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.
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Guest
- Dec 2 2020
- Future Consideration
Related ideas
This would be great but would have to be done after it's invoiced.
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.