Settings and activity

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  1. 6 votes
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    Sasso USA commented  · 

    Hi,

    I would like to know if it's possible to enhance the "Products and Services" area. Specifically, when you click on a product in the "Quantity on Order" section, it should allow you to view the Purchase Order (PO) associated with that item. Additionally, I think the latest transaction list should include the Purchase Order for each item. It would also be helpful if items on quotes were listed in the latest transactions. (See Screen Shot)

    Thank you!

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  2. 70 votes
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  3. 61 votes
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  4. 155 votes
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    We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.


    At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.


    It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.


    In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here

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    Sasso USA commented  · 

    Adding A Box When Invoicing / Packing List for a tracking number (Fedex, UPS, USPS ect.) so the customer can have that available to track their shipment.

    Sasso USA supported this idea  ·