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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 3 months 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 7 months ago in SRM 1 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 8 months ago in SRM 2 Needs more votes

PRINT P.O. RECEIVING WORKSHEET AT TIME OF PO CREATION

Reduce the time it takes to put PO package documentation together by creating and printing the P.O. receiving worksheet at the same time as the purchase order is created. In the confirmation screen right after a purchase order is created, there ar...
Suzanne F 8 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 over 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 over 1 year ago in SRM 0 Needs more votes

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 over 1 year ago in SRM 3 Needs more votes

Making the Phone field of Reservations mandatory

Reservations can be created without entering the Phone # Navigate to Counter Menu -> Reservations Menu -> Reservation.Click on Add / Press F5Try to create the reservation by keeping Phone # blank
Stephen Cavanagh 6 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 10 months ago in SRM 1 Needs more votes

Upload of Meter Readings by Excel / CSV

We would like the ability to update meter readings from assets from Telematics data we have as an upload of an Excel / CSV file
Brad Eppingstall 10 months ago in SRM 1 Needs more votes