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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Office System

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Auto Refresh on Ticket Inquiry New

Adding a refresh interval to the Ticket Inquiry New screen would allow it to function as a dashboard. So users in the Office can track tickets in real time without any user intervention.
Troy Sarni about 6 years ago in Office System 2 Already exists

Initialize Locations Enhancement

We have a few custom fields on a handful of tables on our main office server. This causes some issues with using the Initialize Locations tool when setting up a new remote ticketing site. If I do a clean install of Apex on the new remote computer,...
Logan Van Proyen about 6 years ago in Office System 0 Reviewing

Allow specifying a freight price list instead of a specific rate on zones, etc.

Someone asked about enhancing freight pricing in Apex, and this was similar to what they wanted (but in Apex-speak). Instead of specifying pricing directly on a zone (and/or in other areas), specify a freight price list. This way all pricing is ho...
Chris Miranti over 6 years ago in Office System 2 Reviewing

Credit status flow

Currently, Apex will copy credit status from the customer onto quotes/orders created against that customer. If this is done when the customer is on hold, the person doing this must remember to set the credit status on the order to OK. Otherwise, w...
Daryl Vernon almost 4 years ago in Office System 0 Reviewing

Apex Archive - Provide option to launch Apex accessing the Archive Tables.

We are looking to begin the process of archiving Apex data. From my understanding, the archive tables can only be accessed through database queries and external reporting tools. It would be better if the archive tables were mirror images of the pr...
Richard Clemens over 5 years ago in Office System 1 Reviewing

Allow the ability to update Other Charges in the Change Price List Prices screen

We setup pricing for other charges in the Price List, but the Change Price List Prices screen only allows you to change Pricing for Products, not Other Charges. The Change Order Prices screen allows you to do either products or other charges. We w...
Simon Ausseil almost 3 years ago in Office System 0 Future consideration

Freight Table Notification

We recently received a request from the business concerning a potential enhancement and would like to inquire with you concerning our options. If a sales order has a freight table assigned, then we would like for Apex to notify users whenever they...
Ceasear Walker over 7 years ago in Office System 12 Reviewing

Ability to assign a price list per location on the customer record

Some of our companies give pricing tiers by plant due to the plant being in a different market. So customer ABC at plant 1 would be in pricing tier A, but at plant 2 would be in pricing tier B. I would like the ability to assign a price list per l...
Simon Ausseil about 5 years ago in Office System 0 Reviewing

Ability to change 'Update Price' default by location

This would allow products added via ticketing to be marked as 'update price', but allow orders being input at the office to allow entering a price on the order by default.
Chris Miranti almost 6 years ago in Office System 0 Reviewing

"Tax Exempt" field not flowing from Customer->Quote or Order when using Wizard to create these records

Apex is not set-up to allow the "Tax Exempt" field on the customer record to flow down to the Quote or Order if the Wizard is used to create those records. However, if a standalone Order is created (without being tied to a Job or Quote/using the w...
Justin Higdon about 6 years ago in Office System 0 Reviewing