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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 3 months ago in SRM 1 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 about 2 months ago in Texada Web 0 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 3 months ago in SRM 1 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 6 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 11 months 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 11 months ago in SRM 0 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 about 1 year ago in Texada Mobile 0 Needs more votes

Dark Mode Option

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

Managing drivers schedules for tickets not completed yesterday

The schedule view in Texada Web focuses on the current day. Deliveries and pickups that were not completed the day prior can be missed. Making overdue tickets from previous days visible in the schedule view to highlight passed due work would aler...
John Hellens about 1 year ago in Texada Web 3 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 11 months ago in SRM 3 Needs more votes