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Have custom products created in edoc builder be part of a kit

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Guest about 4 years ago in Pressero / Kits 1 New Idea

Import Taxes

Specifically for smaller businesses like ours that don't want to pay extra to use a 3rd party service (Avalara) to configure the tax rates automatically, it would be beneficial to be able to import the tax rates into Pressero by Excel spreadsheet ...
Katelyn Fletcher about 4 years ago in Pressero / Payments & Taxes 3 New Idea

Ability to Duplicate Forms

We have the need for many similar forms that only differ in one or two fields. We are currently recreating every form from scratch. I'd like to duplicate, change the appropriate field and save.
david langley almost 5 years ago in Pressero / Admin / General Settings 1 New Idea

Sort Products Alphabetically from Catalog Organization Panel

It would save so much time if we had the option to automatically sort Products alphabetically while in the Catalog Organization panel, or a Site setting to select Alphabetical as default sort order in user view.
Sheli Cordero almost 5 years ago in Pressero / General Settings / Products / User Interface 0 New Idea

Report Writer

The ability to customize or create new reports is a needed feature. A tool such as iNet Clear Reports or Crystal Reports is needed so that users can develop reports that fit the needs of their facility. For example, we would like to develop Packin...
Bill Casey almost 5 years ago in Pressero / Reporting / User Interface 0 New Idea

Add Budget Code tags to email notifications

We are using API and potentially Ship Station for a large university chain, and they all require the budget codes for their orders. If the budget code is on the email notification, they can pick it up in their system and it will save digging throu...
Guest about 4 years ago in Pressero / Email Notifications 0 New Idea

Allow Payment by other method with orders over a Budget for difference

I thought this one was in this group already but do not see it so I am adding it. We need to allow users to use both Budgeting and a payment method on the same order. We would love to see this where they can choose the amount to come out of the bu...
William Andringa about 2 years ago in Pressero / Budgets & Promotions 1 New Idea

Allowed to Edit Address Book but not their Site User Profile

In our highly regulated business environment, we share data via API and users can not change their profile information BUT should be able to update address book. As the site user permissions are set today you have to toggle the EDIT USER to get ac...
Guest almost 5 years ago in Pressero 0 New Idea

Ability to Self-Select multiple user groups when user is creating account

Currently, you can add a drop down list for users to self-select their own user group when creating their account. However, they can only select one group. Most of our users require at least two groups (The Everyone group and their team-specific g...
Olivia MacLachlan about 4 years ago in Pressero / Users & User Groups 1 New Idea

Budgets - Be able to assign a Budget to the User profile as the default for that user

Hello, It would be very helpful if the Budget workflow could be expanded to have the following. Be able to assign a default budget to a specific user's profile. Similiar to the PO assignment that is currently available in the user profile. With ch...
Cynthia Emblem about 4 years ago in Pressero / Budgets & Promotions 0 New Idea