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Expand Character Limit - Material ID's
We buy a lot of commercial items to jobs and the 30 character material limit is often too short for us to fit the manufacturer and their part number together without losing important part data. For example, SMC #SS5V1-W10S1EAND-12B-N3-D218070A get...15 Likely to implement
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Replace Fax with Email on Quote/Travelers/Etc.
Right now it shows phone & fax on the "Print Quote" type reports (that we normally save and email to customers), and it would be nice if the fax was replaced by email.0 Future Consideration
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Please bring back Copy User
In previous versions you used to have a copy user function. We spend a TON of time manually cloning permissions now that you have removed it and it's very frustrating. I don't want to create a couple dozen groups that only have one person in the...1 Future Consideration
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Quote lead times instead of promised dates
Quotes should have the option to promised delivery times instead of promised delivery dates.I.e. if I made a quote on Jan 1 and estimate that it takes 4 weeks to complete. If the customer provides a PO on Jan 14, and I create an SO based on the qu...0 Future Consideration
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Purchase orders should have revisions
When a purchase order is created, then a change has to be made to the po, there should be a revision number added to or included on the purchase order. This was suggested to us by a quality auditor.1 Future Consideration
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Add "Send by Email" option to Statements
Make Statements able to be emailed to the customer instead of only being able to print them. Just as you can do when in the Invoice/Credit Memo screen.0 Future Consideration
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Have a Shipping Lead Days on Sales Orders
Currently all you have available on Sales Orders is Promised Date. The issue is that we have performance metrics with most of our big customers. And if we just ship on the Promised Date the parts run the risk of being late because of transit time....0 Future Consideration
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Add a Customer Status of "Closed" or "No Longer in Business"
Currently the only option close to this is Inactive. Inactive could mean that we are not currently doing business with them but we may want to in the future. If the customer is no longer in business then there is truly no way we could try and work... -
Lock Record Out From Other Users While Editing
When working on a quote and someone else opens it and saves it while I'm in it, I need to start over and it will not allow me to save. I get record locked. Is there a way it can be locked out while someone else has it open?1 Future Consideration
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Add a refresh button for each module menu
Sometimes I have a module open, and I need to make a change to another module that will affect the first one. It would be helpful to be able to refresh the first module after the changes have been made.2 Future Consideration