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Elizabeth

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  1. Improve the Purchase Order system

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    58 comments  ·  General  ·  Admin →
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    started  ·  Rajesh Agarwal responded

    Hey everyone – we have added the “Sync to QuickBooks Online” bit for beta_testers, if you are not a beta tester currently, you will get this feature in a couple weeks. We are not accepting new beta testers at this time.

    For those of you that are beta testers, please visit QuickBooks settings in RepairShopr and select your Accounts Payable account for PO’s to sync to in QB and let us know here in the comments what feedback you have for it!

    Thanks!

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    Elizabeth commented  · 

    I love the idea of being able to create a custom purchase order from invoices. I've tried using the parts order section but often, customers walk into our shop and will custom order a product without ever needing a service. Since the parts can only be attributed to a ticket and not an invoice, things get hairy. Especially since we are custom ordering products from vendors that we would normally send a purchase order anyway. I really believe that making some additions to the purchase order system and doing away with the parts order system could streamline our entire process.

    I'd also like to see a way to add tracking numbers per line item. Many of our vendors ship from multiple warehouses and not every product on a single order comes in at the same time.

    Elizabeth supported this idea  · 

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