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  1. Order Management

    Most businesses with inventory require order management - the ability to create sales orders from quotes or scratch; fulfill complete or partial and then invoice. The fulfillment involves creation of a packing slip and optionally a picking ticket

    17 votes
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    • 16 votes
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        1 comment  ·  Admin →
      • import invoices

        would love to see an import invoices feature, either in txt or xml format.

        16 votes
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          1 comment  ·  Admin →
        • Automated daily/weekly backups.

          Email a backup file with all our data at a frequency set by the user.

          16 votes
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            1 comment  ·  Admin →
          • Late Fees on overdue invoices

            I would love to have a setting where clients with overdue invoices automatically get charged a late fee (a percentage, or dollar value). This would be charged to their account balance and would show up on all current/future invoices.

            15 votes
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            • Enable customization of invoice fields

              Don't want to show some columns (e.g. tax) and some sub-totals (tax and payments). But others might want to show them. Make it a configuration setting by company.

              14 votes
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              • Custom Payment Terms (Net 60, Net 90, etc)

                I need to be able to add additional custom payment terms

                14 votes
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                • Attachments to invoices

                  Enable attachments for outgoing invoices. I would like to be able to attach PDF's of my client's PO's to their invoices prior to emailing them.

                  14 votes
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                  • sales taxes exempt status

                    Need to label customers as tax exempt, and why (ie educational institute, religious institution, retailer, manufacturer, out of state sales) in order to file my state sales taxes. If I were to switch to WorkingPoint it seems I would be up the river without a paddle, as the saying goes.

                    14 votes
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                    • 13 votes
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                      • 13 votes
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                          KelliKelli responded

                          Thanks for submitting your suggestion. How would you like to see facebook integrated with WorkingPoint?

                        • GST/PST

                          Add a second tax line to handle GST and PST.

                          13 votes
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                          • Support for 'raw materials' inventory

                            I need to separate 'raw materials' inventory from 'sales' inventory. Ideally raw materials inventory doesn't show up in the completion when creating an invoice or quote.

                            Another issue this solves is that some 'items' products have a different name when I purchase them from the vendor than the product name I use when I sell them to customers.

                            Where there is a one-to-one from the raw product to the sales product it would be nice to be able to 'link' the inventories to automatically link the quantities on hand, but still separate the names. (or maybe a simple purchase name…

                            12 votes
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                            • Name invoices (for customers w/ multiple invoices/quotes)

                              Ability to differentiate between one customer's invoices/quotes on invoice list. Currently, the way to tell the difference without having to open each invoice/quote is by price. We currently have a customer 3 open quotes - it's a hassle remembering which is which.

                              12 votes
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                              • Allow for customer refunds to be properly accounted for

                                There is currently no way to give a customer a refund on a returned product and have the sales account debited. You cannot create a negative invoice or debit a revenue account when writing a refund check.

                                12 votes
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                                  KelliKelli responded

                                  You can now select a revenue account when recording a check you wrote to give a customer a refund.

                                • Integrate with eBay for online sellers

                                  I sell on eBay. Can you pull order data from PayPal & eBay?

                                  12 votes
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                                  • 12 votes
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                                    • Attachments to Quotes

                                      I would like to attach a brochure or other document to an invoice or quote. Just a simple "browse" button where I could grab docs. off of my computer and send them out.

                                      12 votes
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                                      • Full Expense Reports

                                        Expense entries with a Note and Memo field are not enough. Add more fields to expense entries to make them full expense reports. If I go on a business trip, and am later audited, IRS will want to see the purpose, mileage, addresses, hotel name, phone, meals, entertainment, business issues discussed, etc. The hotel, flight, and conference dues of a single trip- if entered as separate items- should be able to be grouped or related across accounts. Common or popular expenses, such as a hotel, could have a Netbooks template account with the common fields already named, else have the…

                                        11 votes
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                                          1 comment  ·  Admin →
                                        • credit account

                                          When a customer returns a product I would like to be able to create a credit memo (credit invoice) to be used against t6heir next purchase.

                                          10 votes
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