# Sales Orders **URL:** https://community.striven.com/c/enhancement-requests-voting/sales-orders/32.md [Latest](https://community.striven.com/latest.md) · [Categories](https://community.striven.com/categories.md) · [Tags](https://community.striven.com/tags.md) --- ## [About the Sales Orders category](https://community.striven.com/t/about-the-sales-orders-category/841)
**Author:** [@wzane](https://community.striven.com/u/wzane)\ **Replies:** 0\ **Last updated:** [January 12, 2026, 3:43pm UTC](https://community.striven.com/t/about-the-sales-orders-category/841 "2026-01-12T15:43:07Z")
--- ## [Display total Invoiced To Date on the Sales Order itself](https://community.striven.com/t/display-total-invoiced-to-date-on-the-sales-order-itself/588)
**Author:** [@rdenzil](https://community.striven.com/u/rdenzil)\ **Replies:** 16\ **Last updated:** [September 4, 2026, 6:48pm UTC](https://community.striven.com/t/display-total-invoiced-to-date-on-the-sales-order-itself/588 "2026-09-04T18:48:14Z")
It would be great to have a field on sales orders that shows the unbilled amount remaining. It is common in our industry that we get a PO that is billed in milestones or “up to” the maximum amount on a PO. We will have m… --- ## [Description from Opportunity to flow to Internal Notes on Sales Order](https://community.striven.com/t/description-from-opportunity-to-flow-to-internal-notes-on-sales-order/3563)
**Author:** [@jjennert](https://community.striven.com/u/jjennert)\ **Replies:** 0\ **Last updated:** [September 4, 2026, 1:36pm UTC](https://community.striven.com/t/description-from-opportunity-to-flow-to-internal-notes-on-sales-order/3563 "2026-09-04T13:36:04Z")
Name of Feature/Request:Opp descriotion notes to flow to Sales order /Quote What financial, time savings, or quality of life improvements will occur with this: Attempted solutions so far: cioy and paste from OPP to Sa… --- ## [Ability to calculate square footage needed by entering Width, Height and Quantity](https://community.striven.com/t/ability-to-calculate-square-footage-needed-by-entering-width-height-and-quantity/3557)
**Author:** [@PSGJTS](https://community.striven.com/u/PSGJTS)\ **Replies:** 0\ **Last updated:** [September 1, 2026, 1:10pm UTC](https://community.striven.com/t/ability-to-calculate-square-footage-needed-by-entering-width-height-and-quantity/3557 "2026-09-01T13:10:24Z")
Name of Feature/Request: Ability to calculate square footage needed by entering Width, Height and Quantity What financial, time savings, or quality of life improvements will occur with this: Currently we have one field … --- ## [Request for Automatic Addition of Promo Line Item for Eligible Products in Sales Orders](https://community.striven.com/t/request-for-automatic-addition-of-promo-line-item-for-eligible-products-in-sales-orders/2712)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 2\ **Last updated:** [August 12, 2026, 3:24pm UTC](https://community.striven.com/t/request-for-automatic-addition-of-promo-line-item-for-eligible-products-in-sales-orders/2712 "2026-08-12T15:24:59Z")
Name of Feature/Request: Request for Automatic Addition of Promo Line Item for Eligible Products in Sales Orders What financial, time savings, or quality of life improvements will occur from this: /Topic?: The goal is t… --- ## [Improvement to Sales Order Permissions and Audit Log/History](https://community.striven.com/t/improvement-to-sales-order-permissions-and-audit-log-history/2249)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [May 7, 2026, 3:41pm UTC](https://community.striven.com/t/improvement-to-sales-order-permissions-and-audit-log-history/2249 "2026-05-07T15:41:49Z")
Name of Feature/Request: Improvement to Sales Order Permissions and Audit Log/History What financial, time savings, or quality of life improvements will occur from this: Want to see Order History just like you can on in… --- ## [Add Reference Material as an Attachment to the Sales Order PDF similar to Attachments.](https://community.striven.com/t/add-reference-material-as-an-attachment-to-the-sales-order-pdf-similar-to-attachments/1389)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [May 1, 2026, 3:13pm UTC](https://community.striven.com/t/add-reference-material-as-an-attachment-to-the-sales-order-pdf-similar-to-attachments/1389 "2026-05-01T15:13:39Z")
Name of Feature/Request: Add Reference Material as an Attachment to the Sales Order PDF similar to Attachments. What financial, time savings, or quality of life improvements will occur from this: To have reference mater… --- ## [Unified HTML Formatting for Portal Sales Order Views for Contract Managed Orders](https://community.striven.com/t/unified-html-formatting-for-portal-sales-order-views-for-contract-managed-orders/3327)
**Author:** [@LitaGlue](https://community.striven.com/u/LitaGlue)\ **Replies:** 0\ **Last updated:** [March 23, 2026, 8:39pm UTC](https://community.striven.com/t/unified-html-formatting-for-portal-sales-order-views-for-contract-managed-orders/3327 "2026-03-23T20:39:33Z")
Name of Feature/Request: Unified HTML Formatting for Portal Sales Order Views What financial, time savings, or quality of life improvements will occur with this: Professionalism: Ensures a consistent “Brand Experience… --- ## [Print Sales order action in the drop down ](https://community.striven.com/t/print-sales-order-action-in-the-drop-down/3326)
**Author:** [@FireStarter](https://community.striven.com/u/FireStarter)\ **Replies:** 0\ **Last updated:** [March 23, 2026, 8:38pm UTC](https://community.striven.com/t/print-sales-order-action-in-the-drop-down/3326 "2026-03-23T20:38:50Z")
--- ## [Ability to entirely delete a Sales Order keeping the Cancelling ability as well](https://community.striven.com/t/ability-to-entirely-delete-a-sales-order-keeping-the-cancelling-ability-as-well/3292)
**Author:** [@Faiz](https://community.striven.com/u/Faiz)\ **Replies:** 0\ **Last updated:** [March 11, 2026, 9:48am UTC](https://community.striven.com/t/ability-to-entirely-delete-a-sales-order-keeping-the-cancelling-ability-as-well/3292 "2026-03-11T09:48:45Z")
Name of Feature/Request: Ability to entirely delete a Sales Order keeping the Cancelling ability as well. What financial, time savings, or quality of life improvements will occur with this: Need the ability to permanent… --- ## [Add ability to change cost of items in an item group from Sales order](https://community.striven.com/t/add-ability-to-change-cost-of-items-in-an-item-group-from-sales-order/3288)
**Author:** [@Faiz](https://community.striven.com/u/Faiz)\ **Replies:** 0\ **Last updated:** [March 11, 2026, 9:07am UTC](https://community.striven.com/t/add-ability-to-change-cost-of-items-in-an-item-group-from-sales-order/3288 "2026-03-11T09:07:09Z")
Name of Feature/Request: Add ability to change cost of items in an item group from Sales order What financial, time savings, or quality of life improvements will occur with this: Cannot edit the cost of item in item gro… --- ## [Sales Orders - Option to make the "Ship Via" field expanded by default](https://community.striven.com/t/sales-orders-option-to-make-the-ship-via-field-expanded-by-default/3204)
**Author:** [@bkurtz](https://community.striven.com/u/bkurtz)\ **Replies:** 0\ **Last updated:** [February 10, 2026, 1:22pm UTC](https://community.striven.com/t/sales-orders-option-to-make-the-ship-via-field-expanded-by-default/3204 "2026-02-10T13:22:09Z")
Name of Feature/Request: Option to make the “Ship Via” field expanded by default, it currently hides under a link for “tracking information” What financial, time savings, or quality of life improvements will occur with… --- ## [Be able to set the Tax Code when adding a new Location from the Quick Add function on a Sales Order](https://community.striven.com/t/be-able-to-set-the-tax-code-when-adding-a-new-location-from-the-quick-add-function-on-a-sales-order/3183)
**Author:** [@Gabby](https://community.striven.com/u/Gabby)\ **Replies:** 0\ **Last updated:** [February 6, 2026, 7:41pm UTC](https://community.striven.com/t/be-able-to-set-the-tax-code-when-adding-a-new-location-from-the-quick-add-function-on-a-sales-order/3183 "2026-02-06T19:41:58Z")
Name of Feature/Request: Be able to set the Tax Code when adding a new Location from the Quick Add function on a Sales Order What financial, time savings, or quality of life improvements will occur with this: Save tim… --- ## [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](https://community.striven.com/t/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/3173)
**Author:** [@TAGFence](https://community.striven.com/u/TAGFence)\ **Replies:** 0\ **Last updated:** [February 4, 2026, 8:34pm UTC](https://community.striven.com/t/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/3173 "2026-02-04T20:34:30Z")
Name of Feature/Request: Add “Text” Button to send Sales Orders (and Invoices) instantly to Customers What financial, time savings, or quality of life improvements will occur with this: Will save a lot of time, and crea… --- ## [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](https://community.striven.com/t/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/3129)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/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/3129 "2026-02-03T12:25:49Z")
Name of Feature/Request: 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 What financial, time savings, or quality of life improvements wil… --- ## [When sending an email from a Sales Order or Invoice have the Contact's Title display next to their name](https://community.striven.com/t/when-sending-an-email-from-a-sales-order-or-invoice-have-the-contacts-title-display-next-to-their-name/3128)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/when-sending-an-email-from-a-sales-order-or-invoice-have-the-contacts-title-display-next-to-their-name/3128 "2026-02-03T12:25:49Z")
Name of Feature/Request: When sending an email from a Sales Order or Invoice have the Contact’s Title display next to their name What financial, time savings, or quality of life improvements will occur from this: When s… --- ## [When Multi-currency is enabled, be able to change Customer on non contract managed Sales Order when other Customer is of same Currency](https://community.striven.com/t/when-multi-currency-is-enabled-be-able-to-change-customer-on-non-contract-managed-sales-order-when-other-customer-is-of-same-currency/3123)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/when-multi-currency-is-enabled-be-able-to-change-customer-on-non-contract-managed-sales-order-when-other-customer-is-of-same-currency/3123 "2026-02-03T12:25:49Z")
Name of Feature/Request: When Multi-currency is enabled, be able to change Customer on non contract managed Sales Order when other Customer is of same Currency What financial, time savings, or quality of life improvemen… --- ## [When Copying a Sales Order have the option to Copy "Order Name", "Customer and Location Information", Copy "Pricing Information"](https://community.striven.com/t/when-copying-a-sales-order-have-the-option-to-copy-order-name-customer-and-location-information-copy-pricing-information/3115)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/when-copying-a-sales-order-have-the-option-to-copy-order-name-customer-and-location-information-copy-pricing-information/3115 "2026-02-03T12:25:49Z")
Name of Feature/Request: When Copying a Sales Order have the option to Copy “Order Name”, “Customer and Location Information”, Copy “Pricing Information” What financial, time savings, or quality of life improvements wil… --- ## [View Transactions in "Related To" as pairs based on what Bill was created from what PO](https://community.striven.com/t/view-transactions-in-related-to-as-pairs-based-on-what-bill-was-created-from-what-po/3096)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/view-transactions-in-related-to-as-pairs-based-on-what-bill-was-created-from-what-po/3096 "2026-02-03T12:25:48Z")
Name of Feature/Request: View Transactions in “Related To” as pairs based on what Bill was created from what PO What financial, time savings, or quality of life improvements will occur from this: Customer would like to … --- ## [View Customer PO from the Sales order List View](https://community.striven.com/t/view-customer-po-from-the-sales-order-list-view/3094)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/view-customer-po-from-the-sales-order-list-view/3094 "2026-02-03T12:25:48Z")
Name of Feature/Request: View Customer PO from the Sales order List View What financial, time savings, or quality of life improvements will occur from this: To view customer PO from the sales order List View | Frequency… --- ## [Update Matching on SO Imports](https://community.striven.com/t/update-matching-on-so-imports/3071)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/update-matching-on-so-imports/3071 "2026-02-03T12:25:47Z")
Name of Feature/Request: Update Matching on SO Imports What financial, time savings, or quality of life improvements will occur from this: To add the “Enable Matching Data” checkbox to Sales Order Importss. | Frequency:… --- ## [Uncheck all](https://community.striven.com/t/uncheck-all/3062)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/uncheck-all/3062 "2026-02-03T12:25:47Z")
Name of Feature/Request: Uncheck all What financial, time savings, or quality of life improvements will occur from this: Frequency: daily Attempted Solutions So Far: None Listed Digging deep - Any additional Why behin… --- ## [Turn off Warning: Low Stocks when creating sales orders, invoices, or receipts](https://community.striven.com/t/turn-off-warning-low-stocks-when-creating-sales-orders-invoices-or-receipts/3058)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/turn-off-warning-low-stocks-when-creating-sales-orders-invoices-or-receipts/3058 "2026-02-03T12:25:47Z")
Name of Feature/Request: Turn off Warning: Low Stocks when creating sales orders What financial, time savings, or quality of life improvements will occur from this: This pops up often and many people creating transactio… --- ## [Transfer Task Name and Description to Estimate on creation](https://community.striven.com/t/transfer-task-name-and-description-to-estimate-on-creation/3052)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/transfer-task-name-and-description-to-estimate-on-creation/3052 "2026-02-03T12:25:46Z")
Name of Feature/Request: Transfer Task Name and Description to Estimate on creation What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Diggi… --- ## [Track Bid Emails have been sent](https://community.striven.com/t/track-bid-emails-have-been-sent/3044)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/track-bid-emails-have-been-sent/3044 "2026-02-03T12:25:46Z")
Name of Feature/Request: Track Bid Emails have been sent What financial, time savings, or quality of life improvements will occur from this: To see what Sales Orders have been sent to Customers from a Sales Order or Opp… --- ## [Total QTY field on Sales order and Invoice screen](https://community.striven.com/t/total-qty-field-on-sales-order-and-invoice-screen/3043)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/total-qty-field-on-sales-order-and-invoice-screen/3043 "2026-02-03T12:25:46Z")
Name of Feature/Request: Total QTY field on Sales order and Invoice screen What financial, time savings, or quality of life improvements will occur from this: Create a QTY total for items even if the UOM is different to… --- ## [To have the ability to relate Sales Order and Opportunity in a report](https://community.striven.com/t/to-have-the-ability-to-relate-sales-order-and-opportunity-in-a-report/3033)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-have-the-ability-to-relate-sales-order-and-opportunity-in-a-report/3033 "2026-02-03T12:25:46Z")
Name of Feature/Request: To have the ability to relate Sales Order and Opportunity in a report What financial, time savings, or quality of life improvements will occur from this: To be able to Relate Sales Order and Opp… --- ## [To Have Item Prices On Quote Templates Be Updated Automatically Without Needing To Add A Customer](https://community.striven.com/t/to-have-item-prices-on-quote-templates-be-updated-automatically-without-needing-to-add-a-customer/3025)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-have-item-prices-on-quote-templates-be-updated-automatically-without-needing-to-add-a-customer/3025 "2026-02-03T12:25:45Z")
Name of Feature/Request: To Have Item Prices On Quote Templates Be Updated Automatically Without Needing To Add A Customer What financial, time savings, or quality of life improvements will occur from this: To have the … --- ## [When viewing inventory by location on a SO, sort by QTY Available](https://community.striven.com/t/when-viewing-inventory-by-location-on-a-so-sort-by-qty-available/3010)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/when-viewing-inventory-by-location-on-a-so-sort-by-qty-available/3010 "2026-02-03T12:25:45Z")
What financial, time savings, or quality of life improvements will occur from this: To be able to view QTY Available to be able to view which location you have the item most available, not on hand. Frequency: During ope… --- ## [To add a sales order status for "template"](https://community.striven.com/t/to-add-a-sales-order-status-for-template/2993)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/to-add-a-sales-order-status-for-template/2993 "2026-02-03T12:25:44Z")
Name of Feature/Request: To add a sales order status for “template” What financial, time savings, or quality of life improvements will occur from this: To add an sales order status for “template” Customer Requirements: … [Next page](https://community.striven.com/c/enhancement-requests-voting/sales-orders/32.md?page=1)