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Hold on charging a customer until they approve the order.

Customers are looking to enhance the order approval area. As a customer, I would like it to only authorize and approve the purchase amount and then we complete the actual charge upon completion of the job. Currently in Pressero the process for cre...
Trent Foreman over 5 years ago in Pressero 1 New Idea

Shipping Integration

How about an integration with XPO Shipping? Since the demise of Yellow Freight, XPO is among the leaders in the USA for LTL Freight shipping. I notice there are MANY integrations for other countries, but it seems that we here in the USA are limite...
Bob Gardner 3 months ago in Pressero / Shipping 0 New Idea

Inventory needs updating

The Inventory module need some serious updating. There are so many basic inventory management standards not available. Physical counts, movement of products in a given time period. MTD and YTD sales if items. A report that shows movement of a give...
David Smith 11 months ago in Pressero / Inventory 2 New Idea

Open Terms Orders need to function as Open Terms, not be held as Pending Payment

I'm running into orders that are open terms, so they have not been paid but do not require payment, being held in pending status showing pending payment even after approval. Talking to support it seems the current function is: If the order has a v...
Olivia MacLachlan over 1 year ago in Pressero / Pending Orders 4 New Idea

Text Area with Interactive Design Handle more than one Font Format

I am working on putting up a design for a client in eDocBuilder/Pressero which basically is a letter. I would like the end user to have the ability to have an open Body Text (Text Area) where the user can enter in the body of the letter but also h...
Ryan Condict over 4 years ago in eDocBuilder 4 New Idea

Order history page ideas for change.

In the pressero screen shot, everything in red is not useful.- Pending for example. Put every PENDING order in the order history and if its a pending type order give it a red X or red status. It does not need to be in another place. A customer sho...
Patrick Pernice 9 months ago in Pressero / Orders - Orders List View 1 New Idea

Admin Panel - Stackable fields + Long scroll + Order page

Each of these screen shots is a field. Instead of all the tabs at the top, just one long scroll of whats important about an order. Notice you will see areas for editing and saving and buttons to down load files too. Imagine all these pods stacked ...
Patrick Pernice 9 months ago in Pressero / Admin 0 New Idea

Admin Panel - search customer and order number

The first question we ask a custom that needs help ( in customer service )that needs help is:- Whats your order number- Or whats your email address This takes us right to the page with all the info on the job from files, proofs, shipping info, tra...
Patrick Pernice 9 months ago in Pressero / Admin 1 New Idea

Thank You for your order page

This page could be so simple, happy and beautiful. This page and the auto email confirmations page can be clones. - Nice large thumbs ( if your thumbnails are large enough, people might not need to click on them.)- Shipping delivery date and addre...
Patrick Pernice 9 months ago in Pressero / Approvals & Workflow 0 New Idea

Cleaner Profile page

The profile page can be this clean and simple. A simple place to story many shipping addresses and other editable functions. We find shipping information to be one of the most important topics in customer service. Attachments: Screen Shot 2024-02-...
Patrick Pernice 9 months ago in Pressero 0 New Idea