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SRM

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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 6 months ago in SRM 0 Needs more votes

Multiple invoices to be split into separate PDF files

Customers are requesting that we split multiple invoices into single pdf's when generating a range of invoices to one customer
John Hellens about 1 year ago in SRM 1 Will not implement

Purchase Orders - Ability to Attach Quotes

When a PO is requested it would be helpful for the requester of the PO to be able to attached any quotes to the PO request.
Brad Eppingstall 7 months ago in SRM 3 Needs more votes

Construction Lien Act Holdbacks

Our invoices on major construction contracts are subject to a holdback amount that is paid out at the end of the project. This is a legal requirement. We need to be able to temporarily discount our invoice in the form of a holdback, typically by 1...
Guest about 2 months ago in SRM 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 6 months ago in SRM 1 Needs more votes

Purchase Orders - Multiple Divisions

Ability when creating a purchase order for same vendor but costs need to be associated to various division that the division allocation is based upon each line entry and not at header. This I understand would only be of benefit if goods are being ...
Donna Smith-Hill 8 months ago in SRM 2 Already exists

Update the site on a pickup ticket

Received the following suggestion from a Branch Manager: If when creating a pick up ticket- could be an option to update the site at which the unit is to be picked up? As it stands we put a note in the comments section but that’s easily missed by ...
Guest 3 months ago in SRM 1 Already exists

ADD workorder ( committed inventory) in Sales inventory screen

this would allow to better manager incoming inventory and to allocate to the proper document. currently in Sales inventory screen, on the top right hand corner, you can see if an item is on a contract, on s reservation or a sales order, however, w...
Guest 3 months ago in SRM 1 Already exists

Request for print to work in View Contracts screen

Received a report from an operator out of W71 where they would like an option for the system to print the contract when they double click on the contract number in the view contracts screen from: Inventory Inquiry > Product Information > Vie...
Guest 3 months ago in SRM 1 Needs more votes

Purchase Orders

when creating a purchase order it would be nice to generate a purchase order based off of the inventory re-order report. on the screen at a glance to see how many items have been sold that month and year. the ability to change the min / max order ...
Guest 9 months ago in SRM 1 Already exists