Ryan (CTO, Pinellas Computers)

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  1. 25 votes
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      6 comments  ·  General  ·  Admin →
      Ryan (CTO, Pinellas Computers) commented  · 

      Yes please. I've had several clients unable to use payment portal because their browser ID's it as dangerous. Calls about it all the time.

    • 0 votes
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        0 comments  ·  General  ·  Admin →
        Ryan (CTO, Pinellas Computers) shared this idea  · 
      • 165 votes
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          46 comments  ·  General  ·  Admin →
          Ryan (CTO, Pinellas Computers) commented  · 

          RIP

          Ryan (CTO, Pinellas Computers) commented  · 

          Lol @ CWW 😭

          Ryan (CTO, Pinellas Computers) commented  · 

          Anxiously waiting on this for: Residential VIP contracts, Business MSP contracts, Lease HW Agreements, Stored CIM Payment Authorizations, Equipment Rental Tracking, etc.

          Ryan (CTO, Pinellas Computers) commented  · 

          "Early 2017" window ends in 11 days XD

          Ryan (CTO, Pinellas Computers) commented  · 

          Hopefully this will be the next project to get "started"...

          Ryan (CTO, Pinellas Computers) commented  · 

          Q1 2017 ends in a week :)

          Ryan (CTO, Pinellas Computers) commented  · 

          57 votes! @RS: Please make this planned, or even better - started <3

          Ryan (CTO, Pinellas Computers) commented  · 

          @Henry/Barry/Traci/Jeff/Tim: It's up to you all to get this pushed and approved by RS. My ideas still get lots of votes but never carry enough weight. I've stopped pushing for updates and just deal with it now. Good luck!

          Ryan (CTO, Pinellas Computers) shared this idea  · 
        • 1 vote
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            1 comment  ·  General  ·  Admin →
            Ryan (CTO, Pinellas Computers) commented  · 

            Differentiate Between SWIPED and KEYED Transactions EVERYWHERE... I was just about to post this new request and came across this one made 2 years earlier.

            The Gateway Reconciliation Report REALLY needs a filter for Swiped vs Keyed. Our Auth.net account batches retail/ecommerce deposits separately, so while the GR report will show a total of $3,000.25 - our bank will have two deposits for variable amounts, totalling the sum of the GR report - SUPER difficult to reconcile, and a nightmare on Mondays when we get two sets of deposits for Friday, Saturday AND Sunday all on the same day.

            A simple label for "Swiped" and "Keyed" with a filter to select one or both would be infinitely helpful. Then we could run a report on all the deposits of each type and do both reports in under 5 minutes. Otherwise, it's a daunting task of figuring out which two deposits equal the total payments for each day. This is a very minor feature request and would save users lots of time every single month.

            Also, the other data listed originally would be super nice to have at a glance as well. Two years and patiently waiting. Thanks.

            Ryan (CTO, Pinellas Computers) supported this idea  · 
            Ryan (CTO, Pinellas Computers) shared this idea  · 
          • 6 votes
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              planned  ·  7 comments  ·  General  ·  Admin →
              Ryan (CTO, Pinellas Computers) commented  · 

              Copy of my original post from duplicate post on 6/23/2014 - [Change list "types" to auto-fill drop downs] :

              I was originally making this suggestion to request the "referred by" field type be converted; but then realized there's several different lists and modules in RS that are using inferior, non-editable, databases. Specifically, the "referred by" field is hugely important information, as you all know. My list of ways-customers-are-acquired is ever-growing. As of now, I've tried to combine certain referred terms together to make it easier to figure out what we're looking for. However, this is proving more difficult.

              I have the perfect solution for how to add/edit/delete these types of terms, and the best part is you're ALREADY using it! It's the same as your inventory items fields! They are amazing, and here's what is to be gained by converting ALL lists in RS to the same type as inventory items:

              - Items are searchable by ANY word in the description (ie. I could just type FAMILY and it would pull up the term called CUSTOMER REFERRAL, FRIEND, FAMILY, PREVIOUS CUSTOMER)
              - Items are editable and would update existing uses of existing terms (which is a big deal because right now you can only delete a term, which deletes all uses of that in the system, including existing)
              - Items are organized (I have no idea why the current system doesn't let you organize by name or specific order - very annoying)

              This is a simple conversion request, NOT a new feature. It's so obvious that the way inventory items is great, which is why it's used in the module with the most values in it. Why not start using this "item list" method for EVERYTHING - Ticket problem types, ticket status list, list of product categories, logistics, preferences, etc.

              Please let me know if this makes sense. It's a really good idea to make the system more "editable", rather than just deleting and adding stuff all the time.

              Ryan (CTO, Pinellas Computers) commented  · 

              Darn, our votes for the exact same thing are scattered between 2 separate forum posts. I had made this one literally 2 weeks before this one was made:

              http://feedback.repairshopr.com/forums/165658-general/suggestions/6088913-change-list-types-to-auto-fill-drop-downs

              @RS - Can you merge these votes together or something. Any updates on this (or mine, which talks about even more modules where list types could use adjusting)?

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                0 comments  ·  General  ·  Admin →
                Ryan (CTO, Pinellas Computers) shared this idea  · 
              • 1 vote
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                  0 comments  ·  General  ·  Admin →
                  Ryan (CTO, Pinellas Computers) shared this idea  · 
                • 33 votes
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                    6 comments  ·  General  ·  Admin →
                    Ryan (CTO, Pinellas Computers) commented  · 

                    @RS: So, did this guy just straight copy my original feedback from 2014, or was mine duplicated and merged into this topic? Trying to figure out why my verbiage is straight taken:

                    http://feedback.repairshopr.com/forums/165658-general/suggestions/6846569-disallow-resolved-tickets-from-re-opening

                    Ryan (CTO, Pinellas Computers) commented  · 

                    @RS: I can see now how re-opening old tickets is a common helpdesk feature, but I definitely think it would be helpful to make the custom re-open time window. Something like 7 days would be an awesome default for most shops to answer follow-up questions and remedy warranty tweaks. After that time window, it becomes a new inquiry/issue and would help repair shops track new jobs much better :)

                  • 35 votes
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                      4 comments  ·  General  ·  Admin →
                      Ryan (CTO, Pinellas Computers) commented  · 

                      1. Locations already do get unique address tags {{location_address}}. Banking info might be difficult, but agreed with tags for every location-specific reference.

                      2. 100% agree on locking visibility of these to locations. That's what location permissions are for!

                      3. Agreed, but email sucks so not pressing for this.

                      4. 100% agreed, just as with #2. Everything should be filtered to location permissions!

                    • 9 votes
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                        5 comments  ·  General  ·  Admin →
                        Ryan (CTO, Pinellas Computers) commented  · 

                        RS: Already works. Ctrl and Shift click are how we do this.

                      • 45 votes
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                          5 comments  ·  General  ·  Admin →
                          Ryan (CTO, Pinellas Computers) commented  · 

                          +1 for proper DID formatting. Even 888-555-1234 would be great!

                        • 21 votes
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                            8 comments  ·  General  ·  Admin →
                            Ryan (CTO, Pinellas Computers) commented  · 

                            @Francesco: This post is requesting to print just ticket worksheets. Sounds like you are having an issue with {ticket_status}} tags or just printing tickets PDFs? Please elaborate....

                            Ryan (CTO, Pinellas Computers) commented  · 

                            This is very simple and super simple to add. Please just add the one little PDF dropdown option. It literally just needs to contain {{ticket-worksheets}}. Please.

                            Ryan (CTO, Pinellas Computers) shared this idea  · 
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                              2 comments  ·  General  ·  Admin →
                              Ryan (CTO, Pinellas Computers) commented  · 

                              Realized the "Daily Payments Report" actually does most of this, just lacking the ability to filter by payment type, and the 'grand total' (by payment method) at the bottom. RS said they are updating to resolve this soon, so I'm considering this tentatively closed since we were able to get the info we needed and it will be easier soon. Thanks!

                              Ryan (CTO, Pinellas Computers) shared this idea  · 
                            • 12 votes
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                                1 comment  ·  General  ·  Admin →
                                Ryan (CTO, Pinellas Computers) commented  · 

                                Oh, I forgot step #5 in the current process: You must REMOVE the line item on the original Estimate, since the new pending charge from Logistics is a DUPLICATE line item.

                                Ryan (CTO, Pinellas Computers) shared this idea  · 
                              • 3 votes
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                                  1 comment  ·  General  ·  Admin →
                                  Ryan (CTO, Pinellas Computers) commented  · 

                                  Especially in leads

                                • 6 votes
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                                    under review  ·  1 comment  ·  General  ·  Admin →
                                    Ryan (CTO, Pinellas Computers) commented  · 

                                    Just found this forum post made shortly after this one talking about the same thing, which is now marked as Planned:
                                    http://feedback.repairshopr.com/forums/165658-general/suggestions/6155217
                                    Please migrate all votes to the link above.

                                  • 13 votes
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                                      under review  ·  30 comments  ·  General  ·  Admin →
                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Randon: Sorry I'm just seeing this. UV doesn't alert me for some posts. IDK why. To answer your question, I've spoken with about 5 users individually and they have all got my version working on FreePBX or PBXIAF or Asterisk.

                                      Put simply, it's a custom outbound dial plan; not a traditional option or click-done solution. Unfortunately, I don't have the time to go through each setup and give precise instructions to get it to work. It took me the better part of 25+ hours of testing and Q&A on forums to get mine to function, and it's definitely a work-around. I've spoken to Troy about it once or twice, but I think we're both worried it's not "perfect" and don't want people complaining if they can't get it working.

                                      If anyone is SERIOUSLY interested in getting it implemented, I'd be willing to do a 1-on-1 phone chat and screen sharing conference to go over EVERYTHING on how it works, what it requires, and what's missing - under the condition that either YOU are an Asterisk EXPERT who can figure out how to fully create a 100% fully functioning dial-plan for it, OR are willing to HIRE someone (on Freelancer or whatever) to develop the working code.

                                      I've got so much done already, and it works 99% - I just want it done cleanly and properly so it doesn't need 5 settings changed and not knowing if it effects anything else. I also want a final feature added to ID which ext dials out (which is very doable). There's tons more that can happen as well (follow-up comment on call length, which ext picked up inbound calls, etc) but I'm past all of that for now. So if you're up to handle as I described, please contact me directly - you can find my company info in my title and call saying you're with RS and you'll get patched in to me.

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Joseph: Thank you so much for the tip on getting it to work in Fonality! Any chance you'd be up for figuring out the 4 sub-ideas I posted about?

                                      @Aaron: That sucks it broke your call recording - not sure why though; ours is still working fine. Please do post if you find a solution to remedy that. I'm sure you found the outbound CID to be awesome and hate to have to choose. I know Elastix is built on FreePBX, so I'm not sure what's different. Any updates?

                                      @Andrew: Troy isn't really heading figuring this topic out from what I gather. He has been helpful in providing custom HTTP strings by request to get us usable query code to use in our PBX, but doesn't want to figure out how to get it working in EVERY different PBX. This is more a mod to a PBX than an RS feature - he's just giving us the tools to make our projects work.

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Aaron: I have a feeling this may be either a random prerequisite I have in our PBX (which I can't recall) or a slight difference between Elastix and FreePBX. If you do figure it out, please post it on here, as you did about the [outbound-route] tip. As I mentioned in our DM, I think it may be worth having a freelance hire to make the code the right way to work with all Asterisk/FreePBX variants. If you do end up going that route, please consider having them also take care of the additional requests I listed below to @Joseph :)

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Joseph: AWESOME! Really glad you got it figured out. Totally one of the most helpful communication integrations, is it not? I'm a huge fan of linking great features together, and this compliment to the inbound CID lookups is critical.

                                      Now if we could get some extra time to figure out how to code these in (maybe you can help figure them out and provide @Troy with simple HTTP functionality needed and he might make it happen like he did for me with the outbound add-on code?):

                                      1. List the DID the customer dialed in from, in the Inbound Call string.
                                      2. List the EXT the tech called out from, in the Outbound Call string.

                                      Less important, more difficult:

                                      1. (After answering incoming call) - separate private comment, listing the EXT which answered.
                                      2. (Post call) - separate comment, with link URL to the call recording (if activated) on the PBX.

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Joseph & James: Sorry my alerts aren't working on this post. I don't have time to do a great write-up on this right now, and Troy hasn't really given me any incentive so it's not on my priority list. Anyways, here is a quick instruction list of what we have:

                                      1. Make sure the cURL function is installed on your PBX (comes prepacked with Elastix)

                                      2. Add the following at the bottom of the file extensions_custom.conf:

                                      [outbound-allroutes-custom]
                                      exten => _NXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")
                                      exten => _NXXNXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")
                                      exten => _1NXXNXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")
                                      exten => _+1NXXNXXXXXX,2,System(curl "http://YOURSUB.repairshopr.com/api/callerid/?did=${EXTEN}&outbound=true")

                                      3. Save and Reload the Asterisk engine (on that page in Elastix)

                                      PS. Here is a link to the original forum post where I got help making this happen. Please don't follow the instructions from the beginning of that, because I encountered issues and fixed them down the road. Further, I elaborated on new ideas at the end of that post, so the above code is complete and correct.

                                      http://forums.asterisk.org/viewtopic.php?f=13&t=95540&p=212273

                                      I have a lot of customization in our PBX, so not sure if one of them is a prereq for this to work, but post your findings and any issues on here and I'll do my best to help.

                                      Thanks!

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Mark: Sorry I JUST saw this, really late. This is working 100% for us. I can only confirm it will work with Elastix (which is the PBX software we run). But I think any PBX that can utilize cURL will function. @Chuck tried with another PBX and said no joy, but I didn't get to look at it so I can't say it works or doesn't with other OS's.

                                      The only oddity is that we sometimes get random CID posts from non-10 digit numbers. Like, if a vendor calls back with a fake CID (like 44500) it will match to a random customer profile and say "Customer called from phone number 44500 on a random profile. Idk why that is, but it's rare enough that we almost never see it.

                                      A little annoying because it's a dialplan mod, instead of a feature code to "paste" in. Still, it's unbelievably helpful and we love it. I'll give Troy the info so he can write up a tutorial, but I can't make a ton of time to troubleshoot. I can attest that we're running Elastix 4.0 after an upgrade from 2.5 and all still works :)

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Troy, I made another subject to this post here so it wouldn't get lost once you mark this topic as Completed: http://feedback.repairshopr.com/forums/165658-general/suggestions/9707706

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Sam: Yes, this IS working, but it isn't exactly a "conventional built-in" feature in most PBX systems (in the way that incoming CID lookup sources are). It required us making a custom dial plan to run against all external call patterns. A little advanced, but works without having to hack/rig your system any more than what would be considered "advanced customization". In any case, here's exactly how it looks in our account on tickets and in the customer communication log: http://i.imgur.com/CEV80RX.jpg

                                      I don't want to upset Troy if he doesn't want the instructions released. @Troy: Let me know if I can post it here, or if you were planning to write it all up officially?

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      @Mark: Yes, I do believe this is possible, but I haven't had enough free time to go into testing ways to make this work. It really would just involve some additional variables being added into the custom dialplan. It is on my list, and I would like to accomplish all of these things:

                                      1. Outbound calls - Show the extension used to dial outbound calls
                                      2. Inbound calls - Show the phone number (DID) which was dialed by the customer
                                      3. Inbound calls - Show the extension that answered the call on your system

                                      I've looked into it already, and it looks like the additional variables will be ${CALLERIDNUM}, ${DNID}, and ${EXTEN}. The issue I fear may be problematic is that (on incoming calls) this would result in the call alert (including HUD alerts) to be delayed until AFTER the call is answered. However, I don't think there'd be any issue with this on outgoing calls, so it's worth looking into.

                                      I'm certain RS will not add the ability to link any specific Tech Names to extension numbers, but even just the extensions will be invaluable information. I'm glad someone else is thinking about how powerful this feature could become. Any other ideas you've had about it to voice?

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      Update for everyone: This is in progress and Troy has made a beta API add-on for this to work. I've tested it and it's working. We're just making some minor adjustments to when/how it functions specifically, and then it should be ready for Troy to add instructions to the Knowledge Base. Boom!

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      EXCITING NEWS EVERYONE!

                                      I have officially figured out how to get outbound CID call tracking to work 100%. Further, I’ve SIMPLIFIED it so it’s even easier to setup than the inbound CID lookup source! It’s literally one line of code you add into FreePBX/Asterisk/Elastix/Trixbox and you’re DONE! No additional packages or add-ons to install, no programming custom rules, etc. I’ve spent 5.5 HOURS researching this today and it was worth it!

                                      All I need from Troy to make it function properly is the (almost) duplicate API URL lookup. This would result in a different URL lookup performed for incoming calls vs outgoing calls. Then just change the subject/text (for the comments on Tickets) and call log notes (for the Communication Log).

                                      Here’s what I need Troy to make: Outbound CID URL Lookup
                                      String: http://YOURSUBDOMAIN.repairshopr.com/api/outboundcall/?did=2065553222
                                      Subject: Outgoing Call (alternative to ‘Incoming Call’ subject)
                                      Comment: Tech called out to phone number 2065553222
                                      Communication Log Note: Made a phone call to 2065553222

                                      I'll send Troy all the details and we can get the instructions posted with the rest of the PBX setup instructions here when done: http://feedback.repairshopr.com/knowledgebase/articles/254824-how-does-the-pbx-integration-work

                                      BOO YAH!

                                      Ryan (CTO, Pinellas Computers) commented  · 

                                      I've spent a good amount of time looking into options on how to get this to work. I haven't been able to test/confirm what @Mark said, but I guess his system (not sure what it is?) uses the same CID lookup source for outgoing calls? That actually sounds HORRIBLE, because it would say the customer called IN when a tech actually called OUT; which could really get confusing for reference purposes.

                                      However, this does give evidence that outbound phone calls have the ability to send a CID lookup query to RS. With that fact, there is a great potential in the system for keeping even better logs of outbound calls to customers. My idea: Create a separate (almost duplicate) CID lookup source string - which, when queried, would post updates into RS with /slightly/ different post information. Examples:

                                      Inbound CID string: http://YOURSUBDOMAIN.repairshopr.com/api/callerid/?did=2065553222
                                      Subject: Incoming Call
                                      Comment: Customer called in from phone number 2065553222

                                      Outbound CID string: http://YOURSUBDOMAIN.repairshopr.com/api/outboundcall/?did=2065553222
                                      Subject: Outgoing Call
                                      Comment: Tech called out to phone number 2065553222

                                      Hopefully we can figure out how to make FreePBX/Elastix/Trixbox/etc use the new query string. BUT, even worst case scenario - we could set an option all phone numbers on the RS website to be LINKS in which, when clicked, would submit the Outbound CID string in the background, therein adding an Outbound Call comment to customer tickets and communication logs.

                                      THIS WILL HELP MISCOMMUNICATION ISSUES BETWEEN EMPLOYEES AND CUSTOMERS - I PROMISE!

                                      Ryan (CTO, Pinellas Computers) shared this idea  · 
                                    • 19 votes
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                                        under review  ·  7 comments  ·  General  ·  Admin →
                                        Ryan (CTO, Pinellas Computers) commented  · 

                                        Just found out that was secretly completed without notice -_- Pretty much exactly what I originally suggested, so nothing further to detail. There's now a field to "auto expire estimates after X days" hidden under Estimates > Preferences.

                                        @Admin: Please mark as resolved so everyone who voted will be alerted.

                                        Ryan (CTO, Pinellas Computers) commented  · 

                                        @Daniel: Agreed!

                                        Ryan (CTO, Pinellas Computers) commented  · 

                                        Lots of votes here. I don't see making another simple automation check run at the end of each night to be too much work. Any chance this can get completed?

                                        Ryan (CTO, Pinellas Computers) commented  · 

                                        I still think this is a really good set of ideas that will resolve many issues users are having with the Estimates module. It fixes old estimates that are past their valid dates for approval, and automatically handles all non-approved estimates upon ticket resolution. With just a little bit of work, the Estimates feature could work so much better :)

                                        Ryan (CTO, Pinellas Computers) shared this idea  · 
                                      • 8 votes
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                                          planned  ·  8 comments  ·  General  ·  Admin →
                                          Ryan (CTO, Pinellas Computers) commented  · 

                                          Troy: Am I correct in understanding the new one-time inventory will still require "adding in" the same way as current inventory (by PO or product-create rights), without a way to quickly "add item" with just a name/cost/price? And will be "mixed in" with all other inventory, rather than having its own separate module/section?

                                          I got super excited when I read the header title, but then sad after not seeing many of the details I was counting on. Is this nothing more than an additional check box to "disable when out of stock"?

                                          Ryan (CTO, Pinellas Computers) commented  · 

                                          @Troy - I see the refurbs module went live recently. This is nice (especially tracking additional costs and total invested cost), and will definitely ENHANCE the module I'm referencing in this post, but please confirm the refurbs module is not the final result.

                                          We still need a place to view ALL non-regular/unique/random items we have for sale. Refurbs would absolutely be one example of things that fit that description, but no the only thing. We still have no way to see "the 500+ random parts/peripherals/equipment we have in the back room that we need to sell". :)

                                          Ryan (CTO, Pinellas Computers) commented  · 

                                          You must have said something like "Damn Ryan, all of your ideas seem to be gold! If RS isn't paying you for all the work you do, they should be..." LOL!

                                          Ryan (CTO, Pinellas Computers) commented  · 

                                          @Curtis: I keep telling Robert in Troy that in a joking manner, but thank you for agreeing. My real job as owner of a big chain company is to make our process simple and efficient. All of the ideas and suggestions I make are geared towards making that happen.

                                          Ryan (CTO, Pinellas Computers) shared this idea  · 
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                                            9 comments  ·  General  ·  Admin →
                                            Ryan (CTO, Pinellas Computers) commented  · 

                                            @RS: We have been waiting patiently for a confirmation or insight on this topic for over 18 MONTHS :( Can we PLEASE have some basic customizable settings for discounts? Just two simple additions would make ALL the difference for us, and would allow us to archive over 20 separate discount line items from our inventory list; since they'd all be depreciated by this upgrade:

                                            1. Allow us to enter a custom list of "discount reasons" (much like we can with Ticket Issue Types). These custom reason codes would be a dropdown option next to the discount $ and % fields in line items, allowing us to categorize and track details for each discount that gets applied. (Examples: Competitor price match, Pricing error, Manager authorized, WARRANTY WORK, etc). Bonus: Add a small text field so we can enter in an explanation, if necessary.

                                            2. Add additional filters to the Discount report: Product category, Discount reason code, Discounted by (tech name). This would make reporting and auditing SO much more efficient, and would help us more easily identify exactly WHAT we're having to discount due to our errors (warranty work, pricing mismatch, etc).

                                            With these MINOR enhancements, we could fully eliminate all 20 of our old discount line items; hardening our security groups and heavily minimizing our financial auditing process. Please Please PLEASE! :)

                                            Ryan (CTO, Pinellas Computers) commented  · 

                                            @Jordey: The discounts report is a great start, but it's missing some critical information. The description is kind of useless, as most of our products have VERY lengthy descriptions are are never edited. The rest of the report is helpful. I'd propose removing the description and making these changes:

                                            Add field to show which user applied the discount; if different than who made the line item.
                                            -Add filter to show discounts from only specific users selected.
                                            Add discount "subject/reason" list to choose from, to better group/track discounts
                                            -Add filter to show only discounts with specific subject/reason.
                                            Some way to show the total # of discounts for a specific product category or instance.
                                            -Add filter to show only specific product categories

                                            Ryan (CTO, Pinellas Computers) commented  · 

                                            @Troy: Patiently waiting for this simple report so we can eliminate all of our "discount" line items and just use the drop-down discount area.

                                            Follow-up: I should have mentioned the discount feature should be robust enough to also track the user who added the discount; in the event they are different than the tech who created the actual line item.

                                            Extra: Would also be cool to have a discount reason code called "Other" which would pop a text field and allow the tech to make a short note if it didn't fit an existing reason code.

                                            PS. With the power of an "audit" report as I described, we would even be interested in making a reason code called "For Review - Tech Auth" so that regular techs could make a discount in the event of an emergency (no manager available, known authorized reason). Then
                                            our customers wouldn't be inconvenienced and we could quickly review these later.

                                            TL;DR: Make discounting as powerful and simple as it is at big-box stores!!!

                                            Ryan (CTO, Pinellas Computers) commented  · 

                                            PLEASE DONT MARKED THIS AS COMPLETE!!

                                            The new "discount report" is good to see, but looks much like the older detail reports that have been replaced with new summary reports that can be searched and filtered better.

                                            Can we look forward to a "discount summary report" where we can filter by product category, user who added the discount, and reasons for applying the discount?

                                            Ryan (CTO, Pinellas Computers) commented  · 

                                            Thanks for the feedback everyone! Also, agreed with @Jordey on a more thorough report to break down all the important details: (item price, discount amount, discount type, user who discounted, location).

                                            We're really trying to push for this idea getting implemented for several reasons:

                                            1. We want to eliminate all of our redundant "discount" line items in our account, since right now ANY user can add those line items and discount things. The new discount feature is security group based, so we can limit that to specific users only.

                                            2. We want to start making "fake discounts" on our computers (the same way BestBuy and other big box stores do) where we invoice for the computer's original total, and then "discount" it as discount reason code "On Sale" to add perceived value to the customer.

                                            RS: Along with this, it would also be very helpful for us to show the original price (with a strikethrough) on the invoice PDF - the same way it's shown on the web GUI. Again, perceived value matters to the customer! I think there's already several requests for additional pricing tiers. Maybe a tier for "MSRP", which would show with a strikethrough if our "Retail" price is less than the MSRP?

                                            Let's get some more votes and feedback so we can get this topic APPROVED and IMPLIMENTED!

                                            Ryan (CTO, Pinellas Computers) shared this idea  · 
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