Arrange Tabs in Customer/Vendor/Employee History Form
I am entering this for someone at Aptora University. The ability to rearrange the columns in the customer/vendor/employee history forms. Save the order by user.
Arrange Tabs in the Item History Form
I am entering this for someone at Aptora University. The ability to rearrange the columns in the item history form and others if possible. Save the order by user.
Allow User to Override Group Item Retail Pricing
Allow users to override the retail price of an item within a group. The item retail price of the stand-alone will not be changed. The retail price of that item inside of a group is all that is affected. We have had many users ask for this over the years. I need it for flat …
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Ability to Select One or More Contacts from the Contacts Tab When Texting
Regarding automated texting. Add the ability to decide which contacts from the Contacts tab will receive an automated text message or email. The work order form should have easy access to these settings.
Ability to Reload COA In Journal Entry
Please add the ability to in the Chart of Account drop down in the Journal Entry list. This reload will work like the item list reload in the item drop down. This modification will help with year end adjustments when the need to reactivate an account occurs. Currently you have to close the form and …
Inventory Average Cost Sell to Zero
I am adding this for other people who have asked for it in the past. Customers have requested the software not reset the average cost of an item to zero when selling out of stock. In Total Office Manager, a modification is needed to add to the register the reconciliation of the Cost of Good …
Add Location Address Fields to Custom Work Order
1. Location Name 2. Location Description 3. Location Addr1 4. Location Addr2 5. Location Full Address 6. Location County 7. Location Contact 8. Location Phone
Balance Billed Percentage/$ Value
In the Invoice/Sale/Credit/Estimate List a quick way to see if ESTIMATES have been billed with the Percentage billed and Value Amount as a column preference.
A quick add to equipment button
A way to add a group of items from an invoice to equipment and be able to edit the user define fields within each item on the invoice. Or when you save the invoice there is a check box add to equipment and you can edit them in the same screen as serialized items behave. …
Mark a WO as Callback if Within 30 Days
When a work order is created, check to see if a work has been completed within thirty days of the date the work order is scheduled for (not the creation date) and the same customer or job. In other words, the same child (if there is one) not the same family. Do this when the …
