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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 ...
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. ...
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 ...
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 ...
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 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, ...
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 ...
Add "Inactive" on Item Master
Similar to the inactive feature on orders, add a button to an item record. Currently, the suggestion is to add "INACTIVE - DO NOT USE" in front of the item.
Add "Require PO Number" setting
Add an option to require a PO Number, and prevent ticketing if the field is blank
add an expiry date to entire order
Have an expiry date on the entire order not just the products in the order.
Email Distribution Features
Add custom email reply-to addresses and better control over distribution
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 ...
Restore duplicate ticket alert
The software used to alert us when a duplicate ticket number was being entered. That feature has been removed. Our staff member who enters outside tickets into FW ...
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 ...
Customer Categories
Idea to create some system of category organization for customers, similar to product categories. Example customer categories people might use: Cash customers, ...
WARN / RESTRICT Settings for Customers who have exceeded credit limit in Scale App
Add setting for Weigh-Master to be warned or denied on ticket creation if a customer has exceeded their credit limit.
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 ...
have the option to make a location Inactive
can you make an option where we can make a location inactive.
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
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: ...
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 ...
Ablity to group customers under a parent number
Sometimes one customer might have multiple locations, but pays all under one check or shares a credit limit, the ability to link them together, especially in applying ...
Favorites in Reporting saving the preset pararmators
Allow a report to be saved as a template / Favorite with the defined selections made - ie all locations, all regions, group by options.
Add region, location, and yard parameters to Scheduled reports
Add in optional region, location, and yard multi-select parameters to the scheduled report setup
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.
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 ...
Quote Acceptance Email
When a quote is accepted, or rejected the sales person should receive an email notification.
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 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.
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).
Billing History - Multiple selection for bulk export
Two different scenarios:
"Credits" Batch Type, be able to select multiple invoices that can be exported individually.
"Invoices" Batch Type, be able to select ...
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: ...
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.
Order Level Credit Limit
We have customers (mostly County and Government) who order with blanket Purchase Orders. They may send us a PO for $5,000.00 and buy several different products. We ...
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 ...
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.
Hide Inactive Trucks and Haulers in Ticket Query>Ticket Edit
Currently you are able to select an inactive hauler or truck when editing a ticket in the ticket query. This could lead to potential mistakes when editing a ticket. ...
Add ability to attach photo
Add ability to attach photos or PDFs to tickets entered through the portal. For example, we have arrangements with certain types of trucks who don’t scale, but ...
Print invoices in alphabetical order
Be able to print invoices in alphabetical order rather than customer number order.
Add the ability to Edit the Invoice Number
Manually be able to edit the invoice number before creating the batch or even afterwards.
Revision box on bulk ticket edit
Allow for a custom revision message to be applied to many tickets via bulk ticket edit.
Add adjustments to the add multiple products option on Orders
Add adjustments to the add multiple products option in the order screen
Phone numbers in Orders
It would be great to have a separate field in an order to enter phone numbers that you could search by for customers to quickly locate their 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 ...