flowMap
Approved(41)
- 2
Conditional/sliding scale commission rates
#New Feature 👍 - 2
Add a Product Description column to the Quote and Order Details dashboard component export
#Improvement 👍#Reporting - 1
Bulk product cross tool
- 1
Send Emails to a Filtered List (randomize sending throughout the day)
- 1
Add an Extension field on the Customer Contact form
#Improvement 👍 - 8
Add a Customer Part Number column to the Order Details dashboard component
- 2
Add a way to manually link an Order to a Quote
#New Feature 👍 - 2
Allow users to manually close notification boxes
#Improvement 👍 - 7
Add a Quantity Shipped column to the Orders with Details report
#Improvement 👍#Reporting - 2
Allow multiple Freight Terms for each Factory with different terms designated for different Customers
#New Feature 👍
Planning(21)
- 1
Automatically create rebates from negative values on commission statement uploads
- 3
Add additional rollup felds for manufacturer, and Customer
- 2
Ability to add Customers when confirming the Customer/End User's name for a file on the flowBot Dashboard
#New Feature 👍 - 1
Ability to add a quote number per line item on an order
- 1
Add ability to upload Parent Customers as part of Customer upload process
#Improvement 👍 - 4
Ability to enter more than one Ship/Promise Date on a single Order Acknowledgement entry
#New Feature 👍 - 6
Change the Import Single Invoice functionality to allow multiple Invoices to be added manually at the same time
#New Feature 👍 - 1
Add Order Commission Balance information to Orders based on the Paid Commissions towards the Order's Invoices
#New Feature 👍 - 3
Business Expense Tracking
#New Feature 👍 - 3
Send text to Outside Reps when a Quote for them is added in flow
#New Feature 👍
Planned Q2 - 2025(15)
- 1
Fix Quote-to-Win Logic for Duplicate Quotes Across Distributors
- 4
Add a Quote Number column to the Orders landing page
#Improvement 👍 - 2
Ability to send notifications/reminders to outside entities such as Customers
#New Feature 👍 - 10
Ability to update the commission rates and commission splits in bulk like can be done for the End User field
- 2
Attachment indicator on landing pages
#New Feature 👍 - 3
Allow Quotes to be marked as Won
#Improvement 👍 - 2
Add addresses and contacts to Customer/Factory exports
#Improvement 👍 - 12
Add Ship Date field to the Order line items
#New Feature 👍 - 1
Add Quantity and Order Acknowledgement Date fields to Order Acknowledgements
- 1
Smart Task View with LinkedIn Integration
In Development(25)
- 1
Add an "extension" field to phone numbers
- 1
Add ability to delete items from the flowBot Dashboard
#New Feature 👍 - 1
Product pricing history and prediction
- 1
Allow Summary Reports on Dashboard for different time periods, such as this month, last month, etc.
#Improvement 👍 - 2
Add a URL field to the Factory's page
#New Feature 👍 - 1
Make the column headers on the exports match how they're listed in the UI
#Improvement 👍#Reporting - 1
Let's make the Inside Rep field selectable.
- 1
A legend on the Check page that shows what all the different Icons mean
#Styling 🎨 - 8
Add a Part Number column to the Order Acknowledgements tab on Orders
#Improvement 👍 - 4
Remove timestamps from all date columns on exports
#Improvement 👍#Reporting
Recently Completed(28)
- 1
Ability to upload a single document with multiple POs and Invoices in it
- 1
upload individual order acknowledgments
- 1
Add ability for files in the File Manager to be moved around
#New Feature 👍 - 2
Ability to upload invoices in spreadsheet format without invoice details
#New Feature 👍#Uploader - 2
Incorporate alias creation/suggestions into the spreadsheet upload process
#New Feature 👍#Uploader - 2
On a Product Listing, when it's tied to an order, have a list of which ones.
- 2
Allow more than one rep at a time to be selected on the Monthly Bookings report
#Improvement 👍#Reporting - 5
Report for Lost Quotes
#New Feature 👍#Reporting - 2
On the Detail Lines report exports, list the commission splits in the same order
#Improvement 👍#Reporting - 1
Upload multiple documents at once
#New Feature 👍