IDEAS PORTAL
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ACH/EFT for OnDemand
I would like to see NACHA file output, ACH or EFT capbilities offered for our customers in multi-tentant environments. I've had multiple customers reach out inquiring about this capability and currently it's limited to our Enterprise tier only.0 Future consideration
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Add Purchase Orders & Quotes to Doc Importer
I would like to see the the doc importer improved to be able to handle purchase orders & purchase quotations. This would be a simple change on the drop down menu so that I can import these from my WMS system.2 Future consideration
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Add a multiple Sales Order / Inventory Transfer Request update function
Similar to a Master Data Update Wizard but for SOs/ITRs.2 Future consideration
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Printing IRS Form 1099 directly from OS/OB
It would be immensely helpful if we could print the actual IRS Form 1099's that we will send to our Business Partners out of OS/OB. This is our first year end with OS. It appears that we can extract the information needed to produce the 1099's f...7 Future consideration
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Adding 'Shipping Type' to Doc Importer
I'd like to start grouping my shipments based on how they are being shipped. Please add the 'Shipping Type' field to the document import interface! -
Allow photos and documents to be scanned/added to a Good Receipt PO from the iPad app.
Part 2 of 2 "ideas" that would make the inventory app's "receiving" section completely able to eliminate computer work for us. We scan receiving documentation for EVERYTHING that arrives to the brewery. We save it to the server and attached it to...2 Future consideration
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Make emailing documents to Customer BP contacts more user-friendly
This is currently a 10+ click process, depending on number of contacts that need to be copied on a document: 1 - Click email icon on toolbar (if not automatically prompted) 2 - Select 'Do you want to attach an edited report...' (yes) 2.5 - Type do...1 Future consideration
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Edit what is displayed on the scheduler
Rather than time being displayed first it would be helpful if batch was displayed first or give user the ability to change the order / pick what is displayed for that batch. Some views it cuts off what it is so you need to hover on them to tell w...0 Future consideration
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Show which A/R Invoices and A/R Credit Memos have been emailed
I never know which invoices and credit memos I have already sent to our distributor (only way is to go through sent box). Perhaps, a check mark or highlighted line to show it was already sent (and maybe even to whom it was sent- but not a deal bre...0 Future consideration
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Pop Up Window Option After Expressing PdO
Request to have the option (e.g. controlled via Orchestrated Configuration) for a window to pop up once "Process" is used on the Express screen (brew, cellar and packaging) which allows users to instantly add additional information to the batch in...1 Future consideration