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Ideas

Trade Customer Mailing List

Provide a report with the same fields as the Customer Mailing List
Paul Dorey about 2 years ago in CMS and Admin / Reporting 0 Planned

Limited Price Bands - Sage 200

When we set up a promotion in sage 200 we use the limited price band feature, which is set up for the relevant customer accounts, set the timeframe for it to be active and add the products. However this doesn't show as an additional discount for t...
Heidi White over 1 year ago in Integrations (Sage, Opera etc.) / Sage 200 0

Report Date

All reports to show latest date rather than the oldest first.
Darryl Spencer-Hicks over 1 year ago in CMS and Admin / Reporting 0

post the customers customisation text into the SO as a comment line under the line item of the product ordered.

Some of our online items (such as this grade label) need customisation by customers when ordered online Right now we have to find the confirmation email, where the customisation text the customer has requested is shown, and then add that text to t...
Alex Boudry over 1 year ago in Integrations (Sage, Opera etc.) / Dynamics Business Central 365 0 Planned

Bundle Performance Report

Bundle are posted to the accounts system in two different ways but both make reporting on how often customers order bundles very difficult. Produce a report showing how often Bundles are ordered.
Paul Dorey almost 2 years ago in CMS and Admin / Reporting 0

Create at Order stage not Document stage

When an order is placed on the web site it is pushed through to Opera as a "document". This means that multiple times during the day someone has to either go into each individual account and progress the "document" to an "order" or use the batch s...
Sean Goodwin almost 2 years ago in Integrations (Sage, Opera etc.) / Opera 1 Not feasible currently

Customers Logging in but not Ordering Report

Show a report for customers that are logging in but not ordering. Report should have a date range defaulting to last 3 months. It should show the number of logins
Paul Dorey almost 2 years ago in CMS and Admin / Reporting 0

Account Report

Report detailing Account code Purchasers on the account and whether they're account managers or not Their email addresses - Addresses - Phone numbers - Account type (they have type C enabled)
Paul Dorey about 2 years ago in CMS and Admin / Reporting 0

Monthly sales total dashboard to show whether customers or agents placed order

On the monthly sales total it shows the total value or orders placed and total number of orders placed each month. It would be useful if this have a option to display whether or not the orders were placed by customers (retail or trade) or agents.
Heidi White about 2 years ago in CMS and Admin / Reporting 0

Speed up the importing of codes from BC to CMS

Currently it can take minutes to import a code from BC into the CMS. It used to be much quicker importing from Sage to the old CMS. Can this be speeded up to make the process of adding products to the website faster?
Irfaan Merali about 2 years ago in Integrations (Sage, Opera etc.) / Dynamics Business Central 365 0