A report to view users who require approval to send Purchase Orders, their limits and who can approve them.
Totals Against Reports
Update in the UI of these boxes so that they span across the width of the report and not have a set width for each box.
General Updates
Keyword Search With Column Sortable Filters
Update to correct an issue that was appears when a keyword search is applied and the user then attempts to sort the results using the column heading.
Service and Invoicing Report
Marketing Lists Report
Address Index Page
GDPR Compient Report
Enquiries Index Page
Sales Lead Index Page
Sales Forecast Report
Job Card Cancellation Reasons Report
Job Card Consumed Stock Report
Job Card Index Page
Project Profitability Report
Asset Sold Report
Purchase Order Returns Report
Purchase Order & Invoicing Report
Sales Invoicing Customer Details Report
Tasks - Editing Due Date Field
Update so that when the Start Date is updated against a task, the due date is automatically updated too. This is to help when a user is moving tasks to different dates on the system.
Sales Order - Order Date
Update for the sales order date so that it appears on the edit page of an in progress sales orders and can be updated by the user.
Sales Order - Timeline Records
Update to the timeline against a Sales Order so that specific actions are logged against a user rather than showing that it was logged by the system. These actions are:
Mark as sent
Mark as confirmed
Mark as dispatched
Generate Invoice
Purchase Orders - Delivery Address Field
Update for Purchase Orders that allow the user to define a Purchase Order Address.
There will be a default address in company details for current customers so that this field will not need to be set per PO when the company only have one delivery address.
Sales Invoice PDF - Invoice Date
Update for the sales invoice PDF to show the Invoice Date rather than created_at date.
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