Customer Wishlist

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  1. Add user permission so time scheduling so unable to change when order

    many production managers constantly change times and dates without letting the operations team know. This can be a big problem especially when the logistics for these vehicles have already been planned. Would be great if they did tell us the have changed scheduling but that rarely happens. Please can there be a permission that they cannot change these times and dates when it is an order? thanks

    14 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. We would like a ‘recalculate’ type button that updates ALL product information on existing orders

    We would like a “recalculate all” style button that essentially recalculates/re embeds all the latest product information with all the updated component/accessories/weights/prices at that point in time for an existing quote/order.

    Background: We are currently adding on all components and accessories onto existing products already on the system.

    However if a quote/order has been created prior to the component/accessory being added on, then it does not include them/allow them to be scanned onto the system when preparing/booking out without physically being reentered onto the quote/order....

    We think it would also be useful when cloning a previous opportunity (say a repeat…

    70 votes
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    20 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    We updated the servers today so that now you can grab the latest product and service costs and prices 🔄

    As mentioned previously, refreshing accessory configuration and is a much larger task so we’ll keep monitoring feedback on this here and in our other customer channels. If it’s proving popular, we can look to put some dev resource behind it.

  3. Auto Costing Avoid 0 values

    Auto costing may be useful by some but I am sure many people struggle to see the point of having 0 values in the cost section. Please can any items with 0 values not be imported into the cost section? Looks really messy when sending to accounts/clients. thanks

    13 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to add a suggestion.

    Where you’ve not set a supplier cost, we add zero costs to the costs view so that you can click to add a price.

    Will be interesting to see what other folk think about this idea. Let us know by voting and commenting 👇

  4. Cost Group Deals

    Cost Group Deals

    Auto costing is great but unfortunately we don't have the time to make it work for us. This is because we sub hire a lot of kit which produces a lot of cost line items with provisional costs.

    Once i have a quote through from a supplier i don't want to go through hundreds of items adding in the actual costs of each specific piece of kit. It is useful to have the provisional cost giving us a quick rough idea of cost but our suppliers often do us a deal. If i add a manual cost…

    17 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Set a standard rental cost against a product

    For sub-rent or sales or services its already there, i miss it in the product level.
    Every product i own cost me something, every day even its not on the road. And it still costs that money when its on the road, so this part is missing in the opportunity costs calculation.

    7 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Profit Margin Directly on the Opportunity Page next to Costs

    Now that the Revenue & Cost summary has been created, it would be AMAZING to see the Profit Margin % right on the Opportunity page.

    20 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to have chargeable days feature pull directly from in-use time

    Some opportunities require transport lasting several hours during which the products are not in use for the customer. Frequently the products will be in travel for a day and not in use by the customer till the following day. At the end of the in-use period they will then spend another day in travel back to the store. We do not charge the customer for the product during these travel days. For this reason it would be handy if there was an option to pull chargeable days from in use days as it would mean that staff members wouldn't have…

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sort order for Product Categories

    Product categories should have a sort order option. Our quotes always follow the same order, regardless of what order the kit, or crew, is added to the job. i.e:

    Video
    Sound
    Lighting
    Rigging
    Power
    Set & Stage
    Crew
    Transport
    Misc.

    Having to rearrange categories on every single quote is quite boring.

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to cancel an opportunity without removing value from totals

    There isn't a way to remove an opportunity from the job planner without cancelling it or marking it as lost or dead but this will effect the months totals.

    This is difficult for us when we have a cancelled event, or postponed event but still need the value and event to be part of the monthly totals (as technically we will still receive this revenue) as we can only cancel the event, or mark it as completed.

    It would be beneficial to have a way of marking an event as cancelled (meaning the event has cancelled not that I need…

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Being able to set a priority number for products

    When you add a bunch of items that comprise a system, sometimes you want the hardware to fall in a certain order, to reflect a complete system.

    Being able to set priority numbers for products, so that when selected from the picker, they are added to the opportunity in a certain order, rather than just alphabetical.

    Eg. If I build an audio system, perhaps I want the control hardware, following by the input devices, amplifiers, then the loudspeakers.

    8 votes
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    3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. The ability to print sub-lists from the Pick list

    For instance, a list only of things that are out of stock/that you've booked too many of, or only hardware, or something. Would be helpful for ordering more gear

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Prompt Users to Check-In Equipment on Opportunities before being Allowed to Book Out on a New opportunity

    Our warehouse can be very busy and some equipment may have to be prepped/booked out on an opportunity before it has been checked-in on its previous job.

    This can sometime cause confusion for people who are off or not around when this happens and then have to try and check-in all equipment on the original opportunity as the products are now on site at a different job.

    Can there be a way to prompt a user to check-in products on an opportunity before they can book them out on another? Maybe a window like the global check-in which shows which…

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Warning when discounting sales items to less than their purchase price

    A warning appears next to sales items when the discount brings the sale price lower than the purchase price. Preventing you from selling an item for less than it cost to buy.

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Create relative scheduled times

    in scheduling, the times are real rather than relative to the start date. I have just had to update an event to a new start date and it would be very handy for the scheduled times to update in relation to the start date.

    0 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. A status option in quotation view

    Quotation view will show items that are allocated and items that are provisional, but only in the group and field they are assigned. It would be useful to have the status function available here as well. I noticed that some items on detail view do not show on quotation view.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Override enforce stock availability on an opportunity

    Any quote should be able to be made into an order MANUALLY by force conversion. This could be an option that is only available with administrative rights. It would help to eliminate issues that arise based on dates, sub rentals, or availability.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automatically create new lines on an opportunity for sub-rentals

    Say I have a product I want to rent, I have six on order but I only own five, so I need to sub rent one. I then edit the product in the opportunity to add an allocation of sub rent for one. It would make it easier for us if there was an option, so that once this was done, you could then split the product into two items in the opportunity, so that you have a row that is the five I own, and then another that is the sub rent. The reason for this is we don’t…

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the suggestion! It would be interesting to see what other people in our community think of this – let us know in the comments.

    Right now, you may add the same item an opportunity twice and mark one of those lines as sub-rented. This means you’ll be able to change the discount or the sub-rental line item rather than the main item.

  18. Edit item box instead of new page

    You know how in the costs view you can click on the little blue down arrow on an item and select "set actual cost" and a box "hovers" over the current screen and you can do everything there. It should be the same in order view or services view, when you edit an item instead of it opening a new page it should just have a box "hover" over the current page and all of the properties you can normally edit are there. This way, when you're done editing an item the box just goes away and you can pick…

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Show date-time for services in Order view

    I'd like to be able to see the assigned date/time for services in the Order view.

    Currently if I have multiple lines of crew in an opportunity I need to edit each one to confirm that I have entered the date/time correctly and who if any is assigned to the role.

    This could even be a pop-up on mouse-over in the same way as a line item Charge total works currently.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. A column for DAY name in Opportunities view

    In the Opportunities view, it would be great to have optional columns for the actual day name for "Start Date" and "End Date", that could then put alongside each date eg;

    23/05/2013 13:00 THU
    23/05/2013 13:00 THU
    24/05/2013 13:00 FRI
    24/05/2013 13:00 FRI
    27/05/2013 13:00 MON
    28/05/2013 13:00 TUE

    This would greatly assist for viewing particular days activities in Opportunites view. Currently I'm finding that I need to keep referring to a calendar to work out which day of the week an Opportunity is starting or finishing.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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