Ability To Make A Copy Of An Assembly Item
I would like to create a new Item Assembly by copying an existing Assembly Item because the information and Bill Of Materials is almost identical. Similar to the ability with an Inventory Item.
Consolidate Items On A P.O.
1. Add a menu option to the PO called “Consolidate Items”. 2. This feature will remove all duplicate items and consolidate them into a list with no duplicates. 3. The quantity of the single item will equal the quantity of all the items that were replaced. The PO will be ordering the same number of …
Emailing A Sales Opportunity To Sales Person – Show Work Address
Creating a Sales Opportunity and tagging the Work Address however when sending an email from the Sales Opportunity Menu it populates the Bill To Address. This email to the sales person needs to reflect the Work Address when tagged.
Add Customer Equipment To Mobile II Work Order
Would like to have the Work Order in Mobile include the Customer Equipment Info when printing similar to printing it from TOM
Eliminate Vendor Requirement When Bar Code Scanning to Work Order & Inventory Transfer
Now that the Bar Code Scanning feature on an Invoice no longer requires choosing a Vendor it would be very beneficial if this ability is added to Work Orders and Inventory Transfer. Eliminating the need to choose a Vendor will greatly improve efficiency.
Sort Bar Code Labels When Printing
Would like the ability to sort Bar Code Labels by General Bin Field so when printing they appear on the label sheet in order of the General Bin. Currently they sort based on Item Name. Total Office Manager does not preserve the sort order that was performed in the Invoice Item List before printing.
Enter Asset Odometer/Meter Usage from Work Order in Mobile II
When assigning an Asset to a Work Order we would like the technician to be able to record the Odometer/Meter Usage reading from the work order while using Mobile II.
Work Order Item Notes
The Work Order Item Notes should be visible in Mobile. When previewing the Work Order. As well as when previewing and printing the Work Order in TOM.
Confirm Before Sending Thank You Text Message
Would like to see the ability to Confirm Before Sending the automated Thank You Text Message similar to the ability to do so with the automated Thank you email. There are times that the work order is marked completed for that day however need to return to finish the project or repair so the job …
Asset – Parent & Child
Would like to see the ability to have a Parent & Child relationship for an asset. The idea being that we can have a asset that includes various major components for which we want to track expenses for separate from the parent.