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.
Julianne Weiner
Everything about SRFs is horrible and awful and needs major overhaul
Jessica Lavoy
Merged in a post:
SRFs: add job tracking along with attachments and move to V2
T
Taylor Hoover
Also allowing the samples to order in and invoiced under certain clients.
J
Javier Melendez
FYI There are 2 Top requests in the filter view that specifically mention SRF process updates. Hopefully this is looked at for summer batch release.
Jessica Lavoy
Merged in a post:
SRF for Spec Sample
J
Jed Spencer
Please add the ability to attach files on the SRF so that it can be used for spec samples.
Jessica Lavoy
Merged in a post:
Ability to upload vendor invoices to srf page
G
Glory Castello
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
Merged in a post:
Abilty to attach statements to SRF's
D
Denise Candland
Jessica Lavoy
Merged in a post:
SRF (Samples)
J
Jennie Guthrie-Lopez
Would be nice to be able to attach invoices to SRFS as well as duplicate them so when the vendor split ships we don't have to re-enter the information. Example SRF-3897-2
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
Merged in a post:
Include a field for the customer's name on an SRF
H
Hannah Schell
Include a field for the customer's name on an SRF
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