Factory Ideas Board

Ensure only actual costs are being brought through to profitability calculation for actuals. Factory currently brings through into the actual cost calculation the estimated labour cost/hours for any item with estimated hours but no actual hours recorded against it - overstating costs and hours on jobs.

Update Profitability report to show the favourable/unfavourable variances to estimates. Custom (fixed) pricing is used on each job. Currently the labour section shows only the net margin, and does not provide insight into how much margin we gained/lost against the estimated margin. E.g. If we are $9k over on labour costs, we want to see that we have a $9k unfavourable spend, rather than a $3k loss. Likewise, if we have a saving, we want to see the saving rather than the margin. The business is driven by jobs and accuracy in quoting and delivering costs in accordance with the quotes.

The ability to manage your quote pipeline more effectively: A 'Workflow' equivalent page, specific for quotes, with the ability to define custom quote statuses Ability to mark quotes as 'Closed Lost' to improve quote win rate reporting Customer-facing SMS/Email quote reminders Ability for customer to accept and sign for quote online

Ensure profitability calculates a loss for Orders that have a cost and zero sell price (e.g. warranty/re-work orders).

at the moment if power users are in the field they need to ring for p/o to be raised if they can do this in the app and assign it to a job it would be more streamlined

At the moment, there is very limited "minimum requirements" e.g., minimum order cost, minimum area. I have a request in for this already, but once that is implemented, I would love a warning pop-up for if a product doesn't meet the requirements. This would be especially helpful for new employees.

please allow for more then one contact per order. so when the notification email and text are sent out, someone from their department will be notified if the first contact is away/left that position etc.

Ability to click on a product and view monthly sales/ Purchases/ qty and value. Ability to click on a customer and see customer sales over time. Further enhance with Graphs Further enhance with trend analysis for purchasing Click on individual cells for detail of information in cell.

The ability to bulk import and export Product Catalogue data, including the following: Creating of new products, product variants and Product Kits (including cost, markup, price level and stock values) Updating of existing products and product variants

It would be really helpful if we could import products directly into a kit in a Sales Order.