Factory Ideas Board

Can we please have the option to enter the 'Mark Up' and the 'Discount' on a Sales Order as a dollar value rather than a percentage?

To speed things up, whilst building a sales order, it would be great to be able to select multiple items from a Product Catalogue sub menu, rather than needing to select 1, exit then go through all the pull down menus to re-enter the category. Example: catalogue of plywood, enabled to select 3 different thickness's whilst the menu is open, rather than just 1.

We would love to have the functionality of the Global Search expanded to have the ability to search for products purchased which are not included in our Product Catalogue. This would give us the ability to search for a specific 'one-off' item that we don't want or need in the catalogue and would help when quoting future jobs / projects.

Have a setting to enable for Team members to automatically be logged off Jobs when the commence another Job, and still have the Job visible so the Team member can off on again when/if required

Hi Team, I’d like to request that all new customers added to Factory be set as COD (Cash on Delivery) accounts by default, rather than having no payment terms applied as is currently the case. The issue with the current setup is that without a payment term selected, due dates are not displayed, which adds unnecessary friction to our workflow. By defaulting to COD, we’d remove one extra step in setting up new customers and streamline the process significantly. This would also give us the flexibility to manually update customers to 30-day terms upon request, rather than starting from an undefined state. Alternatively, introducing a default account terms setting in the system preferences would give us even more control and allow us to set our preferred payment terms for all new accounts globally. Thanks for considering this improvement — it would save time and help us maintain cleaner, more consistent data. Best regards,

Mobile app > Clock on > Search Order #/name > search results display Order # (currently displayed), Customer Name (currently displayed), and Notes (to differentiate between Jobs for the same Customer)

Could you please add an option to choose between mark-up and margin when entering line items in sales orders and quotes? At the moment, the system only allows mark-up for line items, but our pricing is based on margin. Although the final totals show margin, we need to calculate the margin manually for every line item, which is time-consuming and increases the chance of error. If possible, please allow us to either toggle between margin and mark-up, or add an extra column where we can directly input the margin. This small change would make a big difference to our quoting accuracy and speed. Thanks for considering this.

Add the ability to issue partial invoices based on line item quantities, tracking how many of each line item have been invoiced and what is remaining.

Allow custom views that created on the main Sales Orders page to be made public or shared amongst other users. Currently custom views are only visible to the user that created them.

Currently we have a card that produces total $ Value of jobs in certain status within the defined date range. It would be great to have other metrics in the same card, which are: total number of jobs, total number of square meters and lineal meters coated (those metrics are specific to our implementation).