JobBOSS | Ideas

Close Sales Orders after Shipment

Sales Orders status do not automatically change to Closed and need to be manually closed after they have been shipped.

Not only does it take extra time to go back and close all the sales orders, it leaves room for error.

  • Guest
  • Dec 2 2020
  • Future Consideration
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  • Steve Daniel commented
    27 May, 2021 04:31pm

    The issue with this is, we do not always get invoices from vendors in a timely manner. If we have these auto close then when the invoice comes in, we have to reopen it , process the invoices, then reclose it. If this is done, then it needs to be a preference option not a standard across the board change.