levels on our side. We have tried raising this with QBO, but th...
Guest 6 months ago in Quickbooks Online 0