Automations
under review
Paul Lutkajtis
Create custom automations using triggers, conditions and actions, in order to automate repetitive or manual tasks.
C
Coral reef Hare
Yes please! Would be great for required date to be highlighted or made red when a job becomes overdue (by a certain number of days) to allow easy visibility in Workflow and Sales Orders table
T
Tawny Spoonbill
To be able to set an automic due date to a certian amout of time out from creating the order. For exapme you enter an order and have it auto populate to 10days out.
T
Tawny Spoonbill
To have sales order checklist when checked automotically mark part status as complete in tracking tab
L
Lemon Chicken
Automatically create and send Order Confirmations
L
Lemon Chicken
Automatically send Notification to Customer of the Due Date
L
Lemon Chicken
Automatically set Required Date to 2 weeks after the Created Date
Paul Lutkajtis
Merged in a post:
Automation; create PO if Powdercoating is a Line Item
L
Lemon Chicken
Automatically create a PO if Powdercoating is a Line Item on a Sales Order and/or the Job is moved into the Powdercoating status column in Workflow
I
Increased Prawn
would this only apply to powdercoating or would it apply to a specific product? For us, it would be Installation that would generate the PO
Paul Lutkajtis
updated the status to
under review
Paul Lutkajtis
updated the status to
planned
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