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Have a button or option that allows you to update the Quote Markup Percents from the Preferences System Admin
Currently the only way to pull from the Costing Pricing Method defaults is to start a new quote from scratch. We almost never create a brand new quote from scratch. We will copy across from a previous similar quote or an old quote from that same p...0 Future Consideration
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Allow the extended description to be copied from an older sales order to a new sales order
No description provided0 Future Consideration
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Quotes and Invoices to allow only 2 decimals
Would like to see the quote and invoicing lines reflect only two decimals out not 5 currently. This is causing issues with my customers since their systems will only allow 2 locations after the decimal point0 Future Consideration
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Signing into more Operations
Our Firing Range Team sometimes needs to sign into more than 4 jobs at the same time and Work-Station Driver does noy allow more than 4 at a time0 Future Consideration
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Financial Analysis Report to show actual values and not a rounded figure.
We have just this past weekend made the jump from JobBOSS 2018 SP1 to JobBOSS 2020. The former Work In Process (WIP) report was depreciated in Service Pack 3, and so to get your WIP you must now use the Financial Anaylsis report. The Financial Ana...0 Future Consideration
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Bank Rec Default Date
Would be nice if the bank reconciliation date defaulted to the last day of the month. At the very least it would be nice if once you changed it to the last day of the month and saved it would keep it as the last day the next time you open the bank...0 Future Consideration
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(Preference) Set default sales order status
Job Status and Quote Status can be set to have a default status. I'd like the same flexibility with Sales order status0 Future Consideration
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Mass Unpicking of Hardware & Finished Goods
Add an additional unpick all button within Jobs/Sales Orders.0 Future Consideration
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Have a Lot Number Field on Packing List from Sales Orders
There is a lot number field in the Customer Shipments - Jobs. It would be helpful to have this on Customer Shipments - Sales Orders as well. Reporting could then pull information from the packing list.0 Future Consideration
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RFQ Screen needs bid close date
The Request for Quote (RFQ) functionality does not have a date when the suppliers have to submit their bids by. In addition to providing a date the supplier must respond by, it would also provide a date against which buyers could manage open RFQs ...0 Future Consideration