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%.
Role Mngt - Add Look-up field in the "Members" tab
Users have to scroll through the list to get to a specific user. Being able to search for a specific user will speed up the ability to add users to a role.
Users are looking for a way to choose one or more contracts to extract from our system with fully calculated rates. Ideally, this could reside within Contract Manager and operate much like the Multi-Lane Search for scheduled reports ( CAT-540) whe...
This would be a huge help for our import department. When we are working on an entry for a customer, we like to go back and review what and how we handled our entry for them previously.
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...
Document upload milestone or check list on dashboard
I would like to have visibility of documents upload into shipment through the dashboard. My idea would be having columns on dashboard of specific require documents to complete entry. Commercial invoice, packing list, Bill of Lading, Arrival notice...
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...
Uploading Docs to DIS to only show agency that document label corresponds with
When I click on NHTSA as the CBP Agencies, it still shows me all the different document labels. Is there a way to only show the ones that pertain to NHTSA. It takes forever to go through all the codes.