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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When an attachment is added to a Job/Quote/Order the icon should change to let you know there is an attachment

When an attachment is added to an Job/Quote/Order the attachment icon (paperclip) could turn red (like the notes icon does after you add a note), or a similar change could happen to let a user know an attachment exists. *Request from user on July ...
Justin Higdon over 5 years ago in Sales Documents 0 Future consideration

Display only active orders

When using the orders form, after entering the customer code, pressing tab causes an old/inactive order to be displayed/opened. If there are current/active orders available for the customer to display, only active orders should be displayed.
Guest about 8 years ago in Sales Documents 5 Future consideration

Remove 'Use Fields' settings

Remove all 'Use x_field' settings (i.e. Use Load Stations). This will prevent support requesting additional details about these settings (as all installs work the same, in regards to this subject). This has the potential to prevent defects, as pro...
Guest almost 8 years ago in Ticket 0 Future consideration

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 about 8 years ago in Quote Processing 3 Future consideration