Citrus-Lime Backoffice

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.

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.

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?"

Having the ability to completely remove items from the database would be incredibly useful. At the moment, I have resorted to creating a category called “Archived”, this still comes with drawbacks. The items remain searchable, contribute to database clutter reporting, and slow down what should be simple day-to-day processes. Unfortunately, this is somewhat inevitable in an ever-changing industry where products, SKUs, and supplier data are constantly evolving. Being able to fully remove an item would allow us to keep our data clean and significantly improve efficiency across the system. Having ILC's that are not needed or will never be used again is unnecessary I understand there may be technical or reporting implications behind the scenes as to why removing items is disruptive to how Citrus Lime operates. If full deletion is not feasible, an improved archiving option could be a strong alternative. Ideally, this would allow an item to be archived “as is, fully hidden from daily use, searches, and workflows, and only accessible via a cloud report or dedicated archive view, with the option to restore it if required. This would ensure all historical data Citrus Lime relies on remains intact, without it getting in the way of active operations. When restoring an archived item, if the ILC or associated data is already in use, it would be extremely helpful to have the option to merge with an existing item or amend the data before continuing. I believe either of these options would have a genuinely big impact on keeping databases clean and improving overall usability.

Can you include the PaymentMethodVariant Column when using the View Transactions export tool in CitrusPay Payouts

If a transaction is rung out using a deposit, there is no way to refund the customer to their credit card when processing an exchange or return. Refunds can only be issued by cash or check. Specific situation: Parents (“Santa”) ordered the wrong size bikes. The bikes were picked up at a later date, so the final transaction wasn’t completed until pickup. After Christmas, they returned to exchange the bikes for the correct size. I was unable to refund the price difference to their credit card because the original payment was tendered as a deposit. The system only allowed a refund via cash or check. I assume this is the same situation when processing a full return. This created an awkward and difficult situation, as the customer understandably expected the refund to be returned to their credit card.

It would be great to be able to see who sold products to the customer when viewing the purchase history through the customer record.

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?