Hi all
I'm just writing to give a little bit of feedback, and see what else other's are noticing regarding the new Purchase Order Experience that is available for Early Access. I wanted to give more direct feedback through the feedback box I found directly through the platform, but they don't seem to have an option to submit said feedback without committing to uninstalling the early access, I don't want to fully give up on testing it out over my feedback ๐
. So far, the changes have felt good, the ui looks nice, I haven't noticed any features missing, however I do have one thing I had really wished to see with the change, and one BIG thing I don't like with the new workflow.
I'll start with the more mundane/easier to implement change. I do NOT like that when you get to the point of receiving items in through a PO, the column for quantity received is filled like every single item per line came in, because more often than not in my business shipments are split due to backordered items or split shipments. It's not necessarily the end of the world to me to need to change the items not received to 0, but the fact that that is necessary introduces an opportunity for items to be marked as received in error, whereas the prior experience felt a lot smoother. I did not mind it being a dedicated window per item, defaulting to all of that item as received after I selected receive item by line, the only error in that case would be selecting the wrong item (mistakes happen ๐) or failing to denote a partial shipment of a line item. All that would be necessary in my pov to remedy this is just changing the received columns default values to 0. A button to mark all as received (by line OR by entire po) is a nice bonus to match the features the prior experience has, but I don't know what that looks like on the dev end.
The trickier option I had hoped to see with the change, the ability to add fees (for example, shipping) BEFORE the receiving items step. We have many opportunities in our acquisitions process where it would be handy to have the ability to add this information beforehand. It is not uncommon for us to see the invoices with shipping as (or even sometimes before) a purchase order ships from a vendor, it would be SO handy to be able to add and distribute fees to the whole order, and especially to specific items (many bigger or heavier items are deemed "freight intensive", and thus subject to fees for that specific item) before the shipment ever arrives to our location. The workflow to date has us either cramming this information in the little notes box on our Square PO Screen (bad), or just dealing with them as they appear on arrival (super bad), it seems like it (famous last words) should be an easy win to include this in the edit order screen, I really don't understand why it's in the receive step
That's all the thoughts and what I've noticed so far with the new experience. It could be interesting to hear if there's a reason for these quirks as well from the developer end, maybe I'm just missing something? I'd be interested to hear what others have noticed and what your thoughts are so far with the changes
