Dear Sir @Lubos, Consider this feature request to enhance our quest to make Manager better.
When I send a purchase order or a sales order, manager must be able to assist me in the form of showing current status of the order. When I receive a bill or an invoice and am entering, Manager should be able to inform me when I select a customer for Sales invoice or a supplier for a purchase invoice if there is an order pending for that customer. I could then select the order number and enter the invoice against it if there exist an order for that customer/supplier. Manager should be able to tell me the balance due on orders anytime I open the order modules (Purchases & Sales Orders) to help me track the status of the order just like sales orders and purchase invoices due balances which are displayed invoice by invoice.
Sometimes we may provide a service or deliver inventory items to our customers or receive a service or inventory from our suppliers before invoicing or billing our customers or receiving bills from our suppliers.
For example, there could be a supplier I issued a purchase order to who may supply the inventory items or service in bits but raise a bill or an invoice after the last batch of supply. I should be able to receive inventory items or enter services which will automatically affect the balance on the order but not raise account payable because the bill hasn’t been issued but goods or services have been delivered to our premises. Vice versa for Sales order.
So I envision that when I open a purchase order I should see “Receive Order” and “Receive Invoice” buttons.
Receive order will affect the status of the order and increase inventory on hand but will not post to account Payable.
Receive invoice will post to account payable.
With Sales Orders when opened the buttons could be “Send Order” which will affect inventory if the order involves inventory items but will not post to account payable and “Send Invoice” which posts to account receivable against the order reference numbers.
All “Receive” and “Send” must affect the order status.
In an advanced purchase order and sales order module, I should be able to track the status of an order. So when I open the purchase order there should be a colomn after
When an order is completed I should be able to close the order. I should also be able to close the order when I choose to, regardless whether the order has been completed or not. The Order Modules should show on columns the following by their reference numbers.
• Order Amount
• Amount Delivered
• Amount Uninvoiced
• Delivery Deadline
• Due Dates
• Status: Closed, Active, Completed (not by custom field but automatically determined)
It will a be cool to see on the order when viewed another column right after the amount column a line by line status of the delivery like below.
Order management is a very important feature to have in an accounting app these days. I therefore request for the prioritisation of this module for the year as the users of Manager.io is growing. The current order modules only help to print or mail an order without any tracking capabilities. The current order modules needs face lifting.
Thank You for your consideration