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Margin Approval Check Before Confirming Quote

The current Margin approval system is good to prevent users from confirming orders below a predefined margin % but it requires the intervention of an administrator at point of order confirmation. If the margin approval system could be combined wit...
Guest 6 months ago in CRM App 0

Margin Approval prevention at 100%

The margin approval system is good for stopping orders from being processed below a defined margin. It is unlikely that a quote would be 100% margin but if the cost price was not filled in then this could easily be the case. it would be great if y...
Guest 6 months ago in CRM App 0

Add a Despatch Date Field

Whilst we have an order due date field, we would benefit from having a 'Despatch Date' field too. We would then use the Due Date for Sales Manager's pipelines and the Despatch Date for the date we expect the order to leave our warehouse. If Prospe...
Guest 6 months ago in Other 0

Ecommerce URL Structure - ability to edit product and group URLs

The ProspectSoft ecommerce solution relies heavily on the Product Group 'code' or Product SKU to define the URL structure - so if you want to change the URL to improve SEO then you have to make the product or group obselete and create a new produc...
Guest 6 months ago in CMS App, Websites & eCommerce 0

Investigate Stripe idempotency

Stripe have raised to a customer that we can implement idempotency to avoid duplicate payments. We should look into this to see what we can do to help. This would be when a customer selects 'pay' on a website
Guest 7 months ago in CMS Sites 0

Quote version number to generate as version number +1 when used in filename

Currently, the version number of a quote is update when the document is generated. If the versionNumber is used in the filename of the document this results in the version number in the filename being one less than the version number used in the d...
Guest 7 months ago in CRM App 2

Copy lines to allow you to copy lines on quotes with restrictions

When using 'Copy Lines' on a quote, once you input the target quote to get the lines from we check the current parent company's Product Authorisation against the restrictions of the products on the target quote. If the current parent company does ...
Guest 7 months ago in CRM App 0

Product search to return exact SKU matches first

When using the CRM to search for a product SKU eg prod123 we should prioritse search results that match the SKU exactly to show first. At the moment, a similar SKU eg prod123x could show up first. This would make it faster to search for products a...
Guest 7 months ago in CRM App 0

Save the Summary when converting an Opportunity to a Quote

At the moment when an Opportunity is converted into a Quote the Summary field does not translate across and is not used anywhere on the quote. It could be used on the Memo field or a Summary field which could be customised in.
Guest 7 months ago in  1

Goals - Percentage to target

It would be very helpful, when viewing the performance graph to have the percentage to target shown on/under/above the month sales, ie 5k sales with 25k target will display a 20% somewhere appropriate near the bar for that month.
Guest 7 months ago in CRM App 0