We feel that it would be good if customer notes that have been added to a customers account are displayed on the "create a quote" or "create an order" page. This information should be visible to us whilst making the quote/order but not displayed to the customer. Therefore we would know if an internal note has been placed on a customers account when creating a quote or order from the same page.
I'd still like to have the ability to do the art approval before the order is payed. Unfortunatley in this industry it has been the standard for some time. I also feel as if it would be easier for our artist to be able to pull the "needs changes" files from Deco rather than having to have them emailed to him. I don't want to switch customers to NET terms to require this and we still can collect payment upfront. However, I'd like to provide my client the mockup prior to payment.
I'm not convinced Smart is the right word.......... Can the system not be amended so
a/ smart selected products go in to business hub but not live on the site by default?
b/ individual products rather than whole catalogues / supplier ranges can be added
c/ The very badly auto-selected product categories are not included
We don't all do products with pre-designed logos..........
So the ability to use the facebook / twitter share functions for blank products would be a massive plus
We've had a few customers say they haven't recieved the "Order Shipped" email. A read receipt would be great so we can then know if our salesman needs to follow up and notify them that their order is complete and ready for pickup.
We need the ability to add a raster file into Business Hub and mark the colors ourselves without modifying the image. This way, we can still quote our customer, and add mockup for simulated process, or any designs with halftones. Using the file attachment works for now, but long term this would be very valuable as our designer has to make mockups outside of Deco and it has to be priced out manually or else the mockup will be blank.
Calendar Production View - surely one of the most important production management tools. Drag n drop orders to different days to change the production dates. Calendar view ideal for large screen view in the production area for quick reference to orders due when rather than through a list.
We are looking into doing a print of the month/print of the week by incentivizing our customers with account credit (Good way to collect PR content). However, I'm trying to have them fill out a form and submit their images to us. Currently, I would have to use another form it looks like and embed it. Is there a way to add an upload files to the current form? If not, let's get it going. Small feature that goes a long way.
It is really import the sku due to the importance in accounting process. In inventories if you have the sku you are able to use it and the integration will run way much better
Using SKU will allow you to have inventories ok in quickbooks otherwise you have to recreate an artificial number in order to identify
Many many many times a customer has a different email address for their billing department. I'd like to be able to use the 'Email Payment Request' feature but send and/or CC the request to a different address.
Being able to set custom production statuses is a great feature and helps us to manage our internal workflow more easily. However, there are a few things that could make them far more useful:
As a side note, it would also be great to be able to change the order of the columns in the Production view!
We recently started putting our stock levels for items in and have noticed that it is automatically pulling items from our stock and not creating a purchase order, so no one knows these items need to be pulled as they already show as "recieved". We need some way to know what is actually ordered and if someone needs to pull from stock. Giving us the option to create a purchase order from stock is necessary to be able to use the inventory feature on Deco.
I feel like when creating a new customer you should be able to auto complete the address form based on a small about of information like the street. I see this all the time on other websites.
Here is a stack overflow about it.
Having the ability to only print work orders/invoices that include screenprinting or whatever decoration process. We print the sheets and send them out to production but have to highlight the screenprinted items when the job includes both screenprinting and embroidery. There's also a ton of pages that print, which is kind of unneccasry when half of the pages are emb. I know we could select which pages to print, but having the option would be a cool feature.
Great for marketing, and popular on e-commerce platforms like Shopify. Auto discount be applied from URL
It would be nie to know that a custmer has additional discount set to their account. It would be an important information for the sales staff to know before they start negotiating price with the customer. Please see my attachment for visual
Some way is needed to be able to add productus for upsale right a product decoration page. I did one out of necessity for adding a "Matching Hoodie" to a fishing jersey in Custom Fields. While is works great and have sold more in the last month than we did the previous year. It does cause a problem in that the quantity still shows 1 item and is easily overlooked. (Don't ask me how I know that bumble.) That way it is also not added to purchase order and no way of tracking item sales.
add an option in to payments for "to be dealt with by external accounts facility" so those of us who use a "proper" accounts package aren't duplicating work / payment receipts etc
Any way to print all the month's invoices in one go?
In Accounts, at the end of each month, I have to print (preferably to pdf) the month's order/invoices (can go up to 250+ in peak season). This is currently taking AGES as I have to manually open each Order invoiced one by one and hit print. Then (several hours/days later), I currently have to split the pile into manageable groups of 25 pages to scan from our printer and email them to myself in pdf format. All very long-winded. In previous system (French EBP), I was able to selecte from xx date to xx and print ALL INVOICES into a single pdf file.
We would like to be able to choose the name of the purchase order rather than a random number - we would use the date, or job name that way we can combine pos, rather than raising 20 a day. So if we have a PO for AlphaBroder, we would just keep raising POs to what we name it. Right now, we would have to figure out if that was raised today or yesterday - but having the ability to "free form" the PO#/name it would give us freedom to name it what we want. Also, when we raise a PO and then there is a change on an invoice, the garment that is changed stays on the po. I would like the ability to automatically remove that with an invoice change. So if a customer orders 2 M and wants to change it to 1 M and 1 L the PO still reads 2 M and 1L and I would have to manually delete the 1 M. I think a simpler way to do this would be a recall PO button or somethign like that. Where you click it and it deletes those items from the invoice out of that PO and then you can re raise the PO. I have so many open POs from changes and not cleaning it up as we went.
Last thing along the same line - check box on the left side so you can select multiple POs without having to open each one. Sort of like marking produced or shipped on the invoice side. Sometimes we have 4 or 5 pos and have to open each one to recieve but all 5 are in so we wouldn't need to go in and open it up.