Default markup in the "Quick Price" feature is currently defaulted to 0% Markup. Would be very beneficial to have that dafault markup in the Quick Price to refer to the default markup when jobs are actually entered. Unnecessary added step to make ...
Add ##CSRFullName## and ##SalesRepFullName## tag for notifications Estimate, Order Acknowledgement, Estimate Rejected
When sending an estimate or order confirmation notification, it would be interesting to display the name of the salesman or CSR to inform the customer. Is it possible to implement this feature? Thank you.
Please add a Stock Tag as a printable "ticket". A Stock Tag would be used to identify what job the stock is for, bin location, item number, etc. This tag would be printed out and applied to the material.
Graph at the top of the material transactions should be a line graph that shows the increases and decreases of inventory over time
This would be helpful because we would be able to view patterns of use. Secondly and more importantly, the graph doesn't work/show anything at all currently.
Inventory level in Materials list should match the quantity that shows at the top of the materials transactions lists (where the graph is currently located)
Essentially there should be better data heading and descriptions because it seems like these numbers should match, but it's possible they are purposefully different.
Increase functionality of material inventory transactions
Notes in inventory transactions do not appear anywhere and we are unable to see them again since this section is not editable. The item value should automatically transfer from the material item section into the material inventory transaction entr...
It would be interesting to make the customs fields information of the job available.So that it can be processed differently in Zapier. Example: whether or not to send an end-of-production notification to the customer