The core Opera pricing procedure does not consider sale pricing for quantity breaks, only the non-sale and single-unit sale prices. Consequentially, neither the CRM nor the e-commerce website will pick up sale prices applied to quantity breaks. Th...
Import default_shipping_id on katana customer addresses
We currently import customer shipping locations from Katana into the delivery locations table, but we do not store which of these are the default shipping location for a sales ledger. We should add handling to import this and use it for when custo...
Moving contacts in CRM to move contact in Unleashed
As part of the Unleashed 2 way sync, we currently do not have any functionality to support when a contact has it's parent changed from one company to another. Adding this would add a better user experience and increase the ease of contact manageme...
Sync delivery phone number on Sales Order to Unleashed
It'll be really helpful delivery phone number is synced to Unleashed so customers do not need to go to Unleashed and manually enter it from there, which cause double handling.
Customers whom manage their own deliveries, or have field raps would benefit from a route planner. Mapsly is an option raised which looks to do the Job and has an API which would potentially allow us to pass across information like customers, addr...
Currently CRM maps to Dimensions Sales Ledger by ID onto field SL_ACCOUNTS.CUCODE - this value only exists against customers, and so automatically filters out any prospects within Access Dimensions CRM. Mapping instead to CU_ACC_CODE would allow b...
Dashboard/Sales Analysis to show invoiced sales for Dimension integration
Instead of showing orders processed value, the sales invoiced would be a true reflection for the sales team and internal sales on where we are against monthly targets.
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