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Travelers should have revisions
Once a traveler is created, if changes need to be made to it, there should be a revision number added or included.3 Future Consideration
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Alert - when 2 users are in the same job.
It would be nice to know that if you are working in a job/order - if someone is working in that same job/order. In case you are doing the same thing or making a change the other user would need to see. (ie: a job is being printed at the same time ...4 Future Consideration
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Copy / Paste using standard Windows functions
It would be really nice if you could copy / paste materials, and routings with CNTRL C and CNTRL V, like every other Windows platform out there. I find the copy / paste utility to be clunky at best. I would like to be able to select a single mater...1 Future Consideration
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Built In Report Editor
Have a built in report editor so users can edit the reports from within the software or make multiple different versions of the reports that can be selected from. This would eliminate the need for users to purchase Crystal Reports. This feature is...1 Future Consideration
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Material alternate purchase units and stock unit of measure
Material is locked in with the purchase unit of measure and stock unit of measure, sometimes we need to change this from the original to an alternate. For example we can order in each or per box. If the vendors had an option to change this like a ...0 Future Consideration
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Add a Shipping tab to Customers
This should be set up very similar to the Addresses or Contacts tabs. We should be able to define shipping default methods and have a place to include their shipping account number for that method. If a customer has given us their UPS or FedEx acc...2 Future Consideration
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Make GL accounts required on a vendor PO
Create a preference that all vendor POs must have a GL code. This will force/remind the purchaser to supply the GL code so that it is entered before the vendor invoice arrives and accounting discovers the missing GL account.0 Future Consideration
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Flag for when a traveler has been printed
Add a flag (checkbox) that designates if a job traveler has been printed. Without a flag it's possible to overlook printing a traveler. The checkbox can be labeled "PRINTED ?" in the job entry general tab and will be clear when making a job but ch...6 Future Consideration
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Allow Customer ID change
Some of our customers are bought by other companies, causing a name change. Instead of inactivating the current customer and creating a whole new customer, allow for a Custom ID change only. Everything else would stay the same. -
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?3 Future Consideration