Record of Cancelled Special Orders

RnRRnR Posts: 2Member
edited January 10 in Products & Inventory
Hello,

We are in the process of moving from Onsite to Retail, and getting used to the new workflows. One item we have noticed is there appears to be no record of cancelled (deleted) special orders. Imagine we go through the following process:

1)Special Order Created 2)SO Added to PO  3)PO Received 4)Called Box Checked on SO linked to PO

At this point it is possible that the customer comes in and the item ordered is tried on but not purchased and then put into inventory. I see that a record is created for this in the item's history, but I can't see where the cancelled special order appears under the customer profile. It seems that the special order is simply deleted from the customer record.

It would be helpful to be able to see which special orders had been cancelled (and track a reason why: item unavailable, didn't fit, etc) rather than have the SO disappear from the customer record. Are we just missing something? 

Thanks for any advice on tracking cancelled special orders. 


David


Answers

  • RnRRnR Posts: 2Member
    A little followup:

    We did just discover the "Inventory Change Logs" built in report, which will show all cancelled orders along with the customer name. It would still be nice to access that data from the customer record. 
  • AhmedRachediAhmedRachedi Posts: 22Member, Lightspeed Staff Lightspeed
    Hi @RnR ,

    I went through the same steps you described above and you're absolutely right.

    While it's not possible for the moment to access the Cancelled Special Orders through the Customer Profile you should be able to sort the Customer column in the "Inventory Change Logs" report alphabetically by clicking on "Customer" at the top of the column.

    As a side note, you can submit your idea of having this information visible on a Customer's page on Lightspeed Ideas. This page allows users to make suggestions directly to our Product Management team.

    We always like to hear from Lightspeed users as you are directly impacted by Lightspeed's features and workflows, and have a great perspective on how to improve them as well as indicating which features may be beneficial in the future.

    To submit your Idea:

    1. Go to help and click on suggestions and ideas
    2. Start typing your idea for Lightspeed. (Please keep ideas to one topic at a time so that we may promote discussion around this idea and update the status accordingly.)
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    4. If your idea has not already been posted, you will be able to click 'Post a New Idea' and provide details and a workflow in which your idea may be used within Lightspeed. Other users will also be able to discus the idea with you and how it may be used in their business.

    Ideas will have their statues updated once they are being reviewed, planned or completed.

    We strive to make Lightspeed the most intuitive and useful POS platform available, and we thank you for your participation in the improvement of the software. Many factors contribute to the evolution of Lightspeed, and the input of our users is among the most important.
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