Samples (SRFs) Improvements
H
Heidi Ciaramella
It would be nice if the SRFs showed up under the client - that a sample was ordered for them. Since we work in a team environment with Sales Assistants it would be nice to be able to see a sample was sent to a client. Right now- we have to search all samples under a Sales Rep and click into each one to see who it shipped to.
Jessica Lavoy
P
Paul Zafarana, MAS/MASI Hall of Fame
Process is painful now. We have part of our process to attach a pdf copy under the client in V2 so we have a record, versus bouncing back and forth between the 2 and labeling it as an attachment with the Sample Order #
Jessica Lavoy
Jessica Lavoy
Merged in a post:
SRF Taxes
Emma Watton
Create more tax flexibility on the SRF's. We currently cannot mark a line item as 'non tax' when approving SRFs. When returning those SRF's sometimes tax is not collected on restocking fees or misc fees. In this case we have to set up 2 returns SRF's to approve 1 invoice.
Jessica Lavoy
Jessica Lavoy
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