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Sales Reporting

being able to track how many estimates eventually turn into projects would be extremely helpful.
Lew Airth over 3 years ago in PrintJobManager / Estimates 0 In Planning Phase

Include Part Number in Vendor outsource email notification and order detail page

When a product is ordered which is to to be fulfilled using the Vendor option, the email notification and order detail web page generated does not include the part number, only the product name. This means the vendor does not receive the specific ...
Guest about 5 years ago in Pressero / Products 2 New Idea

Enable an alert on a product level for client if "back order" is enabled

Currently, there is an alert when a client orders too much than is in inventory at the top of the product page saying "Unfortunately there is not enough inventory of [PRODUCT NAME]'s to fulfill your request." There is no alert if there is no inven...
Guest about 5 years ago in Pressero / Products 0 New Idea

Make the listener URL for Plug In Pricing Engines editable

Make the Listener URL field for plug-in pricing engines editable (unlocked), so when the target URL changes, whether it is a qualified domain or IP address, the update can be made in the pricing engine. This eliminates the need to either a) recrea...
William Riley over 1 year ago in Pressero / Pricing Engines 0 New Idea

Field Scripting Previews for Interactive Templates

For a product that has field scripting, it's important for a customer to see the actual changes as they are made. For example: Our chinese raffle ticket has 22 instances that should have the same number. Right now, they are all at 00001. However, ...
Kelly Mellert about 5 years ago in eDocBuilder 1 New Idea

Workflow Status by Color

Need a progress bar color to be associated with a status meaning. Right now they are all grey except for a solid red option when an order is canceled. For example, a Canceled order = red bar, holding for PO or payment = yellow bar, Order Received ...
Kelly Mellert about 5 years ago in Pressero / Admin / Approvals & Workflow / User Interface 5 New Idea

Allow the option to send the uploaded file in New Order email.

We need the new order email should have the link to download the file. In our workflow, I also get a new order email and I need to check the file first then send it for production. At the moment I have do go to Admin > Orders > Edit > Fil...
Sumeet Maheshwari over 2 years ago in Pressero / Email Notifications 1 New Idea

Add a credit card processing fee

We would love to be able to add a percentage to a credit card for the processing fee. So if Joe pays by credit card he will be assessed a 3.5% fee of the entire order. This would need to be at the cart checkout level not per item as development te...
April Angel-Wilson about 5 years ago in Pressero 3 New Idea

Report Writer - allow for report the items and quantities of the items selected on Kit orders

run reports for orders that show all items in a kitrun reports for orders that show all items in a kit
Guest almost 4 years ago in Pressero / Reporting 2 New Idea

Send out email to all users when a new product is added.

Our Client would like us to send out an email to all users every time we add a Product. It would need to be a button rather than on save.
Al Manson about 5 years ago in Pressero / Products 1 New Idea