Forum Message

Group items to customer and/or suppliers

It would be great if Solar Accounts could group items to customer and/or suppliers.


Posted by Charles Rohland on Dec 22, 2011 2:37 PM GMT

Hi Charles,

I'm not sure I follow - do you mean the items in the description drop-list in the invoice window? Or are you talking about individual transactions?

Regards,


Posted by Mark McLaren (Solar Accounts) on Dec 23, 2011 9:31 AM GMT

Hi Mark,

Yes, items in invoicing. I know this would not suit everyone, so may be it should be available as an option that one could toggle on or off. There would still be a default item list .

Thank
Charles


Posted by Charles Rohland on Dec 23, 2011 11:00 AM GMT

Hi Charles,

Usually typing a few letters will select the correct item from the description drop-list, so I cannot see that the option to group items by customer would be useful to many users.

Regards


Posted by Mark McLaren (Solar Accounts) on Dec 27, 2011 9:15 AM GMT

Dear Mark,

We have about 200 items, most of them customer specific. I think it should be an optional feature.

What would also help is if an item could be associated with a department, that would provide a measure of filtering, but then "Department" selection needs to be brought into invoicing as a drop down menu beteewn Qty and Description/item.

Thank you
Charles


Posted by Charles on Jan 1, 2011 8:24 AM GMT