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  1. Assign Sales / Account Owner to New Customers and Orders

    When a new customer or order is created in StoreFeeder, it would be very useful to have an option to assign a specific person/team member as the person who acquired or manages that customer.

    For example, each customer or order could have a field such as “Sales Owner”, “Account Manager” or “Customer Acquired By”. This would allow businesses to clearly track which employee brought in the customer, who is responsible for the relationship, and who should handle any follow-up.

    This would be especially helpful for companies where multiple salespeople, account managers, or departments are involved. It could also support reporting,…

    1 vote

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    0 comments  ·  Customers  ·  Admin →
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  2. Add payment terms for customers to be pulled through to invoices

    It would be good to have the ability to set payment terms for customers which pull through to invoices.

    1 vote

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  3. EPOS add customer name instead of person making the order

    When taking payment for Goods over a trade counter have the ability to Enter a Name (Customer Name) so they have a personal receipt and we have a record of what item they have purchased.

    Currently the username of the person signed into Storefeeder gives no permanent record and some businesses that purchase from the Trade counter require a better solution that us writing their company name on the receipt so they can put through their accounts and reclaim VAT

    2 votes

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    1 comment  ·  Customers  ·  Admin →
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