Search found 28 matches
- Thu Oct 29, 2020 10:18 am
- Forum: Help / How to use AllProWebTools
- Topic: Product unit and sales stats
- Replies: 2
- Views: 1268
Re: Product unit and sales stats
Hi, My company has been using AllProWebTools since 2013, I believe I can answer a few of your questions as I've had to figure these things out as well. To answer your first question in regards to pulling up orders by a certain product within a date range, there's 2 ways to get this and each method w...
- Tue Mar 19, 2019 11:05 am
- Forum: Report a Bug
- Topic: APWT5.0 Bug - New tasks on Dashboard don't show customer name
- Replies: 1
- Views: 956
APWT5.0 Bug - New tasks on Dashboard don't show customer name
This is new within APWT 5, on the dashboard as new tasks come in, you can hit the All filter on the top to show all the new tasks, the clients name that the task is assigned to doesn't show up unless you refresh page, or click on the Dashboard button to load that page again.
- Mon Mar 19, 2018 11:06 am
- Forum: Suggestions / Feature Requests
- Topic: Category Report Request
- Replies: 1
- Views: 1763
Category Report Request
It would be really nice to have a report that breaks down each summed category for varying types of products sold for that date range.
- Tue Mar 06, 2018 12:25 pm
- Forum: Suggestions / Feature Requests
- Topic: Report for types of payments received
- Replies: 0
- Views: 2499
Report for types of payments received
It'd be helpful to have a report that shows all types of received payments, CC sales, Checks, cash, account credit, etc. That way we can monitor what percentage of sales are happening via CC and charges incurred (estimates without having to look at the merchant statement), and also will allow for em...
- Thu Aug 17, 2017 3:23 pm
- Forum: Suggestions / Feature Requests
- Topic: Create a contact, automatically tag lead
- Replies: 1
- Views: 1669
Create a contact, automatically tag lead
When we create a contact, we'd like it to automatically check the "lead" tag, that way when we send out emails to our customer base we don't have to manually add them through exporting and import records box.
- Mon May 01, 2017 12:03 pm
- Forum: Report a Bug
- Topic: Unpaid invoices
- Replies: 3
- Views: 2535
Re: Unpaid invoices
Sorry, it's order 5846
- Fri Apr 28, 2017 4:33 pm
- Forum: Report a Bug
- Topic: Unpaid invoices
- Replies: 3
- Views: 2535
Unpaid invoices
Order 4836 we just had a weird issue. Sent the customer the unpaid order, he went to pay for it online, and it only displayed the State tax, but not the City and County tax, so he total showed up as $514.49, where-as the amount should have been $536.99, he noticed the discrepancy and called us. We r...
- Wed Jan 18, 2017 4:53 pm
- Forum: Report a Bug
- Topic: Beta Test 4.5 bcc'ing to post to customer recoord
- Replies: 1
- Views: 1910
Re: Beta Test 4.5 bcc'ing to post to customer recoord
I've been using this feature on 4.5 for about a month, and it's worked well for me thus far. I've tried inserting the specifically assigned email address from APWT (like you have in the thread) into the CC box through my account within Outlook and it's tied to their record. I haven't tried a BCC yet...
- Wed Dec 07, 2016 2:02 pm
- Forum: Suggestions / Feature Requests
- Topic: Sales Stats Group by Category
- Replies: 1
- Views: 1858
Sales Stats Group by Category
I would love to be able to see my sales stats at the end of the month viewed by product category, along with individual products as it is now.
- Wed Nov 16, 2016 8:45 pm
- Forum: Suggestions / Feature Requests
- Topic: SKU Products Searchable
- Replies: 1
- Views: 1797
SKU Products Searchable
We're looking to utilize the SKU system that's already implemented in APWT, although the SKU field doesn't search when you add a product to a cart. If it was searchable we use a bar code scanner to add each product into the cart.
- Wed Oct 12, 2016 12:44 pm
- Forum: Help / How to use AllProWebTools
- Topic: Voiding an order without voiding the payment
- Replies: 1
- Views: 1977
Voiding an order without voiding the payment
We got into a jam where we processed a non-profit clients order with tax, and charged him on his credit card. Then we created a new order and charged him again on a CC and refunded him with cash. so my books represent 2 charges, where they should only charge one. There's no way to void an order with...
- Tue May 03, 2016 5:41 pm
- Forum: Suggestions / Feature Requests
- Topic: Version 4.3 changed how a contact is entered
- Replies: 3
- Views: 4233
Re: Version 4.3 changed how a contact is entered
Another issue with the new contact screen is that there's not an option to insert a referral, and we can't track our referral tree that way. Is there a timeline on this project? Possibly in release 4.4?
- Tue May 03, 2016 5:24 pm
- Forum: Help / How to use AllProWebTools
- Topic: Memberships using Auto-invoicing, but not autopay
- Replies: 3
- Views: 3887
Re: Memberships using Auto-invoicing, but not autopay
I understand that, but if the order is unpaid due to CC being invalid or expired, the 'membership' will be inactive and won't send them an invoice 30 days later unless you manually make it active again for every client that's like that.
- Mon Apr 18, 2016 8:27 pm
- Forum: Help / How to use AllProWebTools
- Topic: Memberships using Auto-invoicing, but not autopay
- Replies: 3
- Views: 3887
Memberships using Auto-invoicing, but not autopay
We have a few clients who'd like to pay for a membership every 30 days via check rather than Credit Card, is there a way to have the memberships auto send an invoice due every 30 days? Thanks!
- Mon Apr 18, 2016 8:25 pm
- Forum: Help / How to use AllProWebTools
- Topic: Reoccurring orders processing date determination
- Replies: 2
- Views: 3803
Re: Reoccurring orders processing date determination
I also have clients that'd like money to come out a certain day of the month, curious if there's a way within APWT to do that!
- Mon Apr 11, 2016 3:03 pm
- Forum: Suggestions / Feature Requests
- Topic: Version 4.3 changed how a contact is entered
- Replies: 3
- Views: 4233
Version 4.3 changed how a contact is entered
In version 4.2 and earlier you could add a new client and hit 'tab' to enter in each line item, now you have to select each field and click the 'check box'. Is there a feature I'm missing to add clients quickly that I'm not aware of?
Thanks!
Thanks!
- Mon Apr 11, 2016 3:00 pm
- Forum: Suggestions / Feature Requests
- Topic: Tasks - Client Flow
- Replies: 2
- Views: 10257
Re: Tasks - Client Flow
I think this would be useful as well, both upon creating a new task having a "create and go to task" and a Complete and go to client"
- Wed Feb 03, 2016 6:39 pm
- Forum: Suggestions / Feature Requests
- Topic: SKU #
- Replies: 1
- Views: 8568
SKU #
We're looking to add SKU # to all of our inventory, so when we sell product we can scan the SKU # on the packaging and it'll autofill under products, but the product search when adding products to an order doesn't search the SKU field, is this on purpose? Or is their a better way of doing this that ...
- Wed Feb 03, 2016 6:36 pm
- Forum: Help / How to use AllProWebTools
- Topic: Give a customer a credit
- Replies: 2
- Views: 7352
Re: Give a customer a credit
I will try this tonight, thanks for the quick reply!
- Wed Feb 03, 2016 11:01 am
- Forum: Suggestions / Feature Requests
- Topic: Default Tax Preset
- Replies: 5
- Views: 12389
Re: Default Tax Preset
Just to clarify, we change the tax preset from Customer Information to one we've created named Default (Which is 7.4% for State/City/County) every transaction, when you hit Calculate Tax (required before you can hit create order), it calculates and inserts tax about 75% of the time, where as 25% of ...
- Wed Feb 03, 2016 10:46 am
- Forum: Help / How to use AllProWebTools
- Topic: Give a customer a credit
- Replies: 2
- Views: 7352
Give a customer a credit
How do I give a customer a store credit? I see the display amount, but I don't see an option to give them a credit.
Thanks!
Thanks!
- Fri Jan 22, 2016 11:56 am
- Forum: Suggestions / Feature Requests
- Topic: Default Tax Preset
- Replies: 5
- Views: 12389
Re: Default Tax Preset
This feature is becoming more and more crucial, we're running into bugs where you'll select the correct Tax Preset and Calculate shipping/tax and it won't add tax in randomly on jobs, about 75% of the time it works but it seems like that script that runs just fails to run.
- Tue Jan 12, 2016 8:16 pm
- Forum: Report a Bug
- Topic: Tax showing correctly, doubling amount
- Replies: 5
- Views: 21593
Re: Tax showing correctly, doubling amount
Looks like we had the same issue again on order 1514.
- Tue Jan 12, 2016 11:23 am
- Forum: Report a Bug
- Topic: Void Payment
- Replies: 1
- Views: 12498
Void Payment
Hi,
I'm trying to void a payment (order #1492), and it's telling me that a credit card number is required to void payment.
Thanks!
I'm trying to void a payment (order #1492), and it's telling me that a credit card number is required to void payment.
Thanks!
- Thu Jan 07, 2016 4:40 pm
- Forum: Report a Bug
- Topic: Tax showing correctly, doubling amount
- Replies: 5
- Views: 21593
Re: Tax showing correctly, doubling amount
Will do, thanks Paige!
- Wed Jan 06, 2016 7:25 pm
- Forum: Report a Bug
- Topic: Tax showing correctly, doubling amount
- Replies: 5
- Views: 21593
Tax showing correctly, doubling amount
When we apply our tax preset of 7.4%, it shows that it's taxing 7.4% on the invoice, but it's actually applying 14.8% (double) in the total amount. Also, our tax presets are intermittently working, sometimes we have to exit and open the abandoned cart multiple times, select our tax preset before it'...
- Tue Jan 05, 2016 8:37 pm
- Forum: Suggestions / Feature Requests
- Topic: Default Tax Preset
- Replies: 5
- Views: 12389
Default Tax Preset
Since we're using APWT in a retail environment now instead of eCommerce as it was originally designed, we don't check in our customers with a physical address (it would take too long, and tax tables wouldn't represent them correctly if they're not 80525); could you add an option to select a tax pres...
- Mon Jan 04, 2016 5:33 pm
- Forum: Suggestions / Feature Requests
- Topic: Contact name in All Tasks View
- Replies: 1
- Views: 4053
Contact name in All Tasks View
As we're working on 40-50 client jobs at a time, it'd be very helpful if we could see Contact name under the All Tasks view and use that as a filter, especially as many of the tasks' subjects are going to be very similar.