all data is live and searchable
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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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PO’s?: Is there any other way to stock in inventory? What is it and how does it work? Adjustment PO’s? - Likes: - Dislikes: - Wishes: be able to search by external invoice number (not just PO #) Parts?: Parts to vendors? Hard coded parts? Validation on qty on hand? Searches and look-up? History? - Likes: like the parts list feature liked the parts search with details - Dislikes: - Wishes: go up to three decimal points. Create a service category that holds items like shop supplies, freight, labor, and basically don’t validate against an inventory qty Invoices?: Modes – customer, counter, internal, transfer? Crossing over to sell anything out of the system? Assigning invoices to a certain person (labor)? More than one salesperson? - Likes: - Dislikes: unable to edit internal tickets - Wishes: on choosing a vendor be able to type in the number instead of scrolling. Keep parts and units separate. Tracking and seeing other things in store (add-on buys). Would like to see history. Need a save as you go option. Need start date and a pick-up on transaction date. Allow multiple people to touch the tickets, basically show who created and who added the line items. - Internal tickets: problem adding a ticket to items marked sold instead of status sold. Maybe check for payroll status and paid commission. Taxes?: per line item or off of total? - Likes: - Dislikes: have to set it every time - Wishes: have the store pre-selected and pull in tax for that store. Allow them to switch if necessary. Currently almost a penny low, get better rounding. Go to a third decimal point on rounding. Payment Types?: will allow for multiple types and split payments. - Likes: - Dislikes: - Wishes: Reports?: Which ones do they use? Are they fast or slow? What do they want or need to see? - Likes: like the profit per line - Dislikes: don’t show qty and rate – just show extended values - Wishes: Vendors?: - Likes: - Dislikes: not alphabetical - Wishes: make vendors specific to store location. Be able to search for parts without a vendor. Other notes: - Run tickets like an e-commerce app. Keep everything in session vars until they commit. Allow things to change, parts to back out, and vendor look-ups by alpha or numeric. - Save quotes for shopping quotes - Credit apps and financing - Warranties - Physical street address and phone numbers on the invoices - Charges and accounts receivable - Terms - Show difference between amount due and invoice total - Transfers between corps, stores, etc. - Sell from one location to other locations - Shipping - Save partial tickets for specific users - Payables and receivables - Automate deposits from invoices - Deposit on units and showing to other users that someone is on that unit. – Possible 2nd deal. - Automate credit card transactions – possibly integrate automatic swiper - When printing out paperwork make sure and add the verbage and warranty - On each invoice – track how much, what did we get, and how much was actually deposited – somewhat of a mini accounts receivable per invoice - On floorplan accounts. We need to track a history for past payables. This is a huge piece that has been missing and is required for the Balance Sheet. - Add notes to voided items – deposits and receipts - 4 trade ins and 4 tax categories |