Different CO Number for internal vs external COs
Please allow for different Change Order numbering for internal vs external change orders. It's odd to send the first Change order to the client as CO #12 because we've had 11 internal change orders prior to this.
When creating a manufacturer, specify a preferred vendor
A number of products are only sold direct - or we only buy direct. Having the ability to set a preferred vendor for a manufacturer and "lock" (provide an override preferred vendor checkbox on the order tab) by default when adding a product for that manufacturer. This way the preferred vendor is always set and always "right".
We often receive back-end discounts and rebates, we have to order and send POs based on standard dealer costs though. BUT to be competitive we need to be able to sell with that accounted for in our costs. We need a "cost discount" percentage field - which generates the "true cost" used for price calculations. This way a 22% margin is a true 22% not actually 32%, and our pricing will be competitive.
64 bit Option
Windows has been 64 Bit for years. I use the 64 bit version of Visio. Why is D-tools still a 32 bit program? It hangs more than other programs.
Split catalog, projects, etc into separate windows
Allow the various aspects of the program to be "tabs" that can be split out and float.
Add "fuzzy" search
Add fuzzy search for anything (products, customers, manufacturer, categories, whatever) If I type in D-rools instead of D-Tools it should show a section of results that are "did you maybe mean: D-Tools?" (and a list of possible matches.)
How can I get PROJECTS as a startup when I launch D-Tools? Currently, I have to click on Projects on the bottom tab, then projects again. I would prefer to start in Projects where I can select the projects already.
Select approved Items for editing within change orders
Select an item in approved project and add it to change order. Then have fields opened up for editing. ie: change the wire length, change from OFE to providing, or vice versa, changing tax values, etc Current method forces replacement which is very cumbersome in when a simple one aspect fix to an item is needed.
Service Order Contacts
There are many instances where the contact for Service Order will be different from that of the primary contact. Please implement a pull down that allows us to select from a list of contacts when preparing a Service Order.