Continuing discussion from : Need reports / filters by shipping method... suggestions welcome!
Our partner user Alter-Conso need the employees managing distributions to see which customers have a negative running balance so that they can ask them to put money on their customer account (they work on advance payment basis) and collect payment on the pick-up point they are managing.
They need to filter orders information per pick-up point as an employee will be on a given pick-up point and will collect money only from those customers. As suggested in the precedent discussion if we create the new concept of “delivery place” then we can enable on the “order” list:
- to add columns to see which delivery place an order has been passed on
- to filter results by delivery place (so the employee on pick-up point X can filter for this pick-up point and only see the results he needs to collect payments from customers)
Also to enable them to see which customers have no money left on their account, we can enable them to:
- add a column displaying the current running balance of the customer for the given distributor hub
- filter results to display only the orders corresponding to a customer who is already in debt with the hub (=has a negative current running balance) so that way they instantly know who to ask money.
Ping @Kirsten @lin_d_hop @sstead