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%.
Currently, the schedules API runs only when the user clicks the schedules icon. If the user does not do this and creates a quote, the schedules information will not be available on the quote. Add method to adding the quote to the shopping cart to ...
Based on Role, users may or may not be able to edit quotes by clicking the Lock icon in the Info Panel. The lock icon would be disabled if the Quote Creation toggle were turned off.
Add a checkbox for Price Editing Wizard to the “Rate Search Results” section of the Organization Settings of the Control Panel. This will either activate or de-activate the Price Editing Wizard Functionality, depending on whether the Amdin wants t...
Disable Quotation Dates & Sell Features if Not Quoting
If a customer org is not using QMS to quote, Info Panel features related to the Quoting workflow should be disabled. Workflow items: 1) Quotation dates - greyed out and disabled 2) Sell radio button - greyed out and disabled 3) Shopping Cart - plu...
The Shopping Cart takes up unnecessary real estate in the UI and should be collapsed unless there is something worthy of keeping it expanded, like a Quote or the Xeneta feed. The area should be reduced an appropriate amount. Non-Xeneta enabled vie...
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...
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