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 Next update requests!

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Posted by hickers78

Next update requests!

I am very glad to see the ability to export the product lists to Excel has been incorporated in the latest release  

I feel as though Easify could be a brilliant piece of software for our business, given a few more updates and improvements.

Now, I am relatively new to using it, and there maybe a way of doing some of the things I have listed below, but not discovered yet!

Discounts and 'Deals'

It would be great to have an easy way of adding discounts such as an early payment incentive, and also to be able to create a group of products together. I often sell 'deals' of a couple of products together, and the only way I can seem to do this at the moment is to create it as a separate product item. But then I have to mess about manually changing stock etc.

Credit Notes

Would be good if you could have credit notes separately to orders and purchases. I don't really like that I have to set up an 'order' or 'purchase' and then make it into a credit note (the only link I found relating to this was this one <!-- l --><a class="postlink-local" href="http://www.easify.co.uk/forums/viewtopic.php?f=2&t=180">viewtopic.php?f=2&t=180</a><!-- l -->)

Product History

I believe this has been discussed in other posts, but my biggest bugbear is that I can't click on a Product and see who has bought it previously and when.

Order Viewing Pane

Not sure if this is feasible, but it was make life a lot easier if you could flick through the order list and see the highlighted order in a split pane below, a bit like email is set up.

Customer Product Lists

Now, I am probably taking things too far- but would it be possible to be able to set up specific price lists for customers. I have ten or so customers who I sell items at a reduced price for, and it is a PAIN having to go into every previous order for those customers to see what price I sold an item to them at.

Thanks!

Posted by lja-lechka

Re: Next update requests!

Thank you very much for FP7!

For future requests would add:

1. Automatically self numbered name when saving Invoice (pdf), now I enter number each time manually for each Invoice when save.

2. Would be great to have ability change product status to delivered just with ticking one box in orders and quotes. If I have to sell a lot of products at one time it's not convenient to change status to delivered each time manually for each product, it takes a lot of time. There is good function for this in Purchases to change product status to Received, it would be great to have similar in Orders for Delivered.

Thank you in advance!

Olga


www.ollina.co.uk - Just pamper your legs...!

Posted by John

Re: Next update requests!

Hi hickers78,

Glad to hear you like our newest update.

Hope these comments help:

Discounts and 'Deals'

We are developing a discounting feature for one of our next two feature packs  

Credit Notes

A feature with this sort of functionality is being reviewed for one of the next updates, it is more likely to appear in FP9 than FP8 but can't promise.

Product History

This post has some information from Richard about this feature:

http://www.easify.co.uk/forums/viewtopic.php?f=3&t=316&p=995#p993

Order Viewing Pane

I'll raise this as a feature request, although I don't think we'll have the time to add this in for the next two feature packs at least. It sounds like a good idea from the outset so we'll review it when we get a chance  

Customer Product Lists

This is already on our feature request list, we hope to be able to add this feature into one of the next feature packs, more likely FP9 at the moment.


Happy to help - John (Easify Support)

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Posted by John

Re: Next update requests!

Hi Olga,

You're welcome 

1. Not sure I understand, in the current version (V3.63) when the system saves invoices to the document management system (DMS), it names them as the order number e.g. "Invoice 123555.pdf", if you save another invoice to the DMS it will be numbered, e.g. "Invoice 123555(1).pdf", "Invoice 123555(2).pdf" etc...

2. This feature has already been added to our list. I hope it'll be reviewed for one of the next feature packs.

Hope this helped.

John


Happy to help - John (Easify Support)

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Posted by Jowo

Re: Next update requests!

Hi

I Was just wondering if the request for showing Qty on order next to Alloc/free will be making the next update?

Cheers

Jowo

Posted by lja-lechka

Re: Next update requests!

John said:

Hi Olga,

You're welcome 

1. Not sure I understand, in the current version (V3.63) when the system saves invoices to the document management system (DMS), it names them as the order number e.g. "Invoice 123555.pdf", if you save another invoice to the DMS it will be numbered, e.g. "Invoice 123555(1).pdf", "Invoice 123555(2).pdf" etc...

Hope this helped.

John

Dear John,

That's surprising me   Where is the secret?! . I've tried to save for different locations, to my HDD and for Dropbox as well. The same empty box all the time. In my order I'm going to print option, then choose print Invoice, print my Invoice out and save the same time to my Doc-s folder. Is there any other way(probably problem is on there)?

Best regards. Olga


www.ollina.co.uk - Just pamper your legs...!

Posted by lja-lechka

Re: Next update requests!

Oh John sorry,

Just found my problem, if I press Save As button, it offers me manual numbering. If I just press button near Save Invoice it saves it in right DMS location. Sorry! Just the 2nd future request stay  

Olga


www.ollina.co.uk - Just pamper your legs...!

Posted by John

Re: Next update requests!

Jowo said:

Hi

I Was just wondering if the request for showing Qty on order next to Alloc/free will be making the next update?

Cheers

Jowo

I must admit that the custom ordering of columns in the products tab when editing an order is not high on our priority list at the moment. Although we do have a review item for this and it will more than likely make it into a future version, but I do not know when this will be.


Happy to help - John (Easify Support)

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Posted by John

Re: Next update requests!

lja-lechka said:

Oh John sorry,

Just found my problem, if I press Save As button, it offers me manual numbering. If I just press button near Save Invoice it saves it in right DMS location. Sorry! Just the 2nd future request stay  

Olga

Glad this got worked out  


Happy to help - John (Easify Support)

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Posted by hickers78

Re: Next update requests!

Thanks John- really good to hear that peoples suggestions are being used to make this an even better programme!  

Can I just ask if its possible when creating delivery notes to have a column to for 'items to follow', if you don't have all items in stock at that time? If its not, can I add it to my suggestions..... 

Thanks

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