Ideas & Suggestions

Desperately need the ability to select multiple invoices and export them all at once into a PDF document

A common question with my clients is to generate pricing at different quantities to see how how much money they can save. It would be great if I could press a button on a line item, and it will generate pricing for each quantity breakdown I have for the given imprint, and organized neatly for my clients to digest. As I understand the software now, you would currently need to generate line item groups for each quantity breakdown.

It would be nice if when we hit duplicate invoice, it would remove the previous customer p.o. A lot of things about a reorder are exactly the same but our customers NEVER use the same p.o. twice.

The ability to duplicate each line item exists, but duplicating entire line item groups doesn't! There are so many occasions where the same products and/or imprint details need to be used in multiple groups, with just a few tweaks, and starting from scratch every time is so unnecessary.

We would like to have the quote, invoice list be able to sort and turn on and off the invoice, quotes, etc. It sometimes is hard for our larger customers that have many invoices to find the invoices that are not paid, etc. Or if they are using the URL to reference a quote they do not want to sort thru the open invoices.

We should be able to add a custom line item in the quote that the pricing matrices can be added onto. For instance if I'm adding an Otto cap that I haven't added as a custom item yet I want to be able to put the price in the line item and have the impressions work off that price just like any other item would

It would be great if in a future update there was the ability to change the font colour within the customer notes & production notes text boxes. Sometimes we add a lot of details into these fields and just bold and italic don't offer enough variation. Other times there is one specific detail or instruction that is very important to the job and I'd like to be able to make it very visible. An option for coloured text or text that is highlighted with a background colour would be super useful in everyday applications for us.

Should be able to duplicate categories. Sometimes clients want the exact same sizes, styles, colors of garments for multiple designs. Makes it easier if I can duplicate each category that already has the style number, counts, colors and info.

Would be awesome to add a drop down within the imprints to add standard location, ink colors, and thread colors so that you do not have to type in the details box all of that information.

Due dates in BOLD RED letters