Sales and customer

CRM, retail, contracts and credit policy

• Unable to add items to cart in customer portal
• Setting sales order quantity to default to 1
• Configure sales budget by customer and product per period
• Adding a generic inquiry as a screen for the portal users to see
• Automatically email SO Invoice to customer when it is released
• Bring in historical (completed) sales orders
• Handle payment rounding for cash sales
• Releasing an invoice or bill creates a copy
• Process a Credit Memo that has the Reserved Status
• Setting up customer balances generic inquiry
• Entering an invoice which includes a line with 100% GST
• Adding email to the Customer Generic Inquiry (How To add a field to a GI)
• Default Tax Zone on Opportunities for prospects
• Changes to the sales invoice notification template not appearing
• Resending old customer statements
• Importing multiple customer attributes
• Restrict selling on account for cash sales customers so they can't carry a balance
• Enforcing stock allocation and lot serial number when entering sales orders
• Restricting custom generic inquiry data on the customer portal
• Automatic creation of sales orders on a schedule
• Fixing an AP or AR document stuck in "Reserved" status
• Reserve stock from a purchase order and allocate it to multiple sales orders
• Importing contacts mapping details
• Enabling approval for return sales orders
• Set up Integration with BigCommerce
• Opening balance for cash-based GST customers
• Excluding disputed invoices from the dunning process
• Removing the email option from balanced invoices
• Can't reverse a customer refund application
• Error: "The financial period of the company is closed in Accounts Receivable" when releasing a fee
• Help with retail commerce
• Help with contract management
• Help with customer relationship management (CRM)
• Inventory Lookup/warehouse filter for Transfer Orders does not show items with status: No Sales