Product Suggestions
Is there a way we could get live stock into the system I assume this is easier with something like Xero but is there a way that on a stock record you can click “refresh stock” and this will get latest stock for that stock code from accounts, even if it is a legacy system could we do this to literally have an import for a single Product based on what record they are on?
I saw this as part of another system one of our customers used and for a lot of our customers this is a hugely important thing to be able to see. Clearly if everything is going through the CRM it is essentially always up to date unless they have had a delivery which for many of our customers happens quite frequently.
We do not need to provide "Live" stock updates because we actually have a more accurate figure that takes into consideration reserved stock, back orders and orders placed but not yet in the accounts system.
This only falls down if the customer is entering orders directly into the accounts system rather than using Prospect 365 as the only order entry system.