metal market UPDATES: release 2
Export orders to Excel
Export your orders to Excel. Export order summary and/or order details. Export each order individually.
Manage a list of “my customers”
As a user, manage a list of “MyCustomers” and set a default markup, manage addresses, contact numbers, notes, notifications, etc. for each
Ability to choose color of item from product detail page. (Ex: Ability to choose a panel, open product detail page, then see all available color swatches and choose one from this detail page.)
Custom Trim Templates
Ability for Metal Sales to create “public”/commonly used custom trim templates and share them with customers.
Add your own logo to quotes
Ability to add customer logo to a quote.
Ability to click “Duplicate Quote” button and create a copy of your quote.
Quote History Filters (D)
Filter the Quote History table by date, quote name, customer name.
Save quote as Favorite
Ability to save “Favorite” quotes
Adjust margins on quotes
Ability to add a profit margin to quotes.
Store markup at a customer level
Ability to store markup at the customer/account level so that it can be inherited on orders and quotes. The markup can then be adjusted on orders and quotes.
Ability to apply promotions when ordering products.