Dear Sir, @Tut@eko
Any possibility for adding this feature (Update All Lines Prices) in Sales order?
I stuck with the client in this area and I’m about to lose the project and his interest in using Manager io because of the following points which i received from the client’s Purchase Manager because their work depends on the sales orders:
1- No ability of updating all lines in the sales order by one button.
2- No reports available for sales orders or any kind of centralization to know the total required quantity to buy from suppliers automatically.
3- No ability of deleting empty lines (lines with 0 quantity) automatically when user save the sales order. (They add all products in the sales order default form to save time while calling customers to take orders, after finishing the call, user has to delete all empty lines one by one - like 60 or 70 lines)
So I wish if you give me any solution even if it is temporary
Thank you for considering
That could be a useful function. Especially if it’s extended to update the whole document. This would help on many changes like price, account, inventory kits.
If you invoice your orders you can then keep track of your quantities to deliver. That should help.
That sounds like it’s the fault of your client. Who works like that.
I mean instead of setting the quantity to 0 why not press the “x” mark at the end of the line one by one while on the phone? An even better solution is not to enter extra lines to begin with.
As far as item 1 goes, it’s not as straight forward as it may seem:
Batch update requires looking up price from inventory items table, which is an advanced topic for many. Even if looking up is trivial, looking up multiple values in a single cell isn’t trivial.
API, sure but that’s an overkill.
In combination with API, extensions need the keys of items to work. A lot of keys, ids and classes need to be exposed to the user to make extensions an efficient alternative.
As far as item 3, batch update and extensions can’t delete lines. I’m not sure about the API though. I think I have tested this before but I can’t remember the outcome. I need to confirm this.
Correct, which is why employing a programmer is required to do this task. A competent programmer will start by looking at the individual business actual work flow to balance the cost of implementation with the potential savings. The task is do able but the business owner maybe more willing to consider alternatives when they pay for the business specific “requirements”.
Batch update can not delete records. Deleting lines within records I thought was supported as updating the record to content with less lines would delete the lines not included in the update.
@Yaser, you are overlooking an important factor. Not until post #25 in this thread did you share the fact that prices on inventory are changing every single day. The only way any sort of price update could occur would be if you had already updated every inventory item’s sale price. That would probably be more work than updating the sales invoice.
Sales prices for inventory item definitions are optional. If they are not stable over a significant time period, there is no point to entering them in the first place.
Removing lines in a batch update operation would only set them to blank but the blank lines remain in the form. I’ve tested this a while back, maybe this isn’t the case anymore but I doubt it.
The accuracy of this statement depends on what you mean by “removing lines.” If you are referring to removing an entire “line” in the spreadsheet before pasting it back in, there will be no effect at all. This is explained in the Guide (https://www.manager.io/guides/9572), directly above the Caution statement in the section about Batch Update.
If you are referring to removing a line with a cell when there are multiple lines in a record, you can delete a single line. But you must be careful to also remove all other corresponding lines in other cells containing related information.
I did mention the daily price change
All I’m asking is a button that will be very helpful to anyone who is working on very fast-changing price items as I believe … not all businesses consider price as the main factor, sometimes quantity is the only factor.
Today I have to transfer 76 sales orders into invoices (Every single sales order is like 70-100 lines) and I have to delete each line and write it again to get the last price update I made on all products this morning to have the correct sales invoices … and all of this MUST be done in 2 hours … can you imagine?
My mistake. You did mention it in post #12, but that was still 5 days after you started the topic. The point I made in post #29 is still valid. A button to update all prices would require that all inventory items be edited first, which would require much more work than editing a sales invoice. There is no point in doing that if the prices will change again the next day.
I agree that it is irritating that after updating prices in inventory that the “old” prices are present in a clone or copy to situation, but it is not realistic to expect this changing anytime soon. You can cut on your steps by not entering any prices in inventory because when you purchase inventory the quantity and purchase price are already present. So it would be fewer steps to clone or copy to a sales invoice and directly enter the new prices. Other than that as others already recommended find an application that is more specialist in inventory management and sales order creation as the volume you deal with are well beyond a small business accounting application that Manager is.
With all respect to your opinion which I really agree with, But the client likes Manager io and wants to go forward till the end of the year in parallel with their current system to see results of all employees work, and believes that Manager io is very suitable for his company, even with some employees complains
So God help
I believe this post will stay open till we get that button which as per my humble programming background is only one line executing command (Update), Maybe i’m wrong, So let us see when we can have this option
Regarding [quote=“Joe91, post:39, topic:40708”]
Very few businesses would have to do this
[/quote]
I think it can happen with any but no one escalate it
