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About the Sales Orders category
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0
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12
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January 12, 2026
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Improvement to Sales Order Permissions and Audit Log/History
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1
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6
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May 7, 2026
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Add Reference Material as an Attachment to the Sales Order PDF similar to Attachments.
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1
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7
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May 1, 2026
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Unified HTML Formatting for Portal Sales Order Views for Contract Managed Orders
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0
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12
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March 23, 2026
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Print Sales order action in the drop down
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0
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8
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March 23, 2026
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Ability to entirely delete a Sales Order keeping the Cancelling ability as well
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0
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10
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March 11, 2026
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Add ability to change cost of items in an item group from Sales order
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0
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5
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March 11, 2026
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Display total Invoiced To Date on the Sales Order itself
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13
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218
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February 11, 2026
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Sales Orders - Option to make the "Ship Via" field expanded by default
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0
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6
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February 10, 2026
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Be able to set the Tax Code when adding a new Location from the Quick Add function on a Sales Order
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0
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10
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February 6, 2026
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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
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0
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23
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February 4, 2026
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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
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0
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8
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February 3, 2026
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When sending an email from a Sales Order or Invoice have the Contact's Title display next to their name
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0
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9
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February 3, 2026
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When Multi-currency is enabled, be able to change Customer on non contract managed Sales Order when other Customer is of same Currency
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0
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4
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February 3, 2026
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When Copying a Sales Order have the option to Copy "Order Name", "Customer and Location Information", Copy "Pricing Information"
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0
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5
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February 3, 2026
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View Transactions in "Related To" as pairs based on what Bill was created from what PO
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0
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2
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February 3, 2026
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View Customer PO from the Sales order List View
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0
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8
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February 3, 2026
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Update Matching on SO Imports
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0
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8
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February 3, 2026
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Uncheck all
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0
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3
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February 3, 2026
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Turn off Warning: Low Stocks when creating sales orders, invoices, or receipts
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0
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9
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February 3, 2026
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Transfer Task Name and Description to Estimate on creation
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0
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12
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February 3, 2026
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Track Bid Emails have been sent
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0
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3
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February 3, 2026
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Total QTY field on Sales order and Invoice screen
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0
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4
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February 3, 2026
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To have the ability to relate Sales Order and Opportunity in a report
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0
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5
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February 3, 2026
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To Have Item Prices On Quote Templates Be Updated Automatically Without Needing To Add A Customer
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0
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4
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February 3, 2026
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When viewing inventory by location on a SO, sort by QTY Available
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0
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12
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February 3, 2026
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To add a sales order status for "template"
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0
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5
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February 3, 2026
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The ability to remove attachments once a contract managed Sales Order's Status is changed to cancelled
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0
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5
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February 3, 2026
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Suggested Transaction navigation
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0
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3
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February 3, 2026
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Stopping Negative Inventory
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0
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9
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February 3, 2026
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