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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Thing that need to be done: (#2) - Need clock-in/out tie-ins for jobs and customers and accounts, etc. Also tie to invoices # or quote #. Job costing - Reoccurring expense/receipts - B.S. side of expense/types - Be able to duplicate “WIP” invoices. - Be able to add a line item to a finished invoice. Quick and easy without knowing the current cost. - Quick mark-up on parts, quick discounts, etc. really sales person specific. This is a special shopping cart feature. Make it easy. Don’t forget how to figure out profit and profit percentage 25% mark-up = 20% profit remember profit/price=profit%, reverse calculate the profit. Tie to a permission. - Add the actual profit % on the view parts page. Things that need to be done: (#3) - When doing rei’s and splits, show the pre-selected expense/receipt types of reimbursement splits and reimbursement rei’s. This helps so that we don’t double book things. We could lock this down but it might be better to default it. - A client had a list of requests: see yellow memo paper. - Duplicate invoices with serialized units on it. Maybe allow a 2nd step to substitute the stock number. - On the one page cost and profit report. Add a summary of what %’s on units, %’s on parts, %’s on labor and total %’s. - On the customer side add a next n nav for photos. - Change the words “The last online business…. to “the last… - Be able to tax unlimited parts (inventory type = 7) - Check for URL links to printer friendly and printable invoices. Added a new show/hide URL var. (Don’t worry about this the default takes care of it.) - Search for plain [receipt_ and change to expense/receipt. - Change basic parts permission. Need a view only that does not allow a look at profit. Mode add/edit parts to basic PO permission. Make the sales process as dummy proof as possible. |