Feature Request for PO item organizing

niwo

Hi,

I'm trying to add or remove quickly items, but it's very painful to do it.

The adding window is a bit small to navigate, that's why I've decided to add all the products and afterward removing quickly those items that I don't need.

Sadly it's not possible to "X" them out or even select the one I don't need for removal.
Updating the cost of many items to the new price, after cloning the PO, is also not possible.

Would be great to improve the workflow while creating the PO.

Regards 🙂

Salva

Hi niwo

Are you using the Purchase Orders PRO add-on or the free version, please?
The process was already improved a lot in the PRO version. And you can send the PO to your supplier directly from the PO.

Best Regards,
Salva.

niwo

Rearranging the items via drag and drop will be a great feature to have.
My supplier should get a PO with an ordered view of the products for his own process.

Regards

niwo

Yes, I'm using the Pro version.
Even though the process was improved, the features I mentioned weren't visible. 😛

Now I've received the order partially, but there is no documentation or video tutorial for adding the received items to the warehouse.

How to achieve this?

Regards

niwo

Ok, I've figured out how to add the items to the stock. 😛

Salva

Hi niwo

Good to know that you finally figure out how to do so.
FYI, it's everything described in the documentation:
https://stockmanagementlabs.crunch.help/en/atum-purchase-orders-pro

Best Regards,
Salva.

niwo

I couldn't figure out where the info is.
I've seen the doc, but couldn't find it quickly enough.
And still can't find it.

Regards

Salva

Hi niwo

Please read this specific article:
https://stockmanagementlabs.crunch.help/en/atum-purchase-orders-pro/po-deliveries-1

There is a button "Add to Stock" that was added for that purpose.

Best Regards,
Salva.

niwo

Hi,

the link you've showing isn't available in the list.

Regards

Salva

Hi niwo

the link you've showing isn't available in the list.

It's. Please, note that there are buttons to expand articles that are hidden by default 😉

There is another feature Request I want to make.
At this point, I'm trying to add an invoice from my supplier to the "PO Invoices" field.
In order to upload the invoice, I have to choose all the items, that are related to that invoice.
I've done this work already with the delivery that includes that invoice.

You have this button on the "Add invoice" modal to add all the pending delivered items at once:

But it would be a good improvement to be able to add all the items from a delivery at once to an invoice, indeed. I'll note it for a future version.

here are 3 videos, each 5 min, to explain the issues I have with PO pro.
Those issues are causing some confusion and time waste when trying to work quickly.

Thanks for your detailed feedback.
FYI, there are things you mention (like editing delivery names) that are already possible. Please, read the article I mentioned in my last message in full as it's described there how to edit a delivery once is created...
Another things you mention we don't plan to change them for now as we've tried to follow the same UI as WordPress and WooCommerce are using for meta boxes and we always use to follow their UI logic and appearance (in this case is very similar to the WC Orders UI) so our users are familiar with it and don't break the WP admin style. But will have into consideration all that you said for a future version.
Regarding the delivery items ordering, invoice items ordering and order preservation (now it's just temporary and don't affect the order for the PDF file, etc), I think it's an interesting improvement too.

Best Regards,
Salva.

niwo

There is another feature Request I want to make.
At this point, I'm trying to add an invoice from my supplier to the "PO Invoices" field.
In order to upload the invoice, I have to choose all the items, that are related to that invoice.
I've done this work already with the delivery that includes that invoice.

I couldn't find any button to include all the items from that delivery.

Regards

niwo

Hi,

here are 3 videos, each 5 min, to explain the issues I have with PO pro.
Those issues are causing some confusion and time waste when trying to work quickly.

Please keep in mind, that PO pro is a great plugin and the work that is done on this plugin is already amazing!

Video 1: https://www.loom.com/share/d75bbaa6bd40498cbbaadcc2014f022d
Video 2: https://www.loom.com/share/ab380825f8164c7bbedccf70d70dff00
Video 3: https://www.loom.com/share/5257b4b439c545d2aa90c9914fa072d0

Regards

niwo

Hi,

Salva It's. Please, note that there are buttons to expand articles that are hidden by default 😉

Oh, this option wasn't visible enough for me. It's too tiny.
The person who is responsible for the UI on the website or the APP should consider checking the UX again because there are some elements, that aren't visible to the human way of scanning through the website or the plugins.

Salva But it would be a good improvement to be able to add all the items from a delivery at once to an invoice, indeed. I'll note it for a future version.

Would be great to have.
Thanks. 🙂

Salva FYI, there are things you mention (like editing delivery names) that are already possible.

I'll invest more time to go through the DOC. 🙂
But in some UX cases, like changing the name of a delivery, this shouldn't be so hard, that it requires studying the doc.
People are used to some UI standards and ATUM is applying those in some cases, but not everywhere, which can cause confusion.

Salva WooCommerce are using for meta boxes and we always use to follow their UI logic and appearance

This is great, but only if it will not make things harder for the users.
The users care most about a great UX that is leading to a fast workflow without being hindered and not a WC logic that is still lacking UX standards.

Also, ATUM is already having there own UI and UX, so why not have the WC UI standards as a base, but improve on top of it?
It already feels like that, but just not as expected in some UI elements or workflows. 🙂

Salva Regarding the delivery items ordering, invoice items ordering and order preservation (now it's just temporary and don't affect the order for the PDF file, etc), I think it's an interesting improvement too.

This would be amazing to have.

At last, ATUM is already great and I hope it will get better with time.
I expect a lot of improvements. 😀

Regards

Salva

Thanks for your kind words niwo
We'll keep improving ATUM, for sure 😉

niwo

Hi,

I'm experiencing another workflow issue on my side.
My supplier is a bit messy with the delivery. I got products that are not on my list and some I haven't received, because he doesn't have them currently in stock or they are canceled totally.

Now I have to adjust the PO to the current state.
With ATUM this is possible because I can add or remove items from the main list, to get them into the delivery list.

However the invoice from my supplier isn't correct, so I have to send him a list of the items that have been actually delivered.
BUT there is no option to print a PDF of the delivery and no button to send it to the supplier.

I guess this would be a great feature request.

What do you think about it?

Regards

Salva

Hi niwo

This seems very specific for a single-use case. So, if enough users have an interest in that, we would consider adding it to a future version. But if you really need this soon, I'd recommend you find a developer to assist you with this customization.

Best Regards,
Salva.

niwo

Hard to believe that my case is unique.
People make mistakes by nature and I guess, that most users are not aware of reporting and making a feature request.
Laziness or being overwhelmed is a reason to use other ways, like calling the supplier or using WhatsApp.

However, how may I make people aware of it and let the discussion go on this topic? 🙂

Regards

Salva

Hi niwo

This is the only channel we have for suggestions at this time.
Anyway, please note that just by the fact of having 2 or 3 users interested in a new feature, doesn't mean that is going to be developed in the short term.
If you need any customization asap, I'd recommend you find a developer to assist you with it.

Best Regards,
Salva.