Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

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Quote Processing

Showing 7 of 313

Default sales order

On sales orders, if you bring up a customer, it will default to a specified order based on the orderID. As it stands now, that will also default inactive and completed orders the first time you bring up a customer. I have worked with support, and ...
Will Parr about 2 years ago in Quote Processing 1 Reviewing

On the quote wizard, separate out pricing from the reset customer information

When copying a quote from one customer to another, the pricing will often times stay the same, while the customer specific information such as contact information will change. This is especially true when price lists are not being used. But those ...
John Barth about 6 years ago in Quote Processing 4 Reviewing

Add custom Free Form fields to orders screen

With the mandate of E-ticketing in some of our operating areas, the DOT is requesting a lot of different information to be put on tickets & orders. We are all out of free form fields on the orders screen and the DOT is still requesting for mor...
Will Parr over 2 years ago in Quote Processing 2 Already exists

Print Box Under Ticket Tab in Quotes

We often need a different number of ticket copies based on specific customers or orders. It would be convenient if there was a print copies box under the tickets tab while entering a quote so you don't have to go to it and change it when the quote...
Blake Mattern about 4 years ago in Quote Processing 6 Already exists

Quote/Order Wizard / Reset Customer Information

We create a quote for a given customer, then copy this quote out to other customers using Wizard. There is in option in the process to "Reset Customer Information" which is good if the new customer would have a different Invoice Template, Payment ...
Richard Clemens about 4 years ago in Quote Processing 0 Reviewing

Ability to "schedule future prices" at the Job level

We use price escalators on a lot of quotes and orders (and require Jobs for most sales documents), it would be nice to set it up at the Job level and let it copy over to the quote and then order through the wizards. *Same functionality as schedule...
Justin Higdon over 5 years ago in Quote Processing 0 Reviewing

Provide an option to carry the Quote Expiration date over to the Order Expiration Date

Sales will quote customers pricing for a specific period of time - using the expiration date as when the quoted prices would expire. However, when we use the wizard to create an order from a quote, the system config setting for order expiration da...
Richard Clemens almost 7 years ago in Quote Processing 3 Future consideration