Automatic Submittal Maker
Requested by JMA and other NEMRA/ALA reps: The Submittal Maker for Lighting automatically generates professional submittal documents directly from quotes or orders, attaching the relevant catalog pages for each product. Users can highlight key specifications like voltage, wattage, and certifications, ensuring critical details stand out. Catalog pages are auto-selected, but users can manually choose or rearrange them, maintaining full control. The final submittal is neatly organized with a cover page, customizable sections, and can be exported as a PDF or Word document for easy sharing.
Curtis Seare0
Product Compatibility Alerts for Quotes
Requested from JMA The AI-Driven Workflow Alerts feature uses advanced AI to automatically detect and flag incorrect or incompatible items in quotes or orders, recognizing problems like voltage mismatches or missing accessories without any user input. For even more control, admins can set custom IF/THEN rules to define additional conditions and triggers, providing a tailored layer of protection. This combination of AI-powered detection and customizable rules ensures users are immediately alerted to potential issues, reducing costly mistakes.
Curtis Seare0
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