TidyStock Suggestion Portal
-
Link with QuickBooks
link with QuickBooks
4 votes -
Enforce "notes (cannot be blank)" for time entry
As a ...
- company policy setting
- project requirementProvide a setting(s) that enforce a non-blank notes field when a time writer submits a time entry.
4 votes -
provide for stockroom Locations to be disabled / hidden
It is desirable to remove disused location from view and operation
(be Tidy and remove clutter)While the location reference may still exist for auditing (SO's , PO activity) and therefore may not be actually deleted, there should be a function to hide and disable it from day to day view.
Part of the disabling function needs to be a wizzard to check for any Material Items with existing stocklevels at the location and nicely facilitate the adjustment or transfer to remove the items
2 votes -
Document date input field
Date Input Fields on documents
1 vote -
1 vote
-
Pick List Qty to sync with SOH
When there is no Stock on Hand, the Pick list should adjust quantities to be picked at the warehouse to reflect the actually quantity that is on hand
1 vote -
... provide an Auto e-Mail setting for Sale Orders and Purchase Orders
For workflow ergonomics , an auto email for SOs and POs would be desirable.
This would make the current discreet need for a 2 step process into a fluid 1 step and meaningful oneWorkflow considerations might include
- global setting to enable
- direct email, based on the contact information (only prompt if empty)
- email dialogue (pre-filled) prompt
- customer level qualification - e.g. copy to accounts department
- copy to sales personIt is understood that , for SOs, it would be expected that the Sale be "Approved" through to Xero first.
Similar consideration for Sale Quotes…
1 vote -
edit invoices
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 :)
2 votes -
offer functionality for internal customers = 0%markup and Tracking code
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 considerably
1 vote -
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.
2 votes -
Add "Last Purchased Date" alongside "Last Purchased Price" in a Material Items details
- Optionally a link to the last purchase order
1 vote -
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 -
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 -
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 -
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 -
Payment method
Payment method
ie a drop down box for
-cash
-account
-credit card
-eftpos1 vote -
... 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
- Sales4 votes -
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 -
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 -
5 votes
- Don't see your idea?