The idea was the CRM could take a product 'ABC123' at a cost price of £3.00 and then add a line into the special pricing matrix so the margin is 10% for this product. Regardless of changes to the cost price, they have a minimum margin percent they...
Log when a user has marked a contact as Left Company
We have recently added a history log on records to show when users created, changed status or deleted records. For contact records specifically, it would be useful to log when a contact has been marked as left company for better auditing.
When reporting on a customer, it can be useful to see the last invoice details. We currently store the Last Invoice (Date) on sales ledgers but you cannot see the invoice number. In Sales Ledger stats we store last order (Date) and Last Order Numb...
automatic payment method set by customers payment terms
it would be excellent if the payment method offered at any stage during the quote to order workflow e.g. CC or on account, was set by the payment terms selected for that customer. e.g. if a customers payment terms were "on account" they would be a...
Post receipt_email to Stripe when making a payment through the CRM
The receipt_email field in Stripe API is the email address that the receipt for the resulting payment will be sent to. This is something that we should post to Stripe so that the receipts can be sent out from Stripe when the payment is processed. ...
In Xero you are able to see the average cost of a product, this does not update the cost price field in Xero and the cost price field would need to manually be set for each product record. It would be beneficial to our customers to have the Averag...
We should add the margin value to the sales ledger monthly view and update this with daily maintenance. At the moment, the only way to see which customers you have the best margin value/profit is to create a report on sales transactions and apply ...
Would be nice to be able to track who added or removed products from a Quote and at what time. You can use the last updated but this is quite broad. Having it all in one place and including any price changes would be useful
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