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Planned Development Items

Development Name
Customer Accounts Credit Limit Auto-Stop
Description
Allow the system to automatically put customers on stop when their account goes over limit/terms.
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Development Name
Back-Order List Filter Additions
Description
Filter in multiple stages of the sales invoice manager, and allow the ability to select multiple stock types for easy Back Order indentification.
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Development Name
Company Record Bulk Update
Description
Allow company records to be selected within the Company List and edit properties on mass.
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Development Name
Improved Sales Order To CRM Navigation
Description
Add an option to navigate to the CRM Manager from the Sales Order details screen.
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Development Name
Customer Facing Report Designer
Description
Allow invoices and other customer-facing documents look and feel by using an online document designer
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Development Name
Mark System Health As Completed
Description
Allow users to mark system health check prompts as completed, allowing a health glance to be more efficient
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Development Name
More Email Trigger Schedule Options
Description
Allow Email Triggers to run on a specific day of the week or month.
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Development Name
Restrict Payment Options
Description
Add a user permission to limit which users can use the On Account payment method.
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Development Name
UDA Improvements
Description
Add the ability to search UDAs on the main stock list and in the Sales Reports.
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Customer Requested Development Items

Development Name
Add Multi Factor Authentication
Description
Increased security when accessing the system
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Development Name
Add Associated Reference To CRM / Opportunities (Quotes)
Description
To make it easier to cross reference quotes using the associated reference.
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Development Name
Print Stock Labels
Description
Allow stock labels to be printed for easy allocation to a stock location.
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Development Name
Easy Run To Zero Update
Description
Allow bulk updating of run to zero for Stock Items.
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Development Name
Easy Tracking Number Searching
Description
Use universal lookup to search for certain tracking numbers and show the consignment reference