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 multiple invoices on a single sales order and it is nice to know at a glance how much room remains on it.
It would also be nice if when you invoice a sales order that the items - especially unbilled items flow to the invoice. As it is now, it seems to only open a blank invoice carrying over only SO#.
I would love this feature. But to help you in the short term a method we use is
I create a copy of the quote in when billing and delete the items off that aren’t being billed. I create my invoice off the bill initially then link it back to the main quote so it shows how much was billed against the approved quote. When needed I can run a report of Approved vs Billed quote and quickly see what’s left/items that changed part #s slightly.
Here is an example of how it shows. We mark the copy quote # bill, and then in our custom column I put in the quantity my techs marked on their “contract install” tickets. If we have large installs we make them a copy of the approved quote each day out there using the quote # and the date and they fill in the qty. they installed in a custom column. I have another report that compares what was "quoted and then one that totals what was installed so everything maths vs what the warehouse pulled. Feel free to reach out if you want more details on this.
That’s a great workaround Ashley! Thank you for that. I will likely revive an old schedule of values invoice template I created in Google Sheets back when I didn’t have a native solution and use that type of custom report to fill it when needed.
I agree that Striven needs native progressive billing and probably a schedule of values option that covers retainage as the contractors looking at this system for their field service companies will need to provide monthly schedule of values invoicing for commercial and government work and will need to be able to account for those transactions at tax time in an easy manner.
This would be a great feature and been asking for this for a couple years. The nice thing about Striven is we are alway able to find a work rounds as Ashley listed. Shower it would be nice if we could work smarter have the system work for us and not have do work around.
Yes! Would love to see this too. The balance remaining and an indicator on each item whether or not it has been billed, like a PO. We would only want to see it if the SO is marked ‘In Progress’ or ‘Completed’.
Moving this back to the top of the heap. This seems like a huge gap for Striven that should be prioritized. How do we manage projects, production and inventory if we don’t know the remaining status of sales orders? Ashley’s work around “works” but is cumbersome and the point of a platform like Striven is to help us manage our businesses. This is crucial to manage budgeted projects and inventory. Our use case is as follows:
Sales order #100 has 2000 of item X. We shipped 500 in May and 100 in September. If I look to the sales order today it will show 2000 on the order. Where do you go to see that there are still 1,400 due for the customer? We need this for production planning to know what is promised and see if we have sufficient inventory and for future deliveries to this customer and whether we can sell to other customers.
When we bill off a previously billed sales order the invoice defaults in the quantity remaining to ship. This is nice but I don’t want employees creating invoices just to see this and there doesn’t seem to be a report that can pull this information. It is clearly there, just not accessible in reports.
We are using a 3rd party inventory system since we have more locations than Striven will allow. I have no way of reconciling the two systems. Argh.
It would be beneficial to know what shipped. It seems like the fulfill-by date is a half-baked feature, especially in our line of business, where we sometimes have back-ordered products. Who do we have to harass for a feature enhancement on this?
We have seen these replies and want to let you know that an enhancement request is open for this. We will add your additional comments and information to the request in order to help gain traction on this feature.
