Citrus-Lime Backoffice

Currently when talking to CitrusLime support, if we need to send a screenshot, we have to first save the image, then upload. on the previous live chat implementation you had, we could paste images directly into the chat window this would be an awesome quality of life improvement and would speed things up as well as decluttering our computers of screenshots images that we only need once. do you have anything in the pipeline for this? Thank you

It would be nice to see margin when editing the sale price on an individual item, as you edit the sale price. Ex. Item > General > Sale Pricing

Some additions and enhancements to our SMS functionality will help to modernize the feature. Promotions: Ability to send out mass texts to multiple numbers to present a sale, event, etc. Automations: Replicating the service reminder email during the sale of a bicycle - presenting a timed service reminder for a break-in check. Post sale opt-in text with a review link for the customer to provide a review for their experience or the business as a whole. Rewards based automatic text to those who have accrued a certain number of reward points, or based on a number of weeks with unused points.

The built-in Communications Templates for Booking and Service Reminders include a handful of variables: {{CustomerName}}, {{StoreName}}, {{ServiceItemName}} to help customize messages to customers. Could these be added for use in user created templates? And could we get a variable like {{OrderItemName}} included? We often have customers that will order multiple parts for bikes, or car racks, and these items can arrive separately. Contacting customers by email or text saves us time, but not if they end up calling to confirm which items have arrived. Being able to customize their message with the info on the product they ordered would be super helpful.

When auto-generating Purchase orders for Customer orders or re-orders, could we get the ability for the supplier with the lowest cost be chosen, and not necessarily the supplier checked as "Primary"? This could be implemented at the item level, by having a checkbox that instructs the primary supplier to always be the one with the lowest cost. And of course, we should be able to bulk edit this option via a wizard.

It would be better if Order Status reasons were customisable like other reason codes so that we can adapt these to work to our own internal processing and way of working. I am referring to the status on customer order drop downs. We use drop downs to signal orders at certain statuses however the configured term used is not accurate. We "just know" that we mean something else..

Currently there is no way of tracking how postage charges effect margin. Some bikes (or orders) always have a carriage charge against them. It would be useful to have a box where the postage cost could be entered and then averaged over the items on the order.

I would more comfortable if the items linked to SIM didn't have their descriptions changed automatically. We routinely change item descriptions so it's easier for staff to find and also so it make some sense on the customer receipts etc. I'm struggling to see the need to have descriptions change automatically. It wouldn't be so bad if the descriptions made sense but most of the time it's nonsense anyway. I see the benefit of pricing updates but I don't want it to mess up my descriptions. I generally switch off this feature when I remember but of course, if you import something from SIM then this feature is automatically enabled.

We stopped using this 3-4 years ago due to it being unreliable (by admitted by CL at the time) which I believe was largely down to the information being fed to CL from the product feeds. The problem we had was simply that it would mark items as obsolete or do not order that weren't supposed to be marked as such. What I think would help me regain confidence would be if we could properly preview the changes it is going to make ie if it could present a line by line list with product codes and descriptions with the option to check a box or remove an item that you didn't want removed for whatever reason. I think this would allow us to query items before marking them obsolete.

Would be great to have the ability to freeze the first column or two as I scroll to the left and right through the wizards. I find myself having to expand the window size across 2 monitors to be able to see what I'm doing. Obviously I can get rid of columns to make it more manageable if I'm able to.