Support » Plugin: WP ERP - Complete WordPress Business Manager with HR, CRM & Accounting Systems for Small Businesses » Service type requires “Vendor”? & sales Inv not avail to client

  • Resolved tipat

    (@tipat)


    Noticed when creating a new service type product, it requires “vendor”.
    This should only be required when its a product and not a requirement for self-services.
    Unless there is an option for vendor “self” if such a data point is needed.

    Also – Created a sales invoice, see it pending for payment, then when client logs in to his own dashboard, does not see an invoice to pay (its empty). Any ideas what I am missing to enable?

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Support Mehedi Hasan

    (@thebengalboy)

    Hello @tipat

    A product needs to be assigned to someone, and hence, we made the vendor a required field. Yes, we are concerned about that and a self option will come for the service and product that you are producing yourself. We are working on this.

    WPERP doesn’t have any client portal for accounting invoices. I’m not sure which one you are referring to?

    Thanks

    Plugin Support Mehedi Hasan

    (@thebengalboy)

    Hello @tipat

    We have solved it 🙂

    Brought a new option self– which will disable the vendor field if it checked.

    We are hoping to ship this option with the new version scheduled to release today or tomorrow.

    Thanks

    Thread Starter tipat

    (@tipat)

    Glad the idea with ‘self’ helped.
    I actually I assumed /my-account was generated by WPERP but its a WC endpoint.
    Why not expose to that one WC dashboard invoices for clients can pay for example and fragmenting it more than needed especially when there is no front end dashoboard or clients? I would assume your WC addon will do this, but seems not since its also dependent on WC..:(

    Won’t even go down the track for tickets to also be exposed in this dashboard… 😉

    Amazed hardly any worthy plugins for WP that handle normal business daily practices well, invoices, tickets, CRM, etc.

Viewing 3 replies - 1 through 3 (of 3 total)
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