When an order is confirmed via Prospect CRM, a back to back PO creation would be useful. This should create the PO under the product supplier with the correct cost price, which is stored against the product item.
Just had a conversation with a customer who would like to remove multiple recalls at once.
They use the system mainly for telesales so rack up a large amount of recalls. The only options for them are to move all recalls to another user and start f...
Get the currency for cost price from Unleashed (and not assume home currency)
Some users will buy products in a currency different to their home currency, however when importing product cost price from Unleashed this does not provide the currency, just a number, so this is always treated as home currency. The underlying iss...
As we manage our business with quarterly budget and not monthly budget, I would like to have the possibility to check where each sales person is compared his quarterly budget.
Add Guttometer and Close date to the Opportunity creation screen
There is never a lead that should be logged without these completed and a lot are being missed as they are not on the creation screen. I think we should add them in house but this should probably be done as a core update as I think most customers ...
In trying to build a report for Connect Vending, I encountered that it appears to be impossible to filter by blank fields. In this example, I was trying to filter to see which divisions did not have a contract number, and found this was not possib...
We have a couple of products that we offer monthly subscriptions on, based on a 12-month contract.• RTK Premium Subscription• Netmore Sim cardsWhat's the best way to create regular month invoices that links with Xero? Or do we need create manually...
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