Greetings everyone,
I am relatively new to QuickBooks and seeking assistance with certain functionalities that I have been unable to locate within the platform (or perhaps they exist, hence my inquiry here).
Firstly, I am interested in the capability to send out Order Confirmation Emails and Delivery Note Emails (with pdf) directly from the QuickBooks platform, in addition to the standard Invoice. Currently, I find myself having to download these documents manually and send them via email. If such features are not inherently available within QuickBooks, I would greatly appreciate any recommendations for third-party solutions.
Secondly, I am in need of a feature where the Admin can designate orders as "Branded" so that my team members can exclusively view these branded orders within their respective dashboards. They should then be able to process these orders directly from their dashboard. Additionally, I would like visibility in my admin dashboard indicating that the order has been processed by a team member. This segregation of orders would facilitate more efficient processing.
Finally, I have concern regarding managing inventory discrepancies when generating invoices. Suppose I have invoiced 10 products, but only 9 are in stock, with 1 on backorder. Presently, the process involves creating a new invoice which is quite tedious to create a new invoice for this situation. Is there a method to indicate that 9 products have been shipped while the remaining product, which is on backorder, can be separately shown to the customer without the need to generate a new invoice?
Additionally, I am open to exploring and potentially investing in third-party solutions to address these requirements. If you have any recommendations or suggestions for such solutions, I would greatly appreciate your insights.
