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Job search in order processing
Add the ability to search by multiple statuses, i.e. show me job XXXXXX for Active, Pending and hold. Maybe instead of a pull down have check boxes for the various statuses.1 Future Consideration
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Have sales tax default based on the tax code on the general tab of Sales Order Entry
On the Sales Order Entry module, the Tax Code on the General tab that is selected should carry over and be the default for every part number that is added on the Detail tab of Sales Order Entry.0 Future Consideration
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See Requested Date in ShopBoss WC Zoom In
Schedulers can only see promised date and not the requested date. We need to be able to see if a job needs to be moved up.0 Future Consideration
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Fix auto-type when entering material in Order Entry and Quote Entry
When you paste in a material it will automatically show a pull down used for auto-typing which is great. But unless you remember to click on the top line it will automatically pick a part number that is not the part number that was pasted in and t...1 Future Consideration
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ability to upload list of parts, descriptions, quantities, unit prices, job numbers to Purchase Order
I would like to be able to upload a list of parts from an excel spreadsheet directly into a purchase order. We generate many purchase orders every day that contain many different parts that are charged to many different jobs. These parts are not i...0 Future Consideration
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Adding PO column to Accounts Payable/Vendor Invoice Search
When searching for payment information in Modules/Accounts Payable/Vendor Invoices there is no reference to the PO number related to the payment when you do a search by vendor unless you go to the exact payment. Is there a way that when the search...0 Future Consideration
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Increase number of Quote Routing Additional Charges to at least 2 better yet 3
Currently in Quote Routing Additional Charges you can only have 1. In Job Routing and PO detail you are allowed 2 Additional Charges the Quote Routing should be at least the same. we have many services that we wind up with 3 Additional Charges so ... -
Archive and Purge Options
We have been using this product for like 15 years now and there is a lot of old and dead data that we cannot delete due to referential integrity issues. Will there ever be any type of archive and purge utility to delete out say anything that is mo...2 Future Consideration
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add location and qty to front of Traveler.
add the location of parts in inventory and the quantity in stock to the front of the traveler under quote.0 Future Consideration
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Auto Stop Job and Clock Out at end of shift
Be able to set all users to automatically stop job and clock out at end of shift. This would then force the requirement of staff to clock-in again to go onto overtime. There is a lot of time spent by accounts/payroll working out who just forgot to...0 Future Consideration