Boards

Improvements

Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.

Ecommerce configuration: being able to choose if you want the contacts created to be a company type or a person type

It would be useful for the integration of Prestashop, Shopify, WooCommerce and Amazon.

In the integration with Shopify, you can differentiate orders that come from different sales channels

Currently, Shopify manages both orders from the online store, as well as from the POS and other sales channels on the same order backend. It would be useful to be able to differentiate the origin of these sales within Holded.

Import refunded WooCommerce orders as amending invoices

Create rectifying invoice automatically when the order status in WooC is “Refunded”

Be able to automatically import corrective invoices from Amazon

Add due dates on the configuration page

Add the ability to set expiration dates on the store settings page.

Discounting pack product stock in the Shopify integration

Discounting stock of pack products when importing orders from Shopify when they contain the same SKU as a Shopify product.

That the payment method used in e-commerce appears in the generated document

That the documents show up somewhere the Shopify/e-commerce payment method and not just the Holded bank associated with them.

Allow importing Amazon orders as 'sales orders'

Currently it can only be converted into an invoice, ticket or delivery note.

WooCommerce: Don't use WooC “First Name” and “Last Name” in “Company Name” in Holded

When the “Company” field is empty in WooCommerce, Holded will use WooC's “First and Last Name”, and when the “Company” field is complete, only the WooC “Company” field will be used as “Company Name” in Holded.

Being able to manage Product Packs in Woocommerce

Being able to integrate packs and discount their stock with the Woocommerce integration

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