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Visible $ value for Material/Freight/Surcharge Price+Amt+Tax in Ticket Query for Customer Profiles
We have a lot of Customer's requests for Ticket query export to Excel with available $ value in Material/Freight/Surcharge Price+Amt+Tax fields.
Customers need to ...
Under consideration
Web Portal
Ability to EDIT or REVISE an invoice
Ability to edit or revise an invoice and keep the SAME invoice number or maybe the same invoice number-R (for revised).
Under consideration
Web Portal
Inventory detail
under the inventory tab, it would be nice if you could click on the outgoing and incoming tickets and see what those totals comprise after you click on the individual ...
Under consideration
Web Portal
Add SSO integration
add Single Sign On integration ability. Everyone is always concerned about security and data safety. SSO makes managing users (both onboarding and off boarding) ...
Under consideration
Web Portal
Hauler Insurance Expiration
Changing update info so that when we update the haulers ins info it will also change all trucks under the Hauler. Currently we are having to change each individual ...
Sync Truck Documents to Desktop Ticketing Application
Sync Documents and Images uploaded to a Truck to the Desktop Ticketing Application so Operators can add and view things like Overweight Permits without having access ...
Location of Pickup not visible when adding dispatches to trucks from the Trucks View
Sometimes we can fulfill an order from multiple locations and yards depending on where the truck is and what is most efficient. When adding a request to a truck in ...
Add in a way for users to set up Dispatch, but not have access to assign haulers and trucks
Have a way for a user to set up the top part of a dispatch, but not control the Trucks or Haulers assigned to the dispatch
Add Request Reference Number visibility to Load-Out In Yard and Ticket Query
Visibility to the RR# is important for Orders with one RR# (or PO#) per truckload. A quick way to see if that RR# is already in the yard being loaded without having ...
Ability to edit Haul Rates on an Order Product in Hauler Pay > New Payment
Will need an extra grouping under Hauler? Hauler > Order Product > Trucks?
Under consideration
Web Portal
Option to upload an image to Ticket or POD from the Web Portal (after it is created)
Add in a way to upload a supporting image to a Ticket or POD record from the Web Portal. This can be useful in situations where you have an incorrect image on the ...
Under consideration
Web Portal
Add a Yard tab to the Dashboard Ticket Summary
Under consideration
Web Portal
Do not split out Dashboard Order tab rows by order-product
Currently, the Dashboard ticket summary table Order tab splits out each row by order-product, instead of summarizing on the Order itself.
Under consideration
Web Portal
Clear out Last Haul date when an order is copied.
When an order is copied in the order screen, the last haul date from the copied order stays with the copy.
Done
Web Portal
Add more than 20 characters in the Customer Contact Name field
There are customer contacts that have longer names. Need to increase the amount of characters allowed please.
Under consideration
Web Portal
Add Quote Rejection Reason
Add in a place to list a reason that a quote is rejected.
Done
Web Portal
show numbers of trucks assinged/requested on whitebaord
from a quick view it would be good to see how many trucks were requested vs assigned on and order without having to go in and check each one
Filter Ticket Query by Salesperson and show as a column
Under consideration
Web Portal
Add in additional info to email Notifications
Add in the ticket info, PO, and Job number (and anything else that regularly prints on tickets) It would also be a good idea to add in the ticket PDF as an ...
Done
Web Portal
Add Default tax rate by product
For the products that will always be non taxable (imports that will be recycled) have a default tax rate that will always supersede other tax rates that would ...
Done
Web Portal
Add Export to Excel for all resource tables
Add in the ability to export an Excel file (like on the Trucks page) to all of the various resource tables (and order table) to create consistency for exporting ...
Under consideration
Web Portal
Add Order Product Surcharge by percent
Add in the ability to set product surcharge by percent by unit/load, instead of using manual calculations of the surcharge percent based on the unit/load price.
Move "Add Truck" button in manual Ticket Entry
The "Add Truck" button was moved with the most recent Web Portal update, and it now is included when "tabbing through" the Ticket Entry page. This slows down entry, ...
Under consideration
Web Portal
Have a default pay type for a customer
Cash customers for example should be able to default to the "Cash" or "Credit Card" pay type.
Some account customers may want to be set to "Charge Show $"
A ...
Planned
Web Portal
Mass email invoices
Add option to mass email invoices in a batch like you can mass email all statements at once.
Already Available
Web Portal
Notes and Documents
When I enter a note under an Order (Notes and Documents), there should be some sort of indication that there is an note there like an red exclamation mark or a red ...
Already Available
Web Portal
Scheduled Reports Additional Output Options
If the reports could not only be sent out PDF or CSV but of other output options as well such as HTML. That way the recipient doesn't have an attachment but has it ...
Not planned
Web Portal
Freight price box not highlighting 0 when tabbing through
With the most recent update, the zero remains in the box when tabbing down so a $6 haul is entered as $60 if it is not caught. This box should highlight the zero when ...
Already Available
Web Portal
Reprint invoices by Customer
The ability to print or save copies of all individual invoices on an individual customer invoice history report. Report is available in Reports/Billing/Invoice Detail ...
Already Available
Web Portal
Add Track Changes to any feature where data is changed: Orders/Quotes/Products
Show list of people with date and time when last edit was made.
Already Available
Web Portal
Add button to close all open orders or mark them as inactive
We have some folks who run very seasonal businesses. This means that at the end of a season, they will have many, many open orders.
Then, when the next season ...
Already Available
Web Portal
Enter Customer Name on Quotes without using Pop-Out
When creating a quote the system requires you to hit the magnifying glass to search for a customer. Is it possible to enable a search feature that allows you to ...
Solved Via Work-Around
Web Portal
Truck Setup to include Overweight Permitting Fields
There are insurance date and license date expirations fields, but there is not a field to capture an overweight permit expiration date in which the system would use ...
Track Cleared Batches / Invoices
Track Cleared Batches/Invoices
Info to Track:
When, Who, Date, Comment/Reason
Field Default Settings
Create a setting in the Portal Settings for mapping fields that will default to what is entered in another field.
For example, if a company uses the same info for ...
Under consideration
Web Portal
Add admin-only button to billing batches to manually mark them as exported
Add in a way for admin users or Fast-Weigh support to mark billing batches as "exported" manually through the web portal.
Under consideration
Web Portal
Add in Hauler ticket notifications
Under consideration
Web Portal
Total on Ticket Entry Screen
It would be helpful to have a ticket quantity and net unit total at the bottom of the page like the price total line. This would help us match up the total of what we ...
Done
Web Portal
Query shorts cut, customer name shortcut, ticket search improvement
Could the “query” button be in the middle of the page insteadof at the right side of the screen? Mostof what I look up is on the left side of the screen. Is there a ...
Under consideration
Web Portal
Effective Dates on Tax Codes
Typically states release Tax updates a few months ahead of time and we would like to have these set when we receive them. It would also help with billing and cash ...
Change RFID Field to Varchar for use of ACSCII tags i.e. Transcore add an RFID "Active" Flag
Use Case:
Truck 223 works as a Carrier A 50% of the time at a kiosk location, the other 50% of the time they work for Carrier B also at a kiosk location so there ...
Additional info on text notification
It would be nice to get the Order Name and or Deliver Notes on the text notification to customers, so they know where the load is going without having to open the ticket
Under consideration
Web Portal
Add Request Description/Notes Column to the Request Dashboard
A column for Request Description or Notes to add specific details or reminders for the scale-master to see. Often times, we have scale-masters filling in at a new ...
PO and Job Box Characters
It would be helpful if the number of characters in the PO box and Job box on the tickets to be increased to the max possible like the Order Description Box. Right now ...
Under consideration
Web Portal
Search boxes - All Modules
It would be great if we could manually type in all search fields in all modules to eliminate additional pop up boxes and clicking when we know an account number or ...
Under consideration
Web Portal
Notes In AR Module
It would be wonderful if there was a note section in at least one of the AR module pages to reference while working accounts. This would allow tracking collection ...
Add Inventory Management to Location Operator Role
have an operations user account by location for plant/site managers. They would be able to enter inventory production.
Under consideration
Web Portal
Return Tab
I have some customers who return material from time to time because they took too much. The problem is that I have to adjust another ticket to account for that ...
Account name & Number
Split the account name & number from all pages and reports to be able to sort and filter the accounts alphabetically. (This would greatly help with billing)
Under consideration
Web Portal