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%.
entry audit report by user/transaction stats by user
for internal review purposes of entry writers in the office to see how many rejections they are getting when submitting. this is important for performance reviews. having a report that we can easily see that even if they went in and fixed it and e...
Ground Template - Add "Per Bill of Lading" & "Per Shipment" Rate Basis
The Ground Template rate basis list is inconsistent with the list in the Catapult upload template. Users need to include "Per Bill of Lading" and "Per Shipment" in our Ground Template Rate basis list.
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...
Hello Dear Magaya, I am thinking something that if can be done it will increase our efficiency. Is there a way we can auto generate the name for the files? For example, the 7501 's name will be like this if we want to download it. 00516563_0 And w...
Auto-Check Q2TMS in Output when Checked in Org Settings
For integration customers using Q2TMS, the user has to check the Q2TMS box for every quote. We should auto-check it if Q2TMS is enabled to reduce the number of clicks a customer does.
From client: "Is there a way to make a note specifically just internal – not to flow through to the displayed contract notes in the quotes ?" Could we add a check box in the Surcharge Manager Rules that would give the option to display remarks on ...
Good day, I am inquiring to see about possible making the PGAs printable, so I am able to save as PDF. This will help when they are seeing something different than what I am seeing. Then I can prove I have done all I can do.
General Description Add to the CRM's Report tab under the Toolkit, 2 addtional reports: Sales lost to competitor Lead and Opportunity summary by stage and record owner Current Functionality Sales lost by competitor is not an available report, thou...