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SHRINK EXPANDED FIELDS SINCE UPDATE

Since latest update, Ware House Receiving Inquiry and loss of EXPAND is extremely un-user friendly and has caused significant loss of time in obtaining regularly used information we seek. I would like to suggest a fix that may help remedy our prob...
Guest 13 days ago in SRM 1 Needs more votes

Restrict new City Tax information by Parameter/Role

When entering a new document the City field can be accessed to add a new City + associated Taxes: If the adding operator misspells a city this can lead to duplicates, and can also define City Taxes that then apply to the created document when acce...
Ben Ashton 4 months ago in SRM 1 Needs more votes

Ability to change job cost codes by stage of job

For companies who manage customer billing with job costing, they would like the ability to manage them by stage of job by site supers, vs currently only being managed at the Group level as it is today.
Adam Kropf about 1 month ago in SRM 0 Needs more votes

INVENTORY ADJUSTMENTS - ADD COMMENTS TO INV.ADJUSTMENT REPORT

ADD INVENTORY ADJUSTMENT COMMENTS TO INVENTORY ADJUSTMENT REPORT When performing an inventory quantity adjustment, 'Adjustment Date', 'Adjustment Type' and 'Comment' are recorded through the 'Inventory Adjustment' window. However, there is no way ...
Suzanne F 5 months ago in SRM 1 Needs more votes

The default Salesperson on a work order should be populated based upon the contract salesperson, not the customer account salesperson.

Current logic automatically populates the salesperson work order value from the customer account. There are many instances where the contract salesperson is different from the customer account salesperson, and the contract salesperson will be the ...
Shane Hanks about 2 months ago in Texada Web 1 Needs more votes

Texada mobile users should be able to add Work Order Service Kits directly to a work order

Current work order service kits functionality only works in SRM, and only at SRM work order creation or Maintenance Scheduling WO creation. It would be very beneficial to allow Technicians to add kits directly to a work order instead of having to ...
Shane Hanks over 1 year ago in Texada Mobile 0 Needs more votes

Work In Progress Billing for Work Orders

Currently when the Work In Progress billing for Work Orders is active all work orders must be closed/invoiced in SRM (not Web).In SRM the user is prompted "Is this the final invoice Y/N?". If this prompt was added to Web then clients with WIP enab...
Alex Kress 4 months ago in Texada Web 0 Needs more votes

Show operator in Status Code Change History

Showing the operator allows simplifying follow up with the person who changed the status code, to enforce accountability and behavior change.
Stephen Cavanagh 8 months ago in Texada Web 1 Needs more votes

QR code to view service history

a scannable QR (similar to the Kennard’s system) that allows customers or employees to scan the code and view the machines service history.
Guest about 1 year ago in SRM 1 Needs more votes

Ability to auto charge credit card fees on all document types if customer is paying by credit card

We want to consider charging credit card fees and would like to see an automated function developed for this where we can set a percentage fee in the back end of the system and then tick a box at the final screen of reservations, contracts and inv...
Amanda Craig about 1 year ago in SRM 0 Needs more votes