Name of Feature/Request: Expand/Collapse Item groups independently on Sales orders.
What financial, time savings, or quality of life improvements will occur from this: To have the ability to independently Expand/Collapse item groups on SO and independently add tax to items in an item group. | Frequency: Daily. 95% Sales orders will have item groups that needs this feature. | In order to bring the Item Groups in Striven in line with Item Groups in many other ERPs and Field Service Managers, these adjustments should be made. Having the descriptions is great and a wonderful first step, but these modifications make the Item Groups actually useful for all companies.
Most Importsant - The groups need to be individually expandable/collapsible on the Sales Order.
Reasoning - Companies use groups for many reasons, but for most, it is to speed up the Sales Order writing process while preventing inexperienced salespeople from forgetting individual items. Some groups need to be hidden to conceal small and inconsequential changes in item quantities. Some need to be expanded to show all parts involved in order to build value. In a perfect world, each item would be able to be visible or concealed, but choosing by group is the bare minimum.
2nd most Importsant - Tax needs to be assigned at the item level, not the group level.
Reasoning - Combining product and service item types in the same group but restricting the tax code control to the entire group causes improper tax calculation and reporting. Most jurisdictions tax products and services differently, so the items that make up a group need to be controlled by the tax code indicated by the item, or controlled individually within the group.
Attempted Solutions So Far: Create custom group on sales order and add all the items that needs to be shown on the SO to the custom group.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: support@striven.com
DBricker
June 3
We would also like to have descriptions shown in item groups. Additionally, most systems that use groups offer the ability to show the groups or not at the group level, with a switch on the transaction. Since Striven hasn’t adopted flat-rate job costing/pricing, enabling this feature would allow for more flexibility and information on transactions.
In our case, we flat-rate installations of fireplaces. We have break points based on chimney length for materials, and the same for labor, with a few additional service options. We have an item group for the chimney parts and pieces, for example, “FP Nap 5D 15-25” is the chimney kit for the installation of a Fireplace by Napoleon, using 5D series chimney and allows for 15-25 feet of total chimney, a couple of offsets, firestops, flashing, termination, and some non-inventory sundries. We don’t want the client seeing this list as they largely don’t care. While the flat rate works out very close to the actual 80% of the time, sometimes we win a little and sometimes the client wins a little. We need the warehouse to see this list and be able to efficiently and accurately pull these items. The installers need to see the list and be able to track what exactly was used on the job to maintain actual cost and inventory. No, we don’t want to use paper. This isn’t 1990.
Additionally, we have a labor item group with the various labor items needed to install the fireplace. A preview trip, a rough-in trip, a finish trip, a fire-off/homeowner instruction trip, plus optional services that may be needed due to the jobsite condition, like fixing framing, cleaning a work area or egress, making a return trip because the install could not be completed as scheduled (change order trip). We need the client to see these items and their descriptions. They need to know why we charge more for installation than our competitors, and the list provides value. We need the descriptions so they know what our charges are and the potential cost of items with a zero quantity.
Please let us know what it would cost to move this up the to-do list for the developers. Visit Topic or reply to this email to respond. To unsubscribe from these emails, click here. –
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For more options, visit https://groups.google.com/a/striven.com/d/optout. | Previously accomplished: All the Item groups on a SO can either be expanded or collapsed. They cannot be expanded or collapsed independently. In Service Fusion field service management system Item groups can be expanded or collapsed and tax can be selected on each Item.
StrivenID: 4518829