flowIdeas

flowRMS Feature Ideas

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  1. Allow Canadian/foreign addresses for Factories and Customers

    Some accounts are located in Canada and other countries

    Derrick Smith

    0

  2. Add a Product Description column to the Quote and Order Details dashboard component export

    This is needed to have a better understanding of the product on each row besides just the part number.

    Jomar

    0

  3. Add new rollup fields for products

    Products: -Add 3 levels of hierarchy above "Product Category", so we end up with 4 levels of grouping available for a given product From ESA and GenMark

    Curtis Seare

    0

  4. Ability to delete files from File Manager in bulk

    Currently can only delete one file at a time. This would help make deleting multiple files quicker and easier.

    Derrick Smith

    0

  5. 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

  6. 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

  7. Ability to merge Products

    This would help with cleaning up duplicate part numbers

    Derrick Smith

    0

  8. Ability to merge Product Categories

    Derrick Smith

    0

  9. 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

  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. Add Order line item balance information

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

    Jessica

    0

  12. 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

  13. 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

  14. Add a Customer Part Number column to the Order Details dashboard component

    Hi, We’d like to request under the Order with details report, an additional column for Customer Part Number. We have a few customers where the would be extremely helpful in aligning sales and payments.

    Jasmin S

    0

  15. 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