Skip to Main Content
Product Suggestions
Status Will not implement
Created by Andrew Ardron
Created on Apr 23, 2018

Rename and Move "Sales Ledger" and "Sales" pages

on Division details screen:

 

1. Rename Sales Ledgers Page to just "Ledgers" 

And, then include Purchase ledgers on the same tab rather than creating an entirely different tab, when we come to it.

 

2. Position of Sales Ledger tab/page

This page really should be further up the list, immediately under "Address"

  1. Because we want the accounts integration to be more prominent
  2. Because generally the heirarchy goes down the list of tabs and while ledgers and leads arent in the same heirarchical flow, Ledgers are sort of in heirarchy with quotes and should definitely go further up

 

3, Position of Sales tab

Also, for the same reasons it makes sense to put sales immediately under sales ledgers so it is more prominent (its our key differentiator on the division page) and because sales history is directly beneath sales ledgers in that particular heirarchy.

  • Attach files
  • Admin
    Andrew Ardron
    Reply
    |
    Feb 5, 2021

    We've now simplified the sales ledger pages significantly so this shouldnt be necessary any more.