Product Suggestions
Stock management systems show the life of an order, from quote, through to order, picking, packing, shipping, invoicing and then potentially the return as a credit note.
Within the Prospect CRM we have advanced quoting capabilities but then only show very basic information about the life of the order thereafter. Showing more advanced information about orders would be much more inline with a stock aware CRM as shipping and packing is very important when talking stock and also would limit the need for clients to go back to their accounting system to review the status of orders.
I think that on a quote/order we should have a page that details the life of the order after being pushed to the accounting system.
The page should have a pipeline detailing which stage the order is in (order, packed, shipped, invoiced etc...), all of these could be positive apart from credit note which could be negative.
On the page there should be a grouped report with a section for each stage and within it the items that are in that stage.
For instance, 3 products have been ordered, but only 2 of the first product have been shipped. The shipped group could then show only the one line that has been shipped and the pipeline stage would be in shipping. The group detailing the next stage would only appear when data for that stage appears, so if the order isn't invoiced yet then you wouldn't see the invoiced group, to keep things cleaner.
