Suggestions for improving EKM

For quotes to provide a link to cart with the items already in place

When a quote is generated it would be ideal if the shop owner could send customers a link to the cart quoted for them to easily & conveniently purchase rather than ...
Suggested by: Katherine (12 Oct, '18) Upvoted: 06 Jun, '24 Comments: 29

Attach PDF to dispatch emails automatically - no human input

Morning, it would be so much more Profesional if EKM system could attach & PDF copy of the invoice to customers in the dispatch email or separate email. When running ...
Suggested by: Barry Clark (20 Dec, '19) Upvoted: 30 Apr, '24 Comments: 8

Ability to print picking and packing lists

This is for trade and warehouse rather than printing invoices for the customer
Suggested by: Angela Avery (15 Nov, '18) Upvoted: 30 Mar Comments: 27
On-Hold Orders

The ability to edit the contents of Invoices

Currently, the only options for customisation involve the inclusion of different elements onto an invoice, but there have been requests for more customisation ...
Suggested by: Eve Bolan (11 Oct, '18) Upvoted: 06 Jun, '24 Comments: 4

Zero VAT orders to be clearly visible on the Orders page

As opposed to exporting all of the orders to a spreadsheet and looking for the zero VAT orders within the TotalTax column of the spreadsheet.
Suggested by: Eve Bolan (11 Oct, '18) Upvoted: 17 Aug, '21 Comments: 0
On-Hold Orders

Improvements to Invoices - EORI

Issue: invoice does not EORI info Suggestion : Have additional EKM Account data that can add to EMKJ Account Profile, then Include this as options in Invoice. ...
Suggested by: Doug (04 Jan, '21) Upvoted: 02 Dec, '25 Comments: 7
On-Hold Orders

Update the Orders section to show whether customer emails have been delivered or bounced

It would be useful to know whether emails such as order confirmations sent by the EKM platform have been successfully delivered to the customer or bounced by their ...
Suggested by: Nick Stansfield (11 Jan, '21) Upvoted: 02 Dec, '25 Comments: 6
On-Hold Orders

Click button send invoice to customer

There should be a one-click send invoice copy button on order screen
Suggested by: Dhillon (03 Jan, '19) Upvoted: 11 Jun, '24 Comments: 3

Ability to re-order order statuses in the drop down

Some way to change the order of the status drop-down in the order screen, so you can put your most commonly used at the top, or have them in alphabetical order.
Suggested by: Kal (10 Sep, '19) Upvoted: 19 Apr, '22 Comments: 8

Clearly show date of dispatch on orders.

A line of text under the order status showing the date & time the order was marked as dispatched.
Suggested by: Chris (24 Jun, '21) Upvoted: 02 Dec, '25 Comments: 4
On-Hold Orders

Print orders to a printer

Hi. It would be great to be able to print orders to an actual printer so the busy warehouse don't have to go through the extra step of opening them in a pdf. Also, we ...
Suggested by: Alice (12 Sep, '19) Upvoted: 03 Feb, '24 Comments: 2

Flag for priority orders

Our orders have priority, standard and economy. It would be good to see more clearly on the order screen which are priority. So, when we have lots of orders, we ...
Suggested by: Mark Griffith (23 Jan, '19) Upvoted: 06 Sep, '19 Comments: 7

Adding product images to invoices

With the new update to the orders section, we are now able to see images applied to items. It would be useful if product images could also be added to the PDF ...
Suggested by: Tom Walton (03 Jul, '19) Upvoted: 02 Dec, '23 Comments: 3

Tracking information sent to the customer by e-mail

I note that you can now add the Tracking numbers to the Orders, however not useful if this isn't being e-mailed automatically. We are still having to send customer's ...
Suggested by: Vishal Ragunathan (03 Jun, '20) Upvoted: 06 Jul, '22 Comments: 2

Order Refunds

Have an option to add a refund / credit note at order level. Once applied it will alter the sales price that is used for exporting and also analytics so you get a ...
Suggested by: Chris (14 Nov, '18) Upvoted: 22 Feb, '22 Comments: 2

Checkbox Auto BCC email on "Send order status email Update"

When sending Emails to customer such as email "Send order status email Update" - would be great if could just click a box to BCC the Shop master email ( or as set ...
Suggested by: Doug (16 Dec, '20) Upvoted: 24 Jun, '24 Comments: 2

Returns System

A return ticket system, that will allow customers to instantly open a return if eligible within 14-30 days by inputting their order number and specifying a return ...
Suggested by: Matt (22 Mar, '21) Upvoted: 23 Sep, '22 Comments: 1
On-Hold Orders

Photo of product ordered by customer to appear on invoice

Suggested by: Debbie Fogarty (07 Nov, '18) Upvoted: 24 Nov, '20 Comments: 1

Re-Order Reminders

We need a repeat order reminder solution where we send an email to customer with a link to their previous order so that they can rebuy or amend as required. There is ...
Suggested by: Cathryn Zielinski (05 Jul, '22) Upvoted: 03 Dec, '25 Comments: 0

Add tracking information easier

Currently, to add tracking information you have to click edit and add it in then click save. would it be possible to add it to the main order page, and not having to ...
Suggested by: Craig Monk (04 May, '21) Upvoted: 08 Jun, '22 Comments: 0
Planned Orders

DANGEROUS REFUND BUTTON to have 2nd stage confirmation

EKM has a very dangerous button. The REFUND BUTTON will lose you all of your income on one, accidental click. Yes, if you accidentally touch that button there is no ...
Suggested by: Carl Wilkes (11 Dec, '20) Upvoted: 02 Dec, '23 Comments: 0

HMRC Compliant Invoices

Would a full HMRC compliant invoice be of benefit to anyone else? It should be quite simple for the EKM shop to generate an invoice for each order with the following ...
Suggested by: Dave Winship (31 Oct, '19) Upvoted: 16 Jun, '21 Comments: 3

Date Picker (Update)

We would love to use the date picker for orders as all of our products are frozen so picking the correct day is very important to us. The currect one does not ...
Suggested by: Mike (26 Oct, '18) Upvoted: 18 Oct, '23 Comments: 3

Search for shipping name in order search

This is to enable the order search to work for the delivery name as well as billing name.
Suggested by: Claire Knowles (14 Jan, '21) Upvoted: 20 Jan, '21 Comments: 1

Make processing and pending easier to tell apart

Make the pending a different colour or have as PE or PR to make it easier to tell the status without having to go into the order.
Suggested by: Paula (22 Sep, '21) Upvoted: 25 Sep, '21 Comments: 3

6x4 Shipping address labels

Add the ability to print shipping labels at the standard 6x4 size
Suggested by: Jamie Loft (08 Apr, '21) Upvoted: 02 Dec, '23 Comments: 1

Filter Order By Payment Method

You should be able to filter orders by the payment method
Suggested by: Lewis Harrison (05 Feb, '19) Upvoted: 03 May, '21 Comments: 5

Sales by Country (IOSS)

With the impending EU VAT changes coming on July 1st we're going to have to provide our EU sales to whichever IOSS system we use. We'll need the ability to run a ...
Suggested by: Leon (26 Jun, '21) Upvoted: 05 Dec, '25 Comments: 2
On-Hold Orders

filter By "Delivery Method"

The ability to search for all orders based on delivery type ie 'standard' 'next day' .... this simple search function would have helped this christmas :(
Suggested by: james (15 Dec, '20) Upvoted: 12 May, '21 Comments: 4

Return individual items

Would love a feature when customers return individual items we can put them back in stock. I know there is a 'return stock' button, but this returns the whole ...
Suggested by: Kit Wong (16 Dec, '21) Upvoted: 14 Jun, '22 Comments: 2

Order Quote Delivery/Collection Date field

At the moment there is no way of indicating what date the order should be sent/collected. We need it so you have access to the drop down calendar, which is featured ...
Suggested by: Robin (04 Jan, '22) Upvoted: 10 Sep, '23 Comments: 1

Integrated PayPal Refunds

Integrate PayPal into the orders so it's as simple as Klarna to refund back to PayPal too.
Suggested by: Millie (05 Nov, '18) Upvoted: 12 Dec, '19 Comments: 1

Add Fetchify To Quote / Customer Order Page On The Backend

Postcode Ferret used to work brilliantly on the Quote page in the backend. Now we've been pushed over to Fetchify the postcode lookup no longer works! It's essential ...
Suggested by: Justin (18 Nov, '21) Upvoted: 01 Feb, '22 Comments: 4

Adding an alert for order notes

Currently when a customer sends a message for additional info it goes to the order notes. However there is not alert or email when these messages are sent. As a ...
Suggested by: Dilip (31 Mar, '21) Upvoted: 16 Oct, '25 Comments: 1
On-Hold Orders

Add percentage discount option when creating a quote

When creating a quote, you can add a discount on the transaction, but only by entering in an amount. I'd like the ability to add a % off without having to calculate ...
Suggested by: Nick Hazle (26 Jul, '22) Upvoted: 27 Jul, '23 Comments: 1

Order number and page number on all order sheets for printing

Please add the customer order number and page number on all order sheets, not just the first one. If they get mixed up during printing then it is hard to match them up.
Suggested by: Kate Worthington (05 Jun, '21) Upvoted: 02 Dec, '25 Comments: 1
On-Hold Orders

Billing and Delivery address positioning

On the order screen, the billing address is on the left and the delivery address is on the right. On the invoices, the delivery address is on the left and the ...
Suggested by: Mark Griffith (30 Oct, '18) Upvoted: 30 Apr, '22 Comments: 1

Emails / Update messages on the Order page

Showing the Emails / Update messages on the Order page. This saves going back and forth to see what updates the customer has had for their order. This could be ...
Suggested by: Millie (21 Nov, '18) Upvoted: 17 Feb, '22 Comments: 0
On-Hold Orders

Discount Management in Quotes

Ability to trigger discounts in Quotes. Right now we have to put a manual discount and manually adjust loyalty points.
Suggested by: Millie (05 Nov, '18) Upvoted: 11 Feb, '20 Comments: 0
Planned Orders

Improvements to the 'Add Tracking' feature.

This is a great feature, but I would like to make it work better and quicker. To save time when your busy, one to two clicks less means a lot. 1 - The ability to ...
Suggested by: Stewart (04 Jun, '20) Upvoted: 05 Jan, '21 Comments: 3

Show individual refunds on a single order

The ability for orders to show individual refunds, not group individual refunds into a single total refund amount. EKM currently displays only the sum total as a ...
Suggested by: Dean James (20 Aug, '25) Upvoted: 25 Apr Comments: 1
Under consideration 2025 Orders

a timestamp/log for the Customers Orders page for NOTES adding to order

a timestamp/log or the Orders page as well as the ability to email updates on an Order & making the Order Notes editable/non-editable often number members of staff ...
Suggested by: James McKnight (25 Jun, '19) Upvoted: 02 Dec, '25 Comments: 1
On-Hold Orders

I need a place to invoice customers for extra payment

On occasion, I need to contact customers for an extra payment. It would be ideal if I could send them a link with a place to pay online.
Suggested by: Kate Price (25 Jul, '19) Upvoted: 30 Apr, '22 Comments: 2

Adding Limited Fields in Checkout Process

We require delivery instructions for many of our customers. However one of our couriers only allows 25 characters for this. The information is imported into our sage ...
Suggested by: Stephen (14 Jun, '19) Upvoted: 21 Jun, '21 Comments: 2
Under consideration Orders

Total quantity added to PDF invoices and back office orders

Would it be possible to add a total quantity of items on to PDF order forms and also on the back office orders. This would be a great help for crosschecking orders ...
Suggested by: Gmmea (09 Apr, '19) Upvoted: 25 Sep, '19 Comments: 2

Improve the search invoices ie. add total value to help with reconciling accounts

be able to search invoices for an order value to help with finding invoices quickly for reconciling an account, currently have to start from the beginning & scroll ...
Suggested by: barry clark (29 Oct, '21) Upvoted: 13 Apr, '23 Comments: 1

Search Orders Feature Addition of Postcodes

As above this would help when matching up Royal Mail tracking numbers to the customer - its an quick and easy fix ;-)
Suggested by: Eddie Middleton (08 Apr, '21) Upvoted: 07 Jun, '21 Comments: 1

Ability to generate a link within a quote

After creating a quote, there is a generate link to cart button so that we can send this to customer and all they need t do is click on the link and pay
Suggested by: Maggie (22 Aug, '19) Upvoted: 19 Oct, '19 Comments: 1

EU Validator on quotes

To be able to add the EU VAT number to a company you are creating a quote for so you don't have to manually go into to the order afterwards to adjust.
Suggested by: Katherine (23 Oct, '18) Upvoted: 01 Sep, '21 Comments: 1

Customers & Orders: To be able to filter registered and unregistered customers

This would allow shop owners to easily identify orders that have been placed by registered/unregistered customers
Suggested by: Katherine (15 Oct, '18) Upvoted: 26 Oct, '18 Comments: 1