Feature Requests

A page like the CSR follow ups page but for sales where opportunities, proposals and quotes can live in one place. We have the ability to see the notes from the opportunity as similar to the CSR sees the job log. We can assign priority from our standpoint on what needs to get done. Color code who is taking ownership of the task (AE or Sales Rep).

We like the fact that we can look to see how many API calls we're making, but thinking something that would also be beneficial is if there was an alert email or weekly usage email that you could subscribe to to see your API usage. It would have notified sooner of usage where we can make improvements.

Business Need: When creating a Purchase Order (PO) from a Sales Order (SO), the system currently carries over nested line items regardless of whether they are associated with the selected supplier. This requires users to manually review and remove unrelated line items, which increases the risk of errors and adds unnecessary processing time. Current Behavior: During PO creation from an SO, nested line items are carried over to the PO even when they are not assigned to the selected supplier. Users must manually identify and remove line items that do not belong to the supplier chosen for the PO. Requested Enhancement: Provide an option to automatically filter and exclude nested line items that are not associated with the selected supplier when generating a PO from an SO.

At minimum at least 10 “clicks” are required to approve internal POs and we add them to jobs to account for internal costs. They do not go anywhere nor require dates/invoice #’s or even approval initials, which we do not add as it takes more time. Internal PO’s are an integral part of our API assisted Web Stores integrated with Syncore. As far as vision of what the approval process would look like, a bulk selection process would be good or if the orders are in delivered status, when job is invoiced if internal POS could automatically be marked as approved, would be great. As long as the internal costs are reflected on the job there is a quick review when the order is marked to invoice anything to update the internal PO’s would be a blessing. Brandito Cincinnati has processed over 4000 in house PO’s already this year… that is 40k clicks to approve. Our location’s number is a fraction of internal POs compared to our office in New Jersey. Any assistance to improve the process is appreciated. I have added Katy Rigsby as she can assist with New Jersey info if needed. Tanja

We have reps across the country. Would like to salesperson names on PO's so vendor reps can get credited for the sale.

Currently, the product search allows users to exclude specific keywords. However, this does not consistently filter out all related items. For example, clothing items may still appear in the search results even when searching across all products and excluding specific keywords. It would be helpful to add an option to exclude products by category, such as Apparel or Awards, rather than relying solely on keyword exclusions. Additionally, the ability to exclude multiple keywords/Categories or categories at the same time, such as Apparel and Awards, would make the search more flexible. This enhancement would help partners narrow their search results, find relevant products more easily, and save time.

Currently info in the financial section of organization does not appear for the sales rep to pull forward into the new contact.

Have the ability to hide a few items on a proposal before sending to avoid having to duplicate a proposal each time.

Partner would love the ability to add a custom Product Index rather than having to add manually on every order.