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3 Vote

Improve Inventory Managemnet

I am still needing a quicker way to view what case (you could also add a quicklink that would take you to the case), date an item was sold. I also need the ability to see when an item was removed or returned to vendor for credit. I understand we h...

Created 28 Mar 05:27pm by Elizabeth Reed

Case Management / Price List

0 Future consideration
1 Vote

Bulk add prices for new supplier

As our urn prices are rising quickly, I'm needing to update the prices more often, and have looked for some more reasonable suppliers. Which is a whole job in-and-of-itself. But then I have to go into Passare and update the prices there. Which is ...

Created 14 Jun 08:36pm by Holly Stammis

Case Management / Price List

0 Future consideration
10 Vote

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...

Created 1 Sep 06:32pm by Erin Merriott

Case Management / Price List

4 Planned
2 Vote

Add a "Next" button next to "Save" in the price lists to go to next item on the price list

Currently, when updating prices, "save" saves the changes and defaults to the top of the price list page, requiring one to have to scroll down to the next item to be saved. A "next" button would save that time.

Created 3 Jan 05:46pm by Joseph Schuller

Case Management / Price List

0 Future consideration
1 Vote

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.

Created 16 Sep 07:39pm by Kelsey Swearingen

Case Management / Price List

0 Planned
2 Vote

Add column to price list showing last modified date.

This will help with identifying if a price has been adjusted from the original entry (e.g. "annual" casket and vault price changes)

Created 15 Sep 09:17pm by Joseph Schuller

Case Management / Price List

0 Planned
1 Vote

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.

Created 2 Feb 04:46pm by Erin Merriott

Case Management / Price List

0 Planned
1 Vote

Add Financial Account Column to Admin>Price List View

It would be helpful for Ops to have column option for "Financial Account" in the Admin>Price List view, just like we currently have for "Branch", "SFG Tag", "Description", etc. This would be especially helpful to those managing more complex bui...

Created 26 Oct 04:48pm by Jessie Goggans

Case Management / Price List

0 Planned
1 Vote

Separate Product / Services filters for Price List

It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.

Created 27 Mar 09:20pm by Guest

Case Management / Price List

0 New