Scott Melnyk
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Recent activity by Scott Melnyk Sort by recent activity-
Price Mute by default
Is there a way to have a default "Price Mute" setting that applies to all quotes? We have inconsistencies among our sales staff that we'd like to manage without needing to change personal habits! S...
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Invoice Date = Ship Date
Is there a way to change the 'invoice created' date to reflect the 'ship date', when moving a quote over to an invoice? We create invoices upon confirmation of quotes, due to a back-end accounting...
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Custom Field - Quote - "Event Type" Selection
We're looking to add a step into our quoting process to collect some data on what types of events we do (conferences, concerts, sporting events, etc). We'd like our sales team to have to enter in o...
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Auto-Open Content Builder on Scan-in
I saw this as a recommendation / request on the old forum, but I'm posting here so it doesn't get lost in the switch over... I'm wondering if there's an option to have content builder auto-open dur...
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Flex 5 API / Online Store
We're looking at creating an online storefront for our business and are wondering about Flex 5 having an open API / ability to integrate with other online platforms like shopify (or something simil...
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Online Payment Portal?
CompletedIs there currently a way to integrate a payment portal in to Flex? As it stands right now, our business has a pretty lengthy process to accept credit card payments. It is a time consuming and cumbe...
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Serial Numbers + Item Names
After years of using Flex, we're finally embarking on barcoding our inventory (yasssss). We'd had accurate inventory counts, serial numbers, etc in place for a while. I recently changed the "item ...
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Recent Items - Click & Drag
In the recent items window, is there a way to be able to 'click and drag' the items listed? Or is is just there so we can see / open the items we've recently viewed?
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Label Alignment Issue
We've been designing and testing out a custom label as we prepare to undergo barcoding all of our equipment. The design is super simple and derived from the 2x0.5 template that Flex has provided al...
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Pull Sheet Item Names
Is there a way to have our pull sheets, prep screens and manifests display the same name as our inventory tree (Short Name)? Either as a report or in the UI We'd like to keep our quotes simple for ...