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Linda Wermuth

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Linda Wermuth last won the day on December 9 2022

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  1. No, just what the estimated ship date was ( that was given to the customer) and what the actual ship date was. Something simple that would tell us if we are running on time, early or late with orders. It's important for us to measure that data. Surprised the system can't track that!?
  2. Hi just following up.... Have you located a report or something that can provide this information?
  3. Hello Allmoxy users! I'm looking for a report and not finding what I need, so hoping someone else has had the same experience and can help. We would like to track our leads times, so I need a report that can show me the estimated ship date and what the actual ship date was. Can that be found somewhere? Thanks, Linda
  4. Is there any other way to add an additional cost line without creating an itemized order? We need the ability to add just a packaging charge to an order at times when the customer is picking up the order, but needs it packaged or boxed. Normally, we do not wrap or box orders that will be picked up. They just load the unfinished product into their vehicle. So, this would not be for every pick up order, just occasionally. Also, I noticed when I did create an itemized order to see how it looked, the description I noted does not appear on the invoice, just the price. Any ideas would be appreciated.
  5. I have just had to undo a payment because there were funds that were misapplied. Then went in and made correct payments. Is there a way to edit the payment date back to the original date? Rather than it showing todays date?
  6. Hi just following up to see if there is a resolve for this.
  7. Hello. I need help on this order. I need to open it back up but when I try to change the status it won't allow me to unless I select a shipping method. System not allowing me to add. 09:52 AM Darth Moxy Thank you for reporting this to us! A member of our team will report the issue and reach out if we have any follow up questions! Thanks. I've connected you to our customer success team who'll look after you from here! 09:52 AM 09:53 AM Triston Hello! Whats the order number? 09:53 AM Hi Triston. You have helped me with this issue before 3448 09:53 AM Triston Ive got it in to the developers and Ill let you know what they say! 10:01 AM Thanks for your help. I really need to get this invoice revised today, so let me know when you hear! Thanks 12:30 PM November 30, 2022 any update on this? 09:21 AM Hi! I really need to get this invoice revised. Can you help? 03:11 PM December 1, 2022 Triston Hey! Sorry for the delay! they are working on this for you! 09:48 AM I really need to get this taken care of. Any ETA?? 12:11 PM Triston should be taken care of very soon 12:22 PM December 2, 2022 So order #3448 has been corrected. However, I'm having the same issue with 4229. Why is this happening? The reason I need to open up the order is because pricing is not correct. I'm working on that on my end, but I don't understand why I'm getting hung up in the shipping field. 09:50 AM
  8. I've had an ongoing issue with being unable to change status and update an order. I'll copy my chat
  9. Is anyone available on chat today?? I'm not getting any response.
  10. Oh great! Thank you. And visible to all meaning me as well as the customer! So, I think that will be covered :-)
  11. Situation: Customer creates an order, pays for it with credit card, then calls to make change to the order, which reduces order total. This results in a credit to the customer. Question: Is there a way for an automatic credit to be done and placed as credit on account that is visible to all? Or is there a report that would provide checks and balances for situations like this? Thank you, Linda
  12. We have a few customers that we ship large orders that are 2 full truckloads or more. It would be best if we could have accurate packing lists to send with each truck. This way we know what is loaded on each truck and the customer will know exactly what is being unloaded when it delivers. Please consider implementing a way to break out a packing list, to avoid having to manually create a separate document to send with each driver.
  13. Great!. Thank you. Is there a way to run reports on based on a custom field? For instance at month end, can I run a report to view activity on all Net30 customers?
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