Name of Feature/Request: Allow payments through Customer Portal without having to pick a specific invoice
What financial, time savings, or quality of life improvements will occur from this: Keep process automated for invoicing while also being able to control when inventory is hit. | Frequency: Daily any time there is a standard order that comes in from a customer | The manual nature of the inventory adjustment process or the manual invoicing process so that inventory hits at the correct time does not accomodate their growing business needs. And because their industry (cannabis) is highly regulated in regards to inventory on hand, they need to ensure the inventory is not hit until the items are physically shipped and not onsite.
Attempted Solutions So Far: Advanced deposit process does not fix the concern with quantities coming out of inventory at the time of invoicing because they would have to use manual invoicing or edit the invoice after the fact to remove the items they are not ready to invoice yet.
Add Payment manually before invoicing removes the automated process of the customer going into the portal to pay their invoices.
Changing from Invoice on Approval to Invoice on Completion in the sales order removes their need to receive payment before they ship the items.
Changing from Invoice on Approval to Manual Invoicing on the sales order removes the automated nature of their invoicing process.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I want to see what is necessary to add a few steps along the process of our inventory movement. As of right now, our inventory is being removed once the order is approved by the client. It is causing a lot of manual adjustments on our end. So, I want to see if we can add two or three steps that would involve a manual click to remove the inventory. | Previously accomplished: They are using Invoice on Approval for their sales orders, receiving payments from their customers within the customer portal, then shipping the items at that time. They are doing manual inventory adjustments every time an invoice is created and then adjusting it back after items ship.
StrivenID: 5292099