Product Suggestions
Currently in the CRM you are able to take a credit card payment, and then make other changes to the quote i.e. amend the lines, or add a delivery charge, before confirming the order. This leads to doscrepancies between what the customer has paid and the actual value of the quote.
It would be useful if there was a flag or warning somewhere on a quote that a card payment has been taken, so no more changes should be made. Or a prerequisite of a delivery charge being added to the header before you can take a card payment.
Rather change the flow, so delivery charges are added and then card payment is taken. Or a prompt when attempting to take card to ask the user to check if delivery has been added yet or not.