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  1. Offer different (selectable) views for the Sale Order list

    Currently the Sales list has a column template with
    - Sale Number
    - Date
    - Customer
    - Contact
    - Sales Person
    - Invoice
    - Status
    - Price
    - (icons)

    An alternative view that wold be desirable is to switch to a template with Deliver Address - maybe in place of Sales Person and Invoice#

    It should be possible to easily toggle between views.

    This issue is exacerbated by the fact that once a SO has been processed, its details may not be viewed , except via a download of the actual invoice which does not contain all information.

    1 vote
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      0 comments  ·  Ergonomics  ·  Admin →
    • 1 vote
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      • add Hot Keys to assist with fluid data entry

        The whole idea is to eliminate the need for the hands to leave the keyboard (to use a mouse and click)

        Common obvious ones are for
        Sales Orders/Purchase Orders
        - Add a Line (AND position cursor)
        - Open/Close "More Settings" (AND navigate to first field)
        - Save As .... Draft, Quote , Order ....

        1 vote
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          0 comments  ·  Ergonomics  ·  Admin →
        • Integrate with xe.com so TidyWork and Xero automatically have the same currency rate

          Use xe.com to provide the same currency exchange rate that Xero uses. That way when the supplier invoice is posted from TidyStock to Xero, the invoice amounts match. Particularly important when trying to reconcile total stock value in balance sheet in Xero with stock valuation report in TidyStock

          4 votes
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          • provide automatic recovery for a Sales Order that fails to submit due to archived Contact

            Currently a SO submit that fails due to an Archived Contact (in Xero) continues to reduce the stocking level for all unmanaged items.

            This requires manual recovery , editing of the Material Item itself, to restore the correct quantities

            1 vote
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            • Add the description notes of a transfer to a Material Items History details

              For managed material items, where a history of transactions is kept, the history description field does not inherit the description comments that are entered when doing a transfer.

              While these comments are visible in the Transfer history it would be ergonomic for them to be available in the Material Items history as well.

              Further, the current transfer stub in the Material Item history should at least reference the actual Transfer ID and preferably link to

              1 vote
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                0 comments  ·  Ergonomics  ·  Admin →
              • Payment method

                Payment method
                ie a drop down box for
                -cash
                -account
                -credit card
                -eftpos

                1 vote
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                • ... provide options for "lines per page" on list screens

                  The navigation through various lists can be assisted by allowing for the number of lines per page to be selectable - currently defaults generally around 50.

                  Some screens in Tidy* already have this option (e.g. materials) while others (e.g. purchase orders) are only bound by the date range

                  Screens of Interest
                  - Sales

                  4 votes
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                    0 comments  ·  Ergonomics  ·  Admin →
                  • Line item for resolve

                    Stock Issue prevents invoice process.
                    an order with multiple item lines and unable to process invoice due to stock issue, but no red flag display. How can you identify which item is problematic? Once the invoice is saved in some form is it possible for the item/s to appear needing resolve.

                    4 votes
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                    • Allow Assembly imports so you don't have to create a product by looking up each material item

                      Allow us to import an assembly from a CSV. It is very hard to create a product from hundreds of items by clicking each one.

                      1 vote
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                      • 5 votes
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                        • provide a SO (Sales Order) cloning function

                          Please provide some means to quickly replicate/clone an existing PO

                          4 votes
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                          • Fix the pricing level glitch for SOs, that resets a pricing level to default after an edit

                            Currently a SO created for a customer with a non-default pricing level will show the correct (Custm) price at entry time.

                            If the SO is saved and edited later, any change of qty or addition of a new line item will be done with the default pricelevel for the Material item.

                            A work around is to "reload" the customer in the Customer field, but this is annoying and may be overlooked if the discount reset is not noticed before invoicing.

                            4 votes
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                            • Additional tax option on purchases

                              Add "Philippine VAT (12%)" to purchasing rate options

                              1 vote
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                              • Filter for Items by Supplier - Purchase Orders

                                Add a filter for items by Supplier when creating Purchase Orders. That way only the items assigned to that Supplier show up.

                                1 vote
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                                • Show component stock level on "Assemble" function

                                  The workflow when performing an "Asseble" could be enhanced if an indicaton of component stock levels was seen.

                                  Scenarios
                                  - wish to ensure sufficient raw items are left
                                  - don't want to wast time with submit-redo-submit whatifs when knowledge prior to pressing the submit button would save so much stress

                                  Related
                                  - consideration for location desirable (transfer trigger)
                                  - ability to auto build a PO for raw components

                                  2 votes
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                                  • We have this in spanish and other languages

                                    We have this in spanish and other languages

                                    1 vote
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                                    • 1 vote
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                                        0 comments  ·  Ergonomics  ·  Admin →
                                      • sales person for each customer

                                        Tidystock to have the ability to run reports on sales to customers made by each sales person with customers flagged with sales persons id

                                        1 vote
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                                        • Receipt POs before invoice receipt

                                          Allow purchase orders to be receipted before the invoice is received. Have a second step when invoice is received to update PO with Invoice details

                                          5 votes
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