Citrus-Lime Backoffice

Can we have Dynamic Discount pricing for Kit items, that maybe could be set at options such as a % discount or a % margin, for example if the customer buys a kit the customer can get a discount. this can currently be done manually but if price of the kit items fluctuate you would have to manage this manually which is extra work and would be easily be forgotten about.

Would it be possible to view the files sent in customer communications? Mainly the Statement sent in previous months in this instance, it would be helpful to be able to see what a customer is looking at and would help in sorting queries.

Cloud Reports have the red light/green light system that helps to draw the users attention to areas that need attention - for whatever reason. If Backoffice has a feature that immediately highlighted items that don't have cost pricing entered - from Purchase orders, goods in, or even the item card - that would he helpful in making sure that there are at least visual barriers in place to encourage complete data entry. Potentially even a confirmation box when and if you are receiving a PO: "You are about tom receive one or more items without cost pricing captured, are you sure you want to continue?"

Current Situation: Currently, all sales and revenue from CitrusLime post to QuickBooks as a single “Merchandise Sales” account. QuickBooks only reflects what is posted over from CitrusLime, and CitrusLime typically sends summarized (net) totals rather than full transaction detail. Because of this, QuickBooks doesn’t show a clean breakdown of bikes vs. accessories vs. service, and discounts also do not appear as separate line items the way they do in CitrusLime reports. Our bookkeeper is spending way too much time reclassifying the sales in QB, when if the interchange were improved, the data would consistently come across into QB with summarized by Department. The lack of full integration is driving a cost to me downstream from CL and I'd like to avoid additional costs. This problem occurs for all the Pedego dealers, but I'd assume it occurs for every bookkeeper. Impact: At the end of each month, we manually have to reclassify those sales into their appropriate categories — such as Bikes, Rentals, and Service — so that our QuickBooks financials align as closely as possible with the reporting in CitrusLime ... or Modern Secretary has to do it (and charge more because of it). While workable, this adds a significant manual step and introduces room for error, as well as additional bookkeeping costs. Request / Recommendation: Would it be possible to enhance the integration between CL and QB so that sales are posted to QuickBooks already categorized by department (e.g., Bikes, Rentals, Service), rather than as a single consolidated merchandise account? This would significantly reduce manual reclassification work and improve financial accuracy and efficiency for shop owners. We truly appreciate the tools CitrusLime provides and offer this feedback in the spirit of improving usability for real-world retail operations. Thank you for your time and consideration.

Customers often surprise us by mentioning that they actually have insurance for their bike, which covers the costs of the job. Depending on the job, there can also be different addresses within the same insurance company that need to be listed as the client on the invoice. So far, I haven’t found any way to change the billing address from the customer to the respective insurance company, which means we have to rewrite the entire job from scratch. These are usually jobs with a larger number of items, and this naturally takes time. It would help us a lot if we could simply replace the client on the job.

In ecommerce, the dashboard shows a list of task items akin to "you have this many items of current season inactive on ecom" and "this many items of current stock not active on ecom". A similar list of task items in backoffice would be really helpful for data hygiene and efficient workflows you have this many items without cost prices this many items have been updated on SIM in the last 24 hours this many service reminders are being sent today this many items with only one week cover this many items with negative stock Could be more potential alerts to this end - but the point is to provide a bit of a reflection on the data health and and predictive level to the system.

Hi, the Kit creation is great for single child items, but we'd also like to sell groupsets this way. Groupsets have various items in different sizes e.g. a chainset length of 165mm/170mm/172.5mm and these all come with different size chain rings 11-30 11-34. if we could add groupsets that would be great, these can be high margin and high value items (£1000's!) we currently have to do it manually so sizes get missed and it takes longer to create

The existing feature is excellent: when an item is imported from SIM and is available from other SIM suppliers in my database, those suppliers are automatically added to the item card with the correct supplier numbers. This saves a huge amount of time. What would be a great improvement to this, would be when any new suppliers become available on SIM, if I then get that supplier added to my database, it will automatically add that supplier to the already existing item. For example, I might stock a SRAM item from QBP and JBI, both of which are already active SIM suppliers, so I import the item from one of them. I also get the item from SRAM directly. If SRAM later becomes available on SIM, it would be great if SRAM were automatically added to the existing item card. At the moment, this requires going back into SIM import and re-importing the item purely to add the new supplier. Is this something that would be possible at all?

this was a an issue with the old backoffice and i can only assume somebody forgot to do it in the new backoffice, can we have the inactive items by default not shown, if i wanted to see them all the time we would not have made them inactive. https://citruslime.canny.io/citrus-lime-backoffice/p/hide-inactive-items-by-default