Sales Register: Add additional columns

Zoranf

Hi guys, I have been on the forum and noticed my idea was first presnted in 2013 by another user and repeated nearly 20 times.

I struggle to understand why you cannot add/modify the fields in the Sales Registry Window.

Account Right is designed for variances in business workings and cannot always rely on a set window for staff to work around. Our business requires (as do others it seems) to be able to (at a glance) pull up invoices based on other criterias in the fields.

We have a requirement to add a field (or can modify an existing field) to enter a customer number as this is the only way we can identify the order, otehrwise it adds 3 minutes to the query. We have found a work around by placing this number into the purchase order number field and modified the tax invoice and delivery dockets to reflect this, but not a good way to do this.

Could you please review this idea and give some importance to this request as it has been around for over 4 years and others have had to find a work around.

Zoran

"Sales Register Window Customising"

Jayde1

Jayde1

I think it'd be a great idea for users to be able to personalise the columns shown to them in the sales and purchase registers. e.g. add in the column that shows an invoice due date, journal memo note, even the invoice/sales description. take out columns that you don't need.

I know we can do this in reports but not all users need to run reports and the registers provide the info needed for general tasks.

Butch_Dixon

Currently using BI4Cloud and thoroughly recommend it.

But we have multiple users and it would be so handy if we could have the option of just adding one column of our choosing to the Sales Register.

I understand the limitations of Accountright, but the addition of these small variables open up doors which make Accountright so much more useful - and therefore eliminates the need to upgrade to a more advanced product.

For example we use the Cust PO No. field for courier tracking numbers. This has been really handy for our sales team when handling inquiries. But Starshipit doesn't communicate with this field. We could use the comment field, but that does not display on the Sales Register.

dOrepast

I would like to add a column to the sales register window too. Has this issue been resolved since this post? If so, please advise how to do this.

Thanks

Heidi

SalesEurovap

Hi Guys,

It would be great if we had the ability to add further columns to the Sales Register based on fields from the Sales Invoice.

Eg. Salesperson, Journal Memo Fields or the "Ship to" Field name...

We invoice out to a "parent company" and ship to another "child" branch but details available in the sales register only show the "parent company". We change the Journal Memo Field and Salesperson Field (Work Around) on each invoice to reflect the branch that we have sent to.

This would allow you to see the Parent Company that was invoiced and the Child Company sent to which would be great.

Surely other companies are in the same boat as us?

Thank you.

DazzaB

Hi

If you manage to get them to add the ability to add or customise any columns in any onscreen report/sales /purchase then please let me know how you managed it

I have been asking for column customisation for all onscreen entities for about 15-20 years and so far ZIP has been done

So best of luck

Darryl

ps

Great idea but I dont think they have the programming skills to do it

DazzaB

When will myob allow the user to pick what fields are required in the onscreen display for

1. sales

2. purchases

3. auto ordering

and probably most of the other screens as the fixed ones are only half usefull as you are constantly going to the parts card to find the rest of the information that you require

Dont they realise that every business is different and that what works for one doesnt for another

Even within a business different people could require customised arrangements of sales/purchasing/ordering etc to make their job more efficient

Hope this gets some traction and something done soon

Darryl

nqbc

Yes agree

I have to put details at the end of my Purchase order number to help provide details on which job is which and addtional

Notes or Memo column would be very useful

PAKJOIN

I would love to be able to customise this screen.

Remove columns and add additional information as a form of sorting sales into relevant information like, Sales Department (we have 3) and Job Number.

Ally_IHG22

See attached file to show what my suggestion is.