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.

That with the Shopify integration, even if the contact is not created, their data will appear in the generated document.

That when the “Create contact” option is unchecked in the Shopify integration settings and the contact is not saved in Holded, the contact details do appear in the generated document.

That the contact created from an E-Commerce order brings the value of Province.

Be able to automatically import corrective invoices from Amazon

Being able to choose which fields I want to synchronize in Product Synchronization with WooCommerce and PrestaShop

Allow you to choose which product fields to synchronize with WooCommerce and Prestashop, as is already possible with Shopify.

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”

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.

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