All Orders Feature Requests

From a sales order, the ability to click a button to view associated ship docs.

I WOULD LIKE TO HAVE AN INVENTORY RE-ORDER ALERT IN ALL ORDERS. WHEN INVENTORY REACHES THE RE-ORDER LEVEL, THERE SHOULD BE A REMINDER/ALERT ICON NOTIFYING US. FOR COMPANIES WITH MANY VENDORS, THE RUN ANALYSIS IS NOT THE BEST METHOD AS ONE USUALLY FORGETS TO RUN THE ANALYSIS FOR ALL VENDORS.

The ability to add attachments to various records

We would like the ability to print an open Ship Doc without having the report open up every time and then having to select print from there and confirm the printer. Too many extra steps. If there were a print button within the Ship Doc window that would print the default report to the default printer that would REALLY save a lot of time, especially when you are processing over 120 shipments a day.

In order to have a better overview of sales & purchasing history, I would like to add the previous year's (or trailing 12 months) sales & purchases to the item info screen.

It would be very useful if we had the ability to create pop-up prompts when a customer's profile is opened.

We need a landed cost field (or is this average cost) and if so we need our selling cost to be based on the average cost plus margin. Currently the selling cost is based on standard cost plus margin. We also need to know what our currency exchange is between USD and CDN factored in as well.

We would like the ability to 1) search for a customer item based on their internal code and 2) see this customer item number on the sales order screen.

If a sales order has multiple ship dates or ship to addresses for the line items the system will open the batch shipping screen after clicking Fill so the user can select which ship dates and ship to address to ship. In this case a screen would pop up after Fill is clicked allowing the user to select to continue to the batch shipping screen, or to select which ship date/address to ship, leading directly to the ship doc screen.

We have vendors who cannot open the PDF attachment to the AO generated email. If we manually resend the email (using Outlook 2010) they have no problem. The difference is that AO defaults to "Plain Text" and Outlook defaults to "HTML". We would like to be able to set the format of the email that AO defaults when engaging the email client.

Add a system to prevent duplicate items on sales orders. This could be added as an option under Preferences.

When selecting "all", "open", or "closed" in a sales order or shipping document list. The filter should be applied automatically. If the "apply" button doesn't get clicked, you can believe that you are looking at all the closed sales orders when in fact all the open orders are listed. There should be no reason to have an "apply" button.

When recalculating reorder points it maybe hard to really determine how much of an item would have been used if it really were in stock for the entire time period. If there was a column showing how many days it was out of stock for out of the total days in the date range, that could be used in addition to the actual usage to determine new reorder points.

Create a function in AllOrders where a person could create a transfer that would allow for BACKORDERS. For instance, if I want to send 10 pieces of something to one of my remote warehouse sites, I can only enter a transfer for what I have on hand, buy more, then remember to cut another transfer. I would like to not have to remember, and have a transfer be fillable in the same manner as a back ordered item on a sales order or work order.

When creating a new customer or ship-to address from the sales order module for instance, it should be automatically selected once you return to the sales order. Currently, the default ship-to address remains selected when you return to the sales order.

We need to supply Certificate of Analysis (CoA) documents when we ship out product. Each lot number has it's on CoA. It would be fantastic to be able to attach a CoA to each lot as we receive the lot in the system so that we can then generate a report for the CoA's when we ship to a customer. I expect this would work in a similar manner to the current item image, where you can include the item image on a report. It would be great if the file could be a PDF but if it has to be an image I can work with that! Ideally we would create a 'CoA' report that grabbed the files associated with the lots being shipped and printed out the data.

Some of our vendors are unable to receive direct emails from All Orders because they are sent in Plain Text. The email client they are using incorrectly decodes the email generated from Outlook 2010. Our work-around is to wait for them to complain, then resend the email after changing it to HTML format. We would like to be able to configure the email type that All Orders generates. I believe globally setting this would be fine.

Especially in Work Orders or Quantity Adjustments...The "Reset" button is right next to the "Save" button. Sometimes when I am processing these, I will accidentally click "Reset" and lose all the work I just did and have to re-do it. If there were a question asking "Are you sure you want to reset?" (like there is when you click the "Cancel" button) it would be wonderful!

Allow the ability to copy the tracking number from a ship doc after it has been marked "shipped".

For companies that require customers to sign sales orders before shipping product, the lack of email functionality in Number Cruncher can be crippling. QuickBooks allows nearly any email domain the ability to email any document. Number Cruncher requires specific parameters that are nearly impossible to meet for anyone running off of a remote server such as the one we use. It would be fantastic if you could expand the emailing capabilities of Number Cruncher. In our line of work, our customers want to see and approve their order long before it is produced and shipped - and we want them to. However, printing and snail mailing, or printing scanning and then emailing, or printing and then faxing, are all laborious options that are not nearly as convenient as a one-click email button.