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SRM

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Open Site box checked - as default

Our company would like the "Open Sites Only" checkbox to be checked by default when operators create any document and need to add a site from the Customer Header > Customer Information > Ship To > Site Search (please see the screenshot fo...
Guest 3 months ago in SRM 1 Needs more votes

1099-NEC recipient forms mailed to vendors in the U.S. need to be three per sheet.

The federal government in the U.S. requires three forms per sheet, and Texada is producing two per sheet. We file electronically but still need to send the forms to our vendors.
Guest 3 months ago in SRM 1 Needs more votes

Allow operators to search using email from the customer master

Received a report today where the operator would like to minimize their time when searching the customer base - for the customer search engine to use email. At this time there does not seem to be a way to search for a customer / customer contact b...
Guest 7 months ago in SRM 1 Needs more votes

Transport Tickets - Reporting

We would like the ability to generate reporting on the closed transport tickets to be able to review the efficiency of our transport division and to help with resourcing.
Brad Eppingstall 7 months ago in SRM 1 Needs more votes

Dark Mode Option

Operators are requesting for a dark mode option when using SRM.
Guest 4 months ago in SRM 2 Needs more votes

Have the Comments Box Automatically Appear When Converting Reservations

When a reservation is converted to a contract, the comments box should appear automatically in the early stages of the conversion process. This will give the counter rep any special directions or instructions re: the rental.
DJ Robertson 5 months ago in SRM 1 Needs more votes

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 10 months ago in SRM 1 Needs more votes

ADD MARKUP BY DOLLAR AMOUNT

I KNOW THIS HAS BEEN BROUGHT UP BEFORE, BUT WHAT IS THE LIKELY HOOD OF GETTING "MARKUP FROM COST" TO MARKUP BY $ AMOUNT VS % THIS WOULD BE HUGE FOR US AND MANY OF YOUR OTHER CUSTOMERS I KNOW. ITS BEEN AN ASK SINCE I WAS AT WESTERNONE RENTALS. THIS...
Guest 5 months ago in SRM 1 Needs more votes

Parameter to Suppress Meter Reading in Off Hire

Often Off Hires are processed after the customer has called requesting pickup of their machine. It's not easy to get a meter reading from them and enter it in the system at that point. Additionally, we will frequently have many customers in store....
Guest 5 months ago in SRM 1 Needs more votes

Import Misc. Journal Entry - Vendor to Account Matching

Other accounting applications (Quickbooks) off the ability for a user to import their bank/credit card statement, the system will match up the "transaction name" and link it to a vendor and GL account. Exceptions will be handled by selecting a ven...
Alex Kress 5 months ago in SRM 1 Needs more votes