Allow for Opera Cost Price to also include the Landed Cost.
In Opera you can set the Landed cost which it will then add logistics costs to the Cost Price and you can use this for reporting accurate cost prices. Currently we only import the Cost Price and don't take into consideration the Landing cost.
Opera Sales Ledger Creation To Have Same Fields as Version 6
Compared to the Verion 6 screen, the following fields are missing:-
Contact 1,
Contact 2,
Ledger Accout
Region
Territory
Cust Type
Analysis
Despatch Method
Route
Terms Profile
Customer Profile
Invoice Account
Delivery Instructions
As 365 stand...
Guest
almost 5 years ago
in Pegasus Opera
0
Will not implement
The core Opera pricing procedure does not consider sale pricing for quantity breaks, only the non-sale and single-unit sale prices. Consequentially, neither the CRM nor the e-commerce website will pick up sale prices applied to quantity breaks. Th...
Allow other transaction types to be sync'd from Opera for Domestic Reverse Charges
Since the introduction of Domestic Reverse Charges we need to be able to view a VAT code which has the transaction type "V" rather than the standard "S". This would allow us to choose the correct VAT code to process the quote in Opera.
Allow for the choice between deletion or preservation of sales orders that are no longer in Opera
At the moment when a sales order is archived or deleted from Opera, it is also deleted in the CRM. We should implement a system setting that allows users to decide if they would like to keep or delete the Sales Orders that are no longer in Opera.
The STRAN table holds historic data in Opera which means that the integration is currently missing a large amount of data - we would need to update the integration to allow for this information to be viewed in the CRM.
Product sale price not used in pricing procedure for Opera
Product sale prices set directly on the product (not on a pricelist) are imported but are not included in any pricing procedures, meaning it will just default to the products regular sell price, not any current sale price.
Set balance to 0 when copying from template ledger
When creating a new ledger from a template in Opera the system copies the balance of the template to the new ledger. This is unlikely to be correct if it is a live account. We could set this to 0 instead of copying it.
A customer has suggested an option in which they can hide the delivery charge off of their description lines on Opera. Currently when using the delivery lines in the CRM the delivery price shows up on the delivery notes in brackets. An option to m...