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Direct Orders

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Selecting a customer, select ship to's in another window

When adding a customer to an order or fertilizer blend. We would like the ability to select the main customer account, and then have a popup that shows the one pickup address and all of the ship to's. This would add a step in selecting a customer,...
about 2 months ago in  1 Future Roadmap Consideration

Allow the vendor ID to be changed when the wrong vendor is entered at time of PO

Sometimes a wrong vendor gets entered or we need to switch to a different vendor, especially with the freight carrier.
about 2 months ago in  2 PM Reviewed

When selecting a customer to add to an order/batch, show the billing and shipping addresses

When you are creating an order or batch and try to find a customer, it would be helpful to see both the billing and shipping address. For example if we sell to a distributer but ship to a local store (Store A). When we search for "Store A" we see ...
4 months ago in  2 PM Reviewed

Add Milliliters (mls) for Stock UOM

This would allow certain items to be sold by the milliliter (ml), such as medications. It makes it easier for someone to check out an item to an individual when selling an item. There is an option for milligram (mg), but it would be easier to have...
3 months ago in  1 Future Roadmap Consideration

AP Enter Unpaid and AP PO's and AR Orders REQUIRE description field to be completed

Allow the ability in Access Parameters to REQUIRE the description line be entered on AP and AR transactions
7 months ago in  0 PM Reviewed

Have the ability for the location name to show at the top of invoices, quotes, etc.

When adding new locations, you can only have the corporate name show at the top of invoices, not each location. This would be a great feature to have in parameters.
7 months ago in  2 PM Reviewed

Color codes on Customer accounts for ship to vs pick up addresses

This would prevent someone from choosing a pickup address when they should have selected a ship to. As the addresses as exactly the same. Having the pickup account a different color would simplify that page and make it easier for staff to choose c...
9 months ago in  2 Not on the Roadmap

DigiDocs format PDF's into Merchant format automatically upon upload

Currently, DigiDocs requires stringent formats for PDF's to even be viewable/usable (200x200 dpi as an example). Unfortunately, most of the PDF's we utilize are generated by the vendor and emailed to us. We are not scanning them and have no contro...
7 months ago in  1 Not on the Roadmap

Mobility - Price Verification

No description provided
about 1 year ago in  0 Future Roadmap Consideration

AR Due Date on Billing Adjustment DOs To Use the Customers Invoice Terms Date

No description provided
about 1 year ago in  0 Future Roadmap Consideration