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Additional Email Distribution Features
This could have a few more features to make this nicer: Allow ability to pick out To and Cc people. Allow a chance to modify the email Subject and/or Body before ...
Add "Require PO Number" setting
Add an option to require a PO Number, and prevent ticketing if the field is blank
Adding Multiple products to a dispatch request
Dispatchers regularly have requests for multiple products at the same location under the same order. It would be great if we could tag multiple products from the ...
Display Quantity Sold on the Orders Page
It would be extremely helpful and convenient if there was a field that displayed the total quantity sold on the Orders tab. This would allow for a quick lookup ...
Dispatching Schedule
It would be useful to have all existing dispatches, trucks, and set days/times put together as a Dispatching schedule. Maybe add in a functionality to quickly add ...
User Permission Restriction more detailed
- Allow user roles to be locked down to a specific location
- Instead of restriction by the module (Trucks, Resources, etc) it would be great to restrict by Program ...
Add Hourly as unit type for haul/freight
There is Unit and Load for hauling type but another option that happens frequently is by the hour. I realize upon ticketing the hours wouldn't be known at that time, ...
Customer Categories
Idea to create some system of category organization for customers, similar to product categories. Example customer categories people might use: Cash customers, ...
Adding multiple products onto an order at once (not all)
Add in the ability to add multiple products to an order, but not all of them. Maybe something like a pop-up product list with checkboxes.
Maybe also include the ...
Edit From Order Screen
It would be great to be able to Edit Line specific items from the Edit Screen. Such as: Changing order from Active to Inactive or Pay Type from Charge to Cash without ...
add an expiry date to entire order
Have an expiry date on the entire order not just the products in the order.
Add Pricing Adjustments to Multiple Products on Update All Products
We typically use pricing adjustments for our fuel surcharges and it would be convenient if you could add pricing adjustments via the update products tool on the order ...
Add ability to create freight default pricings
Option: Add haul zone function to be used at point of quote or order creation so a zone can be selected per order-product to make adding freight rates simple
Option: ...
Add "Customers" to Audit Reporting
Adding this would allow us to see when and who has added new customers, changed terms, and placed a customer on "Do not sell" or has changed the status.
Search option by only part of the ticket number in the Ticket Query
That would be nice to have the same search option by the part of the ticket number in the Ticket Query as we have in Orders, Trucks, Customers menus (Contains and ...
Add in Ticket-Level PO#
For Orders/Customers that have more than one PO#, allow for setting up a PO# at the ticket-level instead of only at the Order level.
have the option to make a location Inactive
can you make an option where we can make a location inactive.
Add region, location, and yard parameters to Scheduled reports
Add in optional region, location, and yard multi-select parameters to the scheduled report setup
Pop-Up Alerts
It would be helpful if there was a way to create customizable pop-up alerts that could warn of of what ever we type in... such as PO# required.... or do not accept ...
Add in a way to select which Tickets are Invoiced in New Billing
Add in an option to individually select which Tickets you want to bill when in New Billing to have the ability to only bill certain Tickets on a certain Order for a ...
Prevent adding/reactivating orders for Do Not Sell customers and non-cash orders for Cash Only
Add more lock-downs based on customer credit statuses to the Web Portal and Desktop app to prevent creating new orders for DNS customers and non-cash orders for Cash ...
Add a way to mark a product as inactive
Have a status option for a product in the Product Listing/Product Location that you can use to inactivate a product to keep it from being added to new orders & ...
Effective Dates with Price Updating
With the ability to add Proposed Pricing ahead of time, it would still be nice that there are effective dates that the price update would automatically take place. ...
Save Documents/Notes to Customers and Haulers
Add in the ability to save notes and documents to Customers and Haulers in the same way you can save them to Orders
Widen product field dropdown in Bulk Ticket Edit so that you can see all of the info + the location
Currently, the product dropdown includes the product ID, description, and yard, so its not possible to see the yard the product is coming from in the dropdown is the ...
Enter a Quote without having to add a customer for accounting-synced Web Portals
There are a number of occasions where I am providing a quote to a prospect and do not want to enter them as a customer. Is it possible to have an option to enter a ...
Allow Trucks to be assigned to Location, not just Region level
Would minimize truck list for locations with fewer but repeating haulers. This is allowed at the Region level, but our company is set as 1 Region, so we can't take ...
Add sales person field for customer quoting and sales tracking
Ability to track quotes and sales by sales person. Default the sales person for a customer with the ability to override at the quote/order level. Also add reporting ...
Add more digits for Truck ID name / drop down option with truck types
Please add more than 10 digits to ID menu, or consider the drop down option with truck types preset to prevent creating duplicates with different spelling.
Example: ...
Add the ability to Edit the Invoice Number
Manually be able to edit the invoice number before creating the batch or even afterwards.
Allow setting fields as required on the Customer level
For example, make it so Job and PO are required fields on Order setup, but only for certain customers.
Add in ability to create Transfer orders for moving product internally
Add in Transfer Order Direction to allow for seamless product transfers between locations linked into inventory module.
Customer Portal Set Up
Able to set up customers to access Portal from customer setup up rather than from user administration so that Data Managers can set this up rather than admin.
Ticket Copy Preferences set at the order level
Setting number of ticket copies to print at the order level
Add adjustments to the add multiple products option on Orders
Add adjustments to the add multiple products option in the order screen
Add # of Trucks as a Dispatch Quantity Type option
There are requests that are sometimes based on the number of trucks and not units or loads.
o Can the Quantity have alpha characters “steady”?
o Or could the Choose ...
Add ability to set proposed pricing (using existing rates) by dollar amounts
Instead of only being able to increase/decrease prices by x%, allow to increase/decrease prices by whole numbers as well
IE: implement $2 price increase from ...
Separate Haul fields
Haul type should not be linked to Freight Type. It should have its own type for payables to the vendor since that could be different from how you charge the ...
Quotes Approval in Portal
Adding a quote approval in fastweigh portal.
Before a new quote can be sent to the customer, it must be approved by a Sales Manager.
Quotes Webhook
Adding a quotes webhook event type to the webhook events catalog
Central Weigh Master list on Web Portal
Have the web portal keep a Weigh Master list so that admins can add/remove/modify weigh master accounts and select which locations they can log into.
Dispatching Dashboard
Could there be summary boxes (Like on Home page), that would include something like: Active Requests, Hold Requests, Customers with Requests, Active Trucks, Active ...