Citrus-Lime Backoffice

In the order actions tab there is only the option to send proforma invoices via SMS. I would like to be able to send via email as well from this tab. It is a much slower process to download, save and email manually.

We put the key number for e-bikes into the SN#3 blank. Occasionally bikes are sold without us entering that piece of information in. It would be awesome to be able to correct that mistake after the sale. Probably an admin only level function.

The text descriptions on some of the buttons in the Order Actions popup window do not best match what they reference. The Order Notes button opens a popup window titled "Customer Communications". The button text should reflect that. The View/Edit Order Comment button opens a popup titled "Order Comment" which technically allows editing of the _Receipt_ Comment field. It's a small distinction, but the user should be aware that anything recorded here will be visible to the customer, as opposed to the Order Notes, which are hidden from the customer. Finally, perhaps the ability to add an Order Note (that's timestamped when recorded), should be moved from the Customer Communications popup, since it's not technically a communication _with_ the customer. It feels like it makes more sense for that functionality to be included in the Order Comment window, and structured like Special Order Details popup in the POS, where there's a clear distinction between the Receipt Comments and Order Notes.

On several occasions, an incorrect serial number has been recorded or a name is left off a transaction. When I find these errors, I need to the ability to go in a correct the mistake. Additionally, when a battery is warrantied, I need to remove the serial number associated with the person's record and put in the new serial, so that I can always see what serial number they have. Yes, I could just make a note in the customer account, but that doesn't correct the actual backend data, which means that when I run the serial number report, it's not accurate. Or if I run the Who Bought What Report, its not accurate. As the owner of the business, I need the authority and ability to correct the backend data when I find mistakes.

We've begun moving items to offline inventory as they might not be OK to display on the website - returns, open boxes, etc. Stuff we have no problem selling in store but haven't had the ability to create separate items for yet (see QBP example pic) and we still need to figure out how to put a UPC on it. In moving these to offline we now aren't able to see what we have in inventory that we are OK with selling in person. Floor models also pose an issue. Example - for larger items like auto racks we wouldn't want to disassemble and re-box a floor model for a web sale. We have no problem selling an item that hasn't been unboxed. We would of course sell the fully assembled floor model in store but need to know that it is in inventory. Perhaps 2 categories of offline inventory could be made - available for sale and do not sell?

Allows client to review the work order and have questions ready when they come in to pick up their bike.

My clients like know how what portion of the work order was labor.

I know a new back office is on its way so maybe this request is moot but I think it would be really handy to get an at-a-glance version of the current days sales on the Back Office home page. Something similar to the 'Dashboard' card on the POS page. I was in a position where I wanted to quickly asses current sales data while not at our shop (particularly on my cellphone) and its a but onerous to achieve without loading up the entire pos page.

Currently it seems like mailchimp utilizes the ecom data alone to build audiences. Allowing that integration to utilize customer reports and the workshop module would make the integration far more beneficial to shops that want to expand their email marketing. Building audiences with "who bought what" report Audiences utilizing customer rewards reports, especially around planned sales/double points weekends, etc top customer reports, offering specials, additional incentives, customer appreciation, etc. workshop audiences for firmware updates on ebikes, service bulletins and warranties