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Features (117)
Enhancements (466)
Undo Feature for Quotes
Would be great to be able to backstep 1-5 undos in case you accidentally add/delete an item on the quote
0
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Enhancements
9
Lock Completed Orders
Lock completed orders so no amendments can be made - we still would like the ability to duplicate these but we don't want any changes possible after the order has been marked as picked up or delivered.
1
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Features
11
Programmable hotkeys
A few keyboard shortcuts that can be programmed to set certain functions would be great. E.g. "ctrl + B" to add basic item in a quote.
0
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Enhancements
9
Enable Monetary Discount
Ability to add discount as a money amount rather than a percentage, e.g. if discount is just applied to smooth out the final total amount.
0
8
document scanning feature
an add in that you can scan a document directly to would be tops
0
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Enhancements
8
Sales Order Summary History View
User should be able to view history of the sales order to check the previous state of pricing, products before an update, details added etc etc. It will be like a historical view per update on the product. Not just a timeline but a historical view per movement every time user clicks submit or update button.
0
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Enhancements
7
Display Required Date column on Purchasing dashboard
Add column on Purchase Orders page to show "Required Date" - and be able to sort this screen by the closest required date.
0
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Enhancements
4
ISSUE DATE IN XERO
WHEN CONVERTING A QUOTE TO A WORK ORDER, THE WORK ORDER ISSUE DATE SHOULD BE DATE OF CONVERSION, AND IN THE SAME WAY, WHEN PUSHING TO XERO, THE ISSUE DATE SHOULD BE DATE OF PUSHING.
0
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Enhancements
9
Refreshes existing quotes with updated catalogue prices.
Refreshes existing quotes with updated catalogue prices. To reflect the latest pricing, when we have price increase. - or a botton to update individual quotes to latest catalouge pricing.
1
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Features
6
Adding snips/screenshots to collaborate
When i use the snipping tool to screenshot something, i would love to be able to paste it directly in the "add a message" section rather than having to save the file, then upload it.
0
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Enhancements
14
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