Needs: documents and print
29 needs under 5 topics. All areas.
Topics: Receipts · Print layouts and labels · Approvals · Numbering and checks on save · Your own records, fields and buttons
Popular in this area
- Extra fields on a purchase order and its lines, a goods receipt, a stock transfer, an expense or the till close — Ready, with limits (1)
- Purchase orders or transfers over an amount need approval — Ready, with limits (1)
- A receipt with our logo, tax number and address, a line per VAT rate, in a second language — Ready, with limits (5)
Receipts
| The customer asks | Verdict | Door |
|---|---|---|
| The final receipt printed while the till is offline | Not yet | Request |
| A gift receipt with no prices | Ready | Configure |
| Our address, tax number and returns policy on the receipt | Ready | Receipt settings |
| A receipt with our logo, tax number and address, a line per VAT rate, in a second language | Ready, with limits (5) | Manifest |
| Reprint a receipt for a past sale | Ready, with limits (1) | Configure |
| Send the customer the receipt on WhatsApp | Ready, with limits (2) | Receipt settings |
| Show more of the item's own details on the receipt | Ready, with limits (1) | Field rules |
Print layouts and labels
| The customer asks | Verdict | Door |
|---|---|---|
| A layout of its own for each of a few distributors' invoices | Ready, with limits (5) | Manifest |
| Print shelf labels from the till | Ready, with limits (1) | Label layout |
Approvals
| The customer asks | Verdict | Door |
|---|---|---|
| The approver must give a reason when rejecting a purchase order, and it is kept on the document | Ready, with limits (4) | Desk action |
| An e-mail at each approval step with the purchase order's PDF attached, and the uploaded CSV | Ready, with limits (4) | Configure |
| Each store's purchase orders or transfers are approved by that store's manager | Ready, with limits (1) | Configure |
| Fields cannot be changed once the document is approved | Ready, with limits (1) | Save rules |
| Only the receiving store receives a transfer; only a supervisor cancels it | Not yet | Request |
| Purchase orders or transfers over an amount need approval | Ready, with limits (1) | Configure |
Numbering and checks on save
| The customer asks | Verdict | Door |
|---|---|---|
| Check a limit (an item's maximum discount, say) against the ceiling only when someone sets or changes it, not on every edit of the record | Ready, with limits (3) | Event feed |
| A code must follow our pattern | Ready, with limits (1) | Save rules |
| Documents numbered our way | Ready | Configure |
| A field filled in from other fields when the record is saved | Ready, with limits (2) | Save rules |
| A field must be filled when another field holds a value | Ready, with limits (1) | Save rules |
| A purchase order blocked by data our ERP holds; a goods receipt checked against the supplier's terms | Not yet | Request |
| The same item or code may not appear twice in one document | Ready, with limits (1) | Save rules |
| When a new item is first saved, the user confirms that batch and expiry are on and the item is linked to its parent | Ready, with limits (5) | Save rules |
Your own records, fields and buttons
| The customer asks | Verdict | Door |
|---|---|---|
| A button on a record that rechecks stock in our ERP or assigns a pick route | Ready, with limits (1) | Desk action |
| Extra fields on a purchase order and its lines, a goods receipt, a stock transfer, an expense or the till close | Ready, with limits (1) | Manifest |
| Keep each customer's prescriptions in iVendNext | Ready | Manifest |
| Keep our own records, such as a warranty register, in iVendNext with their own screens and print formats | Ready, with limits (1) | Manifest |
| Keep the controlled-drug register the law asks for | Not yet | Request |
| Optical lab orders tracked in iVendNext and sent to the lab | Ready, with limits (1) | Manifest |