Ability to upload a single document with multiple POs and Invoices in it
Requested by JH Davidson and ELUS
Curtis Seare0
For spreadsheet mapping, but drop of fields in alphabetical order so it's easier to find
Curtis Seare0
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 Seare0
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 Seare0
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 Seare0
Add totals to the reports and landing pages
Would be useful to have column totals shown both in flow and on the exports
Derrick Smith1
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 Smith0
Ability to merge Products
This would help with cleaning up duplicate part numbers
Derrick Smith0
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 Smith0
Ability to merge Product Categories
Derrick Smith0
Add Order line item balance information
This would be especially helpful when line items are partially shipped/invoiced
Jessica0
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 Smith0
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 Smith0
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
Ron0
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 Smith0