Customer Wishlist

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  1. Add notes section in product/item

    Add a notes section to each product/item (especially if serialised with an individual asset number). This would be useful for a number of reasons but recently for me we have re-numbered all our assets giving them a new barcode, it would have been useful to add the old number in a notes field for reference in the future.

    11 votes
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    3 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  2. Click on opportunity item opens EDIT (not the original ressource itself!)

    I got the thing that everytime i am in my opportunity and set it together. when i need to edit the item (no matter if service or item or vehicle) intuitive i klick on the item name to edit it.
    BUT than it opens always the original ressource to make systemwide changes to the ressource.
    For me this behavior are two completely different tasks in the company workflow.
    When i want to change somethin in my system or the stock or something like that i want to to be forced to go to my ressource for make a clear change…

    6 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sub-rent serial numbers

    allow a section for you to add a serial number to sub hired equipment.
    It becomes a pain when you have a large job to go through and re enter sub hired equipment so you can pull through a custom field with a serial number on. I would like a box to enter a serial number in on the allocation section.

    1 vote
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    0 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  4. Favourites on navigation bar

    Favourites as a drop down list next to "Reports".

    Loads them in a list or for large numbers allows direct loading Favourites screen.

    4 votes
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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  5. I want to create a report shows everything that should be out of the building and everything in stock

    I would like to create a report that is like the Rental asset listing report but shows everything that should be out of the building and everything that should be in the building

    8 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allocate serialized components without allocating serialized container

    It would be great if you could control individual assets even if they are attached to a container.

    For example;
    I have 5 microphones in a box where the box is the container. When I allocate the box the Mics also allocated. Which is great.

    However, this means if, on a different job, I only want two of those microphones, I cannot individually allocate them as they are attached to a parent container.

    It would be great if items can be individually added to a job, even when they are in a container and the rest of the items are…

    10 votes
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    1 comment  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  7. Exclude some items from shortages

    We have been using current to also quote sales. We broker these services so don’t really need to see availability. More importantly these items make it hard to see hire shortages. So an option to exclude the sales part of a resource per item, or as a quick fix just being able to exclude sales items from shortages. (This wouldn’t be ideal when tracking consumables like tape

    1 vote
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    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  8. Show availability of kits and packages on the calendar

    I like the new (purple) availability of kits & packages in the picker. It would be very handy if this could also show in the product calendar.

    25 votes
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    2 comments  ·  Availability  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to attach product documents to a discussion

    It would be so helpful if you had the option to select and attach attachments that are stored on a product to discussions on opportunities that feature that product.

    In our scenario as a scenery hire company, we have set plans and photos stored against the set as a product. When quoting on this set, we have to download these plans and photos and manually attach them to the discussion, which is an absolute pain when quoting from your phone on the go. A area in the discussion page that showed these attachments and gave the option of selecting them…

    3 votes
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    0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
  10. Discount groups or whole invoice

    It is tedious to discount every line. It would be nice to be able to do the whole equipment list at one time or at least by each group. Deal pricking isn’t the answer because if the customer doesn’t see the discount they think the dis punted price is just the normal price.

    1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  11. Conversations Add Button

    Change the wording of the Add button in discussions to Send or Post.

    It's frustrating as the attachment button is on the right hand side next to Add button and these are easily mixed up.

    1 vote
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    0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
  12. Re arrange opportunities on quotes within a project

    the ability to re arrange opportunities at quote level like you can at invoice level

    3 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  14. Opportunity cost report but for revenue

    The Opportunity Costs report is great, and it would be equally great to be able to do the same thing for revenue (ie export and sort by category, opportunity, etc)

    4 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Accessories by store

    Different default/mandatory/optional accessories for each store

    Add store field to accessories
    Accessory rules with a blank store behave like normal
    Accessory rules with a non blank store activate only when equal to the opportunity store

    3 votes
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    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  16. Auto summarization the parent items in the opportunities. Actually they show 0,00 thats horrable.

    right now, when i create an parent item ant it contains a lot of small things, they all are set to charged the item pricing shows up as 0,00.

    Thats a horrible thing on the quotes.
    I want them to show the summarization of all in the items in the parent item.
    Atteched is a screenshot from a quote:
    (all accessories are hideed for better overview, i just want the parent item visible for my client, he didn't care about the 20 pieces in the builded rack)
    As you can see, the items look like zero charged.
    BUT in the…

    2 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Product power usage

    It would be grat if we have option that allow us to set power usage per product and have calculated it in opportunity.

    0 votes
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    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow location for Bulk stock items.

    There's no reason why bulk stock shouldn't have a location. It gets stored on a shelf just like everything else.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Can we create a Cubic Metre calculator (From the existing dimensions in Products)

    Can we create a Cubic Metre calculator (From the existing dimensions in Products- ) that would assist in knowing how many trucks to assign/quote for the Job.
    Currently you have a category for weight, could we add a Cubic Weight

    24 votes
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    0 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to Manage TAGs centrally for the whole system (Add/Edit/Delete)

    A central way to manage the TAGs we have in the system, so we can add, edit, delete and MERGE similar tags to maintain a clean set of meaningful tags. A common function of any system that incorporates a tags function.

    0 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
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