The ability to create a presale or mark sale/invoice as a presale so when the part is received you can then mark the invoice as a sale/invoice and it posts the date the invoice was marked. Not that date of the invoice. This would help with the never ending issue/work arounds with zero costing. This […]
PreSale Invoice Type Read More »
I would like the ability to sort the data shown on the “Week Data” summary on the Weekly Time Sheet. It’s already in order by earning item. Would like to also be able to put in order by Customer:Job and Service Item. I would also like to see a Department column added to this summary
Changes to the “Week Data” summary on Weekly Time Sheetq Read More »
Prior to version 20.10.1300, there was an preference we could check that would not auto-fill the marketing field on a new WO (by pulling directly from the customer). Please bring that back. We want to track the marketing separate for a New Customer and each of their Work Orders. Maybe they were referred to us
Do NOT bring marketing type from customer to WO Read More »
Add a menu item to the Estimate page to create a new Sales Opportunity from the current quote. That way you have all of the customer data already populated in the Sales Opportunity and the quote will be linked automatically. This would save time and make creating Sales Opportunitys easier.
Create a Sales Opportunity from an Estimate Read More »
when pulling up the serial number list, if there was a column stating reserved yes/no, that would be so helpful.
reserved inventory in serial list Read More »
i need an inventory report for what is actually here, not what is here and reserved.
current inventory without reserved items Read More »
Reorder points per warehouse/vehicle is a great feature. It is, however, rather useless if I can’t create a purchase order or perform inventory replenishment by warehouse. We maintain a substantial inventory on each vehicle. Daily restocking could save a lot of time with this feature.
Order by warehouse Read More »
When a WO is duplicated, it would be a timesaver if all checked equipment would also duplicate on the new WO.
Duplicate Check Marked Equipment when Duplicating a WO Read More »
I completely understand why this feature is not available; however, for various reasons, we would like the ability to close an entire batch of purchase orders.
Ability to batch close Purchase Orders Read More »
Field to check inventory as counted for the calendar year and a check box or way to mark that part has been counted.
Inventory Count Tracking Read More »
