Please calculate the margin within the Hub like this: (sell rate-buy rate)/buy rate and not as a ratio of the selling rate. 15$ markup on a buy rate of 100$ should result in 15% margin and not 13.04%.
When adding a new charge, there is no field to allow users to define who would be charging them on the Buy side. Add field in the Info Panel to select one from the Address Book.
CREATE A BILLING DETAILS REPORT V2 FOR ALL SERVICE BILLS IN ACELYNK
This will help generate a report showing total revenue, costs and profits for all service bills created for the year in question. We need this for our year end reporting for our company. We would like the same format found in BILLING DETAILS REPOR...
Allow users to add custom language in the body of the email they send to customers with quotes. This would be an enhancement to the Email Options Section, adding a "Body: Custom Message" line item. the type in blue would be where the user can clic...
Replicate same functionality in Multi-Lane Search in Quote History to allow a user to specify Lanes to search and bring back. All quotes with the requested lanes would return in History.
Customers have various margin tiers for customers. Add ability to set margin by tier. Allow user to define tier name and add up to 5 tiers (for now). Info Panel needs to have a reference to this Tier called "Service Level". Service Level should be...
Info Panel - Percentage of Total of Several Charges
For charges like Insurance and VAT, users need to calculate a percentage of the total of several charges. Perhaps introduce a flag of some kind in Surcharge Mgr so a User cannot move a quote to the Shopping Cart until the percentage charge is link...