flowMap
User Research(8)
- 1
Include city and state from the spreadsheet when asking a user to identify an end user
- 1
Highlight part numbers on a PDF for users to do easy submittals
- 1
Add option to either change ALL transactions or JUST open orders when archiving. a sales person
- 2
Add City and State columns to the Commission Paid By Rep report
#Improvement 👍#Reporting - 3
For Parent Customers, make the Outside Rep assignment optional
#Improvement 👍 - 3
Specific report showing Booked and Paid Commissions with breakdowns by Outside Rep
#Reporting - 1
Report showing both Order and attached Invoice information
#Reporting - 1
Commission setting where the commission amount for a Product is per unit, independent of the price, so not percentage based
#New Feature 👍
Approved(38)
- 2
Conditional/sliding scale commission rates
#New Feature 👍 - 1
Bulk product cross tool
- 1
Add an Extension field on the Customer Contact form
#Improvement 👍 - 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 👍 - 3
Ability to undo/reverse Quote line items marked as Lost
#New Feature 👍 - 7
Add City and Ship To State columns, based on the End User, on the Order Details report
#Improvement 👍#Reporting - 5
Allow Canadian/foreign addresses for Factories and Customers
#Improvement 👍
Planning(20)
- 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 👍 - 2
Jobs Dashboard
#New Feature 👍 - 8
Freight Amount Entry on Invoices
#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 👍 - 9
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(19)
- 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 👍 - 4
Remove timestamps from all date columns on exports
#Improvement 👍#Reporting - 2
Move/Change the Fill Commissions button functionality
#Improvement 👍 - 1
All Rep Tab on Monthly Bookings Report
- 1
Sales Reports with totals based on Product Category
#Reporting - 20
Add totals to the reports and landing pages
#Reporting - 2
Indicator/Notification to the user if the quantity entered is different from what the standard pack quantity would allow
#New Feature 👍 - 1
Printable Dashboards
#New Feature 👍
Recently Completed(25)
- 1
upload individual order acknowledgments
- 1
Add ability for files in the File Manager to be moved around
#New Feature 👍 - 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 👍 - 1
Hard copies on Customers and Factories
#New Feature 👍 - 1
Allow Save option before order has been fully entered
#Improvement 👍 - 1
Option to apply End User to all line items
#Improvement 👍
Needs further analysis(6)
- 1
Add end users on the fly on the order form
- 1
Ability to select multiple files at the same time in the File Manager for bulk deletion
#New Feature 👍 - 1
Ability to only overwrite open orders/invoices when replacing a rep
- 2
Have flowBot look for an email as part of processing PDFs
#Improvement 👍#Uploader - 1
Add a Commission Discount Field to the Customer Part Number form
#Improvement 👍 - 1
Limit the commission amounts and rates shown on line items to five or fewer decimal places
#Improvement 👍
Needs user feedback(6)
- 1
Add new rollup fields for products
- 1
Total Order Value-Based Commission Scaling
- 1
Add additional rollup felds for manufacturer, and Customer
- 2
Add a notification/flag for 0% commission lines
- 1
Ability to Bulk Update Checks
- 1
Ignore/remove spaces at the end of a string when copy/pasting into Flow
#Improvement 👍