Name of Feature/Request: Ability for quantity billed vs remaining on Sales Orders and Invoices to be automatically calculated and added to Printable Formats
What financial, time savings, or quality of life improvements will occur from this: Be able to partially invoice Sales Orders and have the remaining qty to invoice be automatically calculated to save users time and more accurately calculate the qty remaining. | Frequency: Every day, many times a day. We get large orders that cannot fit on 1 truck. We need to track the load for each truck (using invoices in Striven) and need the quantity remaining to ship to track our progress. | Ideally the sales order would show these columns with the additions of the yellow highlighted fields. The values here would be system calculated, not manually entered. Item/description/sales order qty/cost/amount /invoiced qty/remaining qty where remaining can go negative if we ship and invoice more than originally ordered and amount is sales order qty * cost (as it is now).
Attempted Solutions So Far: The current proposed alternate solution is to add global Custom Columns to both the Sales Orders and Invoices which can both be used to print. It will require manual input which isn’t ideal.
This will not work for us as it is all manual and will be too cumbersome with our volume - RW
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: We ship sales orders in multiple shipments. Kelvin has us using invoices as a way to keep the shipments related to the sales order together BUT.. it does not reduce the quantity shipped from the sales order total. Do you know a good way to track shipments off of a sales order and know what is remaining?
. | Previously accomplished: We are new to Striven and actively trying to learn how to solve this problem. Our previous system (Abecas Insight) took a sales order all the way throught to Invoice. We did not have seperate sales orders and invoices for the same transaction. If we invoiced a partial sales order, we split off the quantity shipped to create a new transaction with a (-X) appended to the original sales order. This reduced quantity from the parent sales order which left us with our qty remaining to ship.
StrivenID: 4586539