Existing Order Notification & Consolidation

ollie

Please add a feature that helps prevent multiple open sales orders being created for the same customer unnecessarily.

When creating or entering a new sales order, if the customer already has an existing order, Cin7 should display a pop-up advising the user that another open order exists.

The notification should show the existing order number(s) and status, and give the user the option to open the existing order or consolidate the new order into it, rather than creating a separate sales order.

This would be particularly useful when customers place multiple orders before their existing order has been dispatched. Consolidating these orders could reduce duplicate shipments, freight costs, warehouse processing and administration.

2

Comments

2 comments

  • Comment author
    Nicole Vernon

    It would be great also if you are exiting any type of entry that it alerts “do you want to exit this XXX” I have lost so many unsaved orders/transfers etc 

    0
  • Comment author
    Dion Alessi

    I have said this many times, this would be a great little feature that i can't imagine would be too hard to implement. 

    0

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