the intergration between xero and tidystock is very basic and there is a lot of things we have to double handle. it would be great if this could be improved ESPECIALLY the ability to edit invoices which we can do in xero but it doesn't relay back to tidystock :)1 vote
When dealing with stock used internally, a sale order may disburse the items, however it would be good if the aspects of Charge=Cost (0%margin) and a default tracking code could automatically be called up as defaults.
This would streamline the Data Entry considerably1 vote
Currently the Sales list has a column template with
- Sale Number
- Sales Person
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
- Optionally a link to the last purchase order1 vote
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
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 TidyStock4 votes
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 quantities1 vote
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 to1 vote
ie a drop down box for
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
- Sales4 votes
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
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
Please provide some means to quickly replicate/clone an existing PO4 votes
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
Add "Philippine VAT (12%)" to purchasing rate options1 vote
Add a filter for items by Supplier when creating Purchase Orders. That way only the items assigned to that Supplier show up.4 votes
The workflow when performing an "Asseble" could be enhanced if an indicaton of component stock levels was seen.
- 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
- consideration for location desirable (transfer trigger)
- ability to auto build a PO for raw components2 votes
We have this in spanish and other languages1 vote
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