Feature Request: Change customer on layaways/special orders/quotes

ngilsonngilson Member Posts: 41 ✭

Hey LightSpeed Team:

It would be incredibly helpful to be able to change the customer on a layaway, special order, or quote. Currently, the only way you can change the customer (per tech support) is after the sale has been completed. While I suppose this is better than nothing, it creates potential havoc if the original customer and final customer do not share the same tax exempt or discount status. It has been suggested that just creating a transaction under the final customer is a solution, which while technically correct, is a monumental waste of time, particularly on large transactions (think 30, 40, 50+ items), when simply changing the customer as we could easily do in OnSite would be much simpler.

An example of a transaction we just encountered. We have a quote for a local high school for approximately 30 cameras, bags, cards, lenses, etc. We have ordered everything in, and now are ready to invoice it, but have been told that we need to invoice it under the school district, rather than the school. Sometimes it will be a school purchase, sometimes a school district. If we could simply change the name on the existing order, it would be a 30 second fix. As is, we need to duplicate everything, which is a colossal waste of time and energy.

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