Our plan with this is to build a few options to choose from, with minor things able to be enabled/disabled. These aren’t built in a technology that allows us to make an editor though.
It’s planned, but no estimated time we’ll actually work on it.
Hmmm. Just was looking back at this and noticed I pasted the wrong printer link that I was bragging about - LOL. It's actually the 720, not the 570; not sure how that got mixed up. Anyways, here's the one we'd love to use with size/orientation adjustable to work with RS and CloudPrint: http://www.amazon.com/Brother-Professional-High-speed-Networking-QL720NW/dp/B0081TZD54/
Make sense. Would you want these to show up in the Customers section, though?
@Robert - Following up on your comment from 12/26/13:
Vendors is becoming such a big part of operations now that POs are being updated. If you think about it, workflow on the "back-end" works like this: Vendors >fulfill> Purchase Orders >using> Inventory >onto> Estimates/Invoices. As such, I truly think Vendors will soon deserve it's own module and toolbar icon on the top of the app.
The idea of having a fully featured database just for vendors and contractors, with all the features of customers (attachments, invoices, linked contacts, etc) is amazing. Many of our vendors have multiple account numbers, phone numbers, separate reps for sales/support/shipping/etc.
Any chance this is coming after the PO module is finished updating? :)
@Robert: The answer to your question about this showing in the Customers section is "no". Vendors need to be in a separate section like they are now, but should have all the same features that the Customers module do. Is it possible to revamp the Vendors module along with the Purchase Orders module? They are very related...
@Kevin - I totally didn't notice this post before making this: http://feedback.repairshopr.com/forums/165658-general/suggestions/7084860-upgrade-account-detail-type-for-employees-and-vendors
Is this similar to what you were thinking? The main feature I wanted was the internal RS CID lookup, which is where my idea stemmed from...
@Rob - That's the same post.
Related to this, two great ideas:
1. Put some active content a tracking tag in emails to the customer, so we can tell if they email has been viewed.
2. Deleted ticket comments should not "disappear" completely. They should instead be edited to show a strike-through. This would make them not print on paper/PDF, and would not be visible in the customer portal; but it would still be known that it was emailed/visible at one point. We may not know if they saw it so we can't just pretend it never happened.
Similarly, it would be awesome to be able to see if customers have viewed certain items in their customer portal. There's another thread where a user mentioned putting a small eyeball icon next to tickets, estimates and invoices to signify if the customer has clicked and viewed it yet.
Same thing goes for emails that are sent out. There could be a small line of code that loads a pixel file which could relay to the ticket if the email sent was read by the customer. Then you could put the little eyeball icon on the ticket comment line so we can tell if the customer has read it yet.
I agree that the little blue envelope icon would be sufficient, but I think it would be a lot more intuitive and easy to understand at a glance if the entire comment line was highlighted; kind of like the yellow highlighted private comments.
Green could mean it was emailed to the customer, yellow could remain for private comments, and white could be public comments that were not emailed. Maybe even Green yellow and red to signify if it was sent, not sent, or private.
4 votesRyan (CTO, Pinellas Computers) supported this idea ·
@Martin - I was just about to post this and found your post in the "suggested results" - AWESOME!
I love this idea and the "checkbox to activate" is even better than my original thought. What I would suggest is showing the original price on the invoice, and having it crossed out with strike-through so the customer can see what they would normally pay.
For this, I would also recommend adding another price box to inventory items - MSRP. This is something I've always liked about receipts in department stores. They ALWAYS show the MSRP price, and it's almost always crossed out with strike-though to show me that I'm getting all of those savings. Subconsciously, it makes me feel special. Then, the MSRP price would always show with a strike-though, with the normal price (or On Sale price if the checkbox is ticked) on each line item.
Lastly (and just because it's related to the fields in inventory items) I'd like to again mention the idea of adding "best cost" and "max cost" fields to items. That way we can know if the item is outside our target buying cost. There's no way we can remember what we'd like to aim for on costs, since the current PO system updates the cost to the average across all POs.
Also, a current bug with this feature: If multiple POs exist for a single item, the blue airplane icon only links to the newest PO. There's no way to reference that multiple POs exist with that item.
Further, is there any way to show the quantity of items that are "in transit" next to the "on hand" quantities so that we can see if we'll have enough, or need to order even more?
Great idea @Mikel.
We're not even an MSP and this still sounds like a convenient idea. Good call!
Would everyone please add a comment to this and give a sentence or two about how they would like the integration to work?
- Eg, is it with a cloud shipping service?
- Do you download a file which some desktop app is able to open to make a label?
- Please let us know in the comments how this could work in your situation so we can get an idea what is involved
Great idea @Neill,
This should certainly be added into the Logistics module. It already handles transfers between locations and non-locations. Can you elaborate on some of the features you'd like to see integrated?
Definitely needed for big chain accounts. Great idea @Anonymous!
@Keith: I don't fully understand how this would work, but I love the sound of it. Could you please elaborate when you get a chance? Thanks!
I love this idea. It's very annoying having to click and guess which invoices on a ticket are open vs paid. Specifically deposit invoices. There's no way to tell the difference from inside of a ticket.
I also think this update would work even better with my suggested update to the ticket progress panel:
@Anonymous: What are your thoughts on integrating with that?
Does this mean I just wasted an hour writing this up?
I don't see how this is done?
@Troy: That's SO AWESOME to hear! Can I please be involved with the Q&A evolution of this new module? I have a lot of experience with working with inventory, both revolving and one-time-use, and I really think I could help make this idea great.
As you may have read on my other post (link below), I have a very intricate process that I think would be the perfect bridge between Inventory and Logistics. I think it's important that this doesn't overlap/mix with regular inventory (which gets regularly restocked), but would track to individual items (rather than a single item group).
There's so much to doing it the right way (I've done it ten different ways and know all the things to avoid). From organizing by categories rather than item names, to tracking purchase prices against sale prices. There's a lot of risk in buying now and getting paid later, but it can all work amazingly if the right workflow and security blocks are in place.
Very excited :) :) :)
@Sabrina: Does my mock up image in the following post sounds like exactly what you're looking for?
This should be accomplished with the upgrade to the Contacts module, supporting linked companies and linked contacts.
We also would love to see integration with some type of EFT/E-Check service (preferably Auth.net since we use them for CC already). From what I understand, the rates are similar to Debit cards, which are extremely low. Please add this!
Do you think this topic related to expanding the customers/businesses module would accomplish this? When describing it, I mentioned companies with multiple locations having "linked" accounts/locations that would do this. This would allow you to have a separate account/information/details for each location; all while having them all contained in one master "container" business account.
Let me know what you think...
Shout out to @Daniel
I think this kind of ties into a previous request I made for "Deleted tickets/invoices/etc":
Also, this recent one about audit reports for deleted/voided items:
What do you think?
Hey guys, I added a new thread with a thorough list of new/additional security levels. Please let me know if I am missing anything in the ticket section:
Agreed! Actually, my idea was to include the current tech first name, followed by a dash, followed by the business name. Example: Ryan – Pinellas Computers