Recalling Orders when adding customer to sale | Voters

Recalling Orders when adding customer to sale

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Michael Porraro

When adding a customer to a transaction. It should prompt the user with a window to recall any possible open, pending transactions associated with the customer record.

This could also be used to potentially combine Workshop jobs when a customer has multiple bikes in for service.

March 26, 2024

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Suzy Weightman

marked this post as

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Hi all, 
We're going to make this change so when a customer is set in the POS we'll show a dialog notification if the customer has open orders.
I expect this to be in the July release of Cloud POS - I've linked our work item so you'll get notifications as this progresses. 
Thanks, 
Suzy

Katie Bolton

Is there an update on this?

Would love to avoid the attached picture. When multiple people in the shop, no one realizes there is already a workorder open for the customer. Now I either have to ring out 4 different transactions OR go through and combine into one. IN FRONT OF THE CUSTOMER...... This is the most insanely embarrassing and WASTE OF TIME. Why is this not a priority?!?!?!?!?!?!?!?!

Suzy Weightman

Merged in a post:

when selecting Customer, please show Info about open Suspended Transactions of these

Heike Erdmann

Would be great to get an Information (Pop Up) about open Transactions of a Customer if I want to add these to POS

December 5, 2024

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