|
About the Sales Orders category
|
|
0
|
15
|
January 12, 2026
|
|
Display total Invoiced To Date on the Sales Order itself
|
|
18
|
246
|
September 4, 2026
|
|
Description from Opportunity to flow to Internal Notes on Sales Order
|
|
0
|
19
|
September 4, 2026
|
|
Ability to calculate square footage needed by entering Width, Height and Quantity
|
|
0
|
19
|
September 1, 2026
|
|
Request for Automatic Addition of Promo Line Item for Eligible Products in Sales Orders
|
|
2
|
16
|
August 12, 2026
|
|
Improvement to Sales Order Permissions and Audit Log/History
|
|
1
|
14
|
May 7, 2026
|
|
Add Reference Material as an Attachment to the Sales Order PDF similar to Attachments.
|
|
1
|
16
|
May 1, 2026
|
|
Unified HTML Formatting for Portal Sales Order Views for Contract Managed Orders
|
|
0
|
18
|
March 23, 2026
|
|
Print Sales order action in the drop down
|
|
0
|
14
|
March 23, 2026
|
|
Ability to entirely delete a Sales Order keeping the Cancelling ability as well
|
|
0
|
13
|
March 11, 2026
|
|
Add ability to change cost of items in an item group from Sales order
|
|
0
|
17
|
March 11, 2026
|
|
Sales Orders - Option to make the "Ship Via" field expanded by default
|
|
0
|
12
|
February 10, 2026
|
|
Be able to set the Tax Code when adding a new Location from the Quick Add function on a Sales Order
|
|
0
|
14
|
February 6, 2026
|
|
Add "Text" Button to Sales Order Menu Bar and Invoice Menu Bar (next to "Email" Button) - Instantly Text Customer Link to Sales Order or Invoice
|
|
0
|
27
|
February 4, 2026
|
|
When there are duplicate Sales Order #'s, add whether or not the Duplicate or Next Number was used in the Audit Log of the Order
|
|
0
|
13
|
February 3, 2026
|
|
When sending an email from a Sales Order or Invoice have the Contact's Title display next to their name
|
|
0
|
15
|
February 3, 2026
|
|
When Multi-currency is enabled, be able to change Customer on non contract managed Sales Order when other Customer is of same Currency
|
|
0
|
13
|
February 3, 2026
|
|
When Copying a Sales Order have the option to Copy "Order Name", "Customer and Location Information", Copy "Pricing Information"
|
|
0
|
10
|
February 3, 2026
|
|
View Transactions in "Related To" as pairs based on what Bill was created from what PO
|
|
0
|
5
|
February 3, 2026
|
|
View Customer PO from the Sales order List View
|
|
0
|
11
|
February 3, 2026
|
|
Update Matching on SO Imports
|
|
0
|
11
|
February 3, 2026
|
|
Uncheck all
|
|
0
|
7
|
February 3, 2026
|
|
Turn off Warning: Low Stocks when creating sales orders, invoices, or receipts
|
|
0
|
12
|
February 3, 2026
|
|
Transfer Task Name and Description to Estimate on creation
|
|
0
|
18
|
February 3, 2026
|
|
Track Bid Emails have been sent
|
|
0
|
8
|
February 3, 2026
|
|
Total QTY field on Sales order and Invoice screen
|
|
0
|
9
|
February 3, 2026
|
|
To have the ability to relate Sales Order and Opportunity in a report
|
|
0
|
10
|
February 3, 2026
|
|
To Have Item Prices On Quote Templates Be Updated Automatically Without Needing To Add A Customer
|
|
0
|
7
|
February 3, 2026
|
|
When viewing inventory by location on a SO, sort by QTY Available
|
|
0
|
16
|
February 3, 2026
|
|
To add a sales order status for "template"
|
|
0
|
12
|
February 3, 2026
|