Feature requests

More linesheet templates Ability to custom design linesheets

can headings stay frozen so we can see when scrolling down specially on customer page

Ability to have more customizations while designing your showroom. You will be able to make custom templates, see more standard templates, have custom tools, etc.

currently we are having to tick the box and once the item is sitting on the sales order screen only then we can see available from stock. is there a possibility to have this view when searching the product?

Add or remove data fields to various documents or position fields at different locations.

It's necessary for Agents to be able to view trackings and access delivery notes when their customers enquire

It would be great if images could be selected and deleted in bulk rather than one at a time. Its a pretty slow process to delete 5 images per colour per style one at a time. Thanks!

It would be great to generate a linesheet order form. you could run it with or without inventory show, I imagine all you need is a box or space to fill in desired quantaties. also to export to excel could be important, then we can use it to generate a proper online order form with the likes of jotform. or better yet if you can develop it to be a order form as a weblink that can be submitted by a customer.

Currently, when a sales order is placed in the system, the billing, shipping address, tax rates, channel, discount and etc. that is on the customer's card is automatically added to the sales order. In the case that you want to update any of the information, it would be great: When updating/adding shipping, billing, tax rates, channel, discounts and etc. on the customer card, it will automatically update as well to all open sales orders associated with the customer. Rather than go through each order and update. OR After the changes is saved, there is a pop up that says "There are sales order associated to this customer, do you wish to apply the changes? There should be an option to select the sales orders and click APPLY.

Having the possibility to hide the name of the manufactures to the agent acess on the products details.

Add additional information on open orders in the Uphance showroom eg sales reference, ship window, invoice # Allow customers to be able to filter and sort their sales orders in Uphance showroom. Same as sales orders in Uphance, so they can filter all open orders or complete orders.

At this day, we cannot track on which sales an agent commission have been paid. Can we have a tool for that? it is crucial, as uploading a report by period or season is not enough. We pay agents when we receive payments usually. So seasons may be mixed up

Creating a new customer has too much steps/clicks. Why not gathering the infos to be filled in in sole place? Too many steps in order to enter 1 customer details. Also, can the notes be out of the "edit details" and shown just as the tags, sales history etc? we need to understand the clients specifications when we are in his file. And the notes are too difficult/far to find Thanks!

Hi when we want to delete items in an order page, we have to delete them one by one, it would be great if there were multiple selections to delete by batch.

you can search for items in sales orders - you cant do this for invoices. Clicking on the sales order and trying to find which invoice the item sits in can be very time consuming and annoying!! it would be great when you're looking at the sales order, you have the ability to find the invoice the item is featured in. This can be done by simply a click (link) or new button on or next to the style name/number. either way, this would be fantastic! save lots of time and clean up the process of searching