General
3762 results found
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be able to view inventory in tree view
It would be very helpful to view the inventory in a tree view where we could rename and edit items in general right there. The current view requires us to go to 2 different places to make changes to the structure and such. a tree view would let us pick for a list instead of having to know the name etc.
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Third Party Accounting Integration or Data Transfer
Integration to accounting software would be awesome. I thought that since there is integration for Zero and Quick Books, there might be an option for a custom report creation to facilitate integration into other accounting packages. I have found a company who can transfer csv files to Simply Accounting, however the required data is in several reports. With custom reporting the required fields could be selected to form a report to make ready for the 3rd party program, integration and/or transfer of data could be almost seamless.
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Change to Green Checkmark Under Took Payment Column
Can you change the grey check mark to green under the Took Payment column for invoices
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grouping of charges on recurring invoices
We utilize the recurring invoice feature a lot. Throughout the month, we open, work on, and resolve tickets for a client on a per incident basis. We put charges on the tickets, then they get accumulated to the recurring invoice that runs on the first.
My feature suggestion is that the invoices be formatted so that charges from those tickets get grouped and labeled according to the ticket number and name. This way when a customer gets an invoice with 20+ charges grouped by ticket and not just jumbled up. I know that we can put descriptions on the charges,…
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Flag low inventory for a particular category or sub-category
It would be wonderful if I could flag a specific category or sub-category as being low on parts.
We purchase quite a few items from NewEgg when they go on sale from various manufacturers. This results the shop stocking 2-5 different manufacturer's products that go in the same sub-category. For example, we have multiple inventory parts under DRIVES > 2.5" SATA HARD DRIVES. As a manager/owner, I may not necessarily care if we run out of a specific 2.5" hard drive, but do care if we are running low on 2.5" SATA HARD DRIVES in general. So, if we get…
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Payment report CSV same as on-screen report
Could the payment report that is displayed on screen also be exported to csv with the same details. Currently the report displays customer name. When exported the report displays the Repair Shopr Customer account number.
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Show Inventory IN TRANSIT and ON PO in Product Search
The ability to see inventory across location is super helpful, but there is still no way to see how much qty is "in transit" from a Logistics transfer or "shipping in" from a PO on the location level.
Right now, when something is in Logistics, it's just null/absent in the qty levels. Like, it doesn't show that you have 12 "in transit", instead it just shows you're missing a qty of 12 "somewhere" and you can't see unless you check Logistics.
It would be very nice to see "how many" of something is coming in from a PO or Logistics…
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Include new information in Company Overview report
It would be great to be able to have "Payments taken" as one of the line items for the Overview report. That gives a full snapshot of activity taken.
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Lock-Down Specific Payment Methods by Group Permission
We have payment methods we only want our managers to be able to use. Everyone can use cash, check or credit. But only managers can use "warranty" or "store credit". Right now we just say "don't use these" but we'd really like it to be more secure. Thanks!
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Allow NON-CURRENCY Payment Methods for ACCOUNTING REPORTS to stay Calculated
We want to track how much work is "paid" for with payment methods like "WARRANTY COST" and "CONTACTED SUPPORT". This way we can run a report and see how much value we "gave away" in exchange for no money.
Right now, using these payment methods gets reported as financial income, even though we're not actually getting paid with currency. It throws off accounting reports and is annoying right now.
The way to fix this would be simply adding a checkbox next to payment methods to "set as non-currency income". Then, payments made with that method would not reflect as income.
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Add UPC to Sales Detail Report
If the UPC field was included in the Sales Detail Report, there would be greater flexibility to create reports for export.
A UPC is the shortest unique tag. We have created a work around with the "inventory name field", previously was "description", however inventory items with detailed descriptions in this field have caused a conflict with the number of characters allowed by our accounting software.
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VOID Invoice + Line Items + Payment TOGETHER and Add Void STAMP
We had a situation where an inventory item was purchased and returned the same day for a purchase of a different inventory item (different price). The customer paid by credit card, so we had to perform a Void on their payment (since refunds only work after 24 hours - after the payment posts). Performing a Void only voids the payment, but leaves the invoice open with items still unpaid. We don't want to "delete" the invoice, because the transaction /did/ occur. We need a way to Void out the invoice we made with the voided payment, for audit purposes.
The…
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Invoice admin
Can you make it on this page https://cyberworks.repairshopr.com/invoices when a user has the ability to view invoices to view a subtotal of the page they are currently on? That way when sorting by total we have a total amount from x customers listed. Makes billing management easier
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Place the date updated on the first inventory table
By placing the last "date updated" on the table when you first bring up the inventory or in search it would tell us when we last updated pricing data on an item. Right now it's a pain because I have to instruct people to call the suppliers every time we quote something that isn't an every day/week sale.
Having it right in the first table lets us see this without actually clicking on the item, saving us time when talking with the customer on the phone for price checks and things.
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Support Articles Should List Date Last Updated
The tech support documentation should all have the date they were last updated. That can be helpful when trying to reference a new feature.
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Option to Turn OFF New Tickets BUTTON in the Customer Portal
We ONLY service equipment in our shops, and require a thorough inspection and detailed check-in policy. From time to time, customers seem to accidentally create new tickets using the online customer portal. The tickets are usually made unintentionally, but otherwise need to be deleted and the customer educated. Can we please have the option to turn this button off?
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Conditional search
Hello, is there a way to add an additional condition to searching? For example, we want to search for all tickets that had service and also sold a new hard drive. But we do not want tickets with only the hard drive being sold. Does that make sense? This will help us generate a report on our service and retail side. For example, we can compare who needs to be hired for next, service or retail.
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Serialized Inventory Organization Enhancements for Big Chain Accounts
All our stores are now working with serialized inventory for unique laptop sales. Hoping we can push for these related/specific upgrades to help make the Customer Purchases and Purchase Orders more usable during the ordering/receiving process, and the Search and Invoice pages more helpful during our sales process:
Add the ability for us to enter the “override sale price” on serialized items after the payout in Customer Purchases, but before clicking “Add to Inventory”.
a. This would also be helpful for the Refurbs module, since investing time/parts in refurbing a machine almost always will result in that specific sale needing…
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LINK Customer Purchases and Payment Payout to Customer Detail Page and Tickets
We almost always reference the Customer Detail page before making any ticket/invoice/payment to verify there is nothing old that needs to be completed. The Customer Detail page contains all related data of every person in our database, so it's generally our most visited page for each customer. The only thing missing from this record of customer purchases and the payouts for said purchases.
Please add a Customer Purchases section to the Custom Detail page, and link any equipment purchases and the record of payment payout. We want to know how much money we're billed AND paid out to every customer,…
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Ticket and invoice hyperlink at top of account page
It would be great if at the top of the customer account page where it displays open tickets and invoices if you could click on them to display them.
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