flowIdeas

flowRMS Feature Ideas

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  1. Rep assignment by zip code of end user

    Have an admin option to tell Flow to make rep commission assignments based on the zip code of the end user. Most rep firms at STAFDA and ISA do assignments this way, and some other firms would benefit as well.

    Curtis Seare

    0

  2. Automatically create rebates from negative values on commission statement uploads

    When uploading a commission statement, you currently have to remove the negative values, upload the sheet, and then add those as rebates.

    Curtis Seare

    0

  3. Add an "extension" field to phone numbers

    Request from Chapman Co. They often are calling phone numbers that require an extension, this would make it easier for them to make calls.

    Curtis Seare

    0

  4. Add totals to the reports and landing pages

    Would be useful to have column totals shown both in flow and on the exports

    Derrick Smith

    1

  5. Display the Quote Number that an Order was created from on the Order and vice versa

    This would be very helpful for quickly referencing which Quotes are attached to which Orders

    Derrick Smith

    0

  6. Ability to merge Products

    This would help with cleaning up duplicate part numbers

    Derrick Smith

    0

  7. Add Ship Date field to the Order line items

    Oftentimes the different line items have different scheduled ship dates, so this would add the ability to capture that information

    Derrick Smith

    0

  8. Ability to merge Product Categories

    Derrick Smith

    0

  9. Add Order line item balance information

    This would be especially helpful when line items are partially shipped/invoiced

    Jessica

    0

  10. Ability to update the commission rates and commission splits in bulk like can be done for the End User field

    Useful when needing to update all commission rates or splits without having to update each line one by one

    Derrick Smith

    0

  11. Allow flow-generated PDFs to be customized

    Some existing fields might not be needed or there are some fields that are missing that would be preferred to have

    Derrick Smith

    0

  12. Add a Part Number column to the Order Acknowledgements tab on Orders

    This would make it easier to see and reference which line and part number are on which OA's

    Ron

    0

  13. Additions to the Commissions By State dashboard component

    The request is for these items: Make the component exportable Show the totals at the bottom in Flow Include a row with the total on the export Add a Custom Check Date Range field Accommodate scenarios where the Mailing or Shipping Address would need to be used instead of the Billing Address

    Derrick Smith

    0

  14. Request to Update Commissions Paid By Rep Report

    I would like to add PO # and PO Date to Commissions Paid by Rep report.

    Madelyne W

    0

  15. Freight Amount Entry on Invoices

    Freight is included in the Invoice Amount but should not be included in the Commission calculation, so being able to enter it without having it affect the Commission calculation would be helpful to not have to calculate the Commission manually.

    Derrick Smith

    0