Hello everybody!
Today I’m excited to announce that IT is having a Hackathon on Thursday the 29
th of
November. Big deal, right? Well, would it be a bigger deal if you had a say in
what we did during the Hackathon? That’s right, we are letting you submit
suggestions for what we work on. We are going to be focusing our efforts on SAM
so if there is something you would like fixed or added in SAM then now is the
time to let us know. Please leave your suggestions in the comments below and
try to keep them realistic. No, Justin, SAM will never be able to do your work
for you, brush your teeth, throw lids at people, or shave Rinker’s mustache.
Sorry.
INVENTORY ADVANCED SEARCH. I'd like a report that allows me to look at inventory and see what data it lacks or has. Does it have a vendor spec sheet? Does it have deco dims? Of all our items, what has a case pack of 1550? Basically a searchable summary report of all the items that match the criteria listed on the item summary page.
ReplyDeleteExample searches: What items are not internet active?
What items have vendor spec sheets, don't have vendor spec sheets?
Which items have label dims/print dims?
Which items have 20-410 neck finish?
From within SAM.
I think you could do this by putting all fields (see end of comment) associated to an item as checkboxes and you select check boxes and then hit run, and you get a report with all the records/items that match your search criteria.
If I checked pic, ID, Description, Label Dims, Print Dims, Vendor Spec Sheet, i'd see a report like this:
J045.jpg | J045 | 8 oz Single-Wall Clear Jar | 7.875 x 2.5" | 8 x 2.5" | k2200-hs.pdf
Next Record
These are some of the fields that could be put into the report.
ITEM INFO
pic
ID
Description
size
uom
color
material
type
neckfinish
liner
style
vendor
ITEM DIMENSIONS
Height
length
width
diameter
Deco Height
Label dims
Print dims
INBOUND
Case pack
weight
length
width
height
volume
Cases/Pallet
Pallet Weight
Pallet Dims
OUTBOUND
UPS Case pack
Weight
UPS Case Dims
UPS volume
Pallet case pack
cases/pallet
cases/layer
pallet weight
pallet dims
tarriff code
WEB INFO
active/inactive status
lid include
Full case flag
Must call to order
Search terms
Web info statement
Vendor Spec sheet
Min order qty
min order qty
min order volume
min order weight
on the payment information at the bottom of SAM, could you include the last four #'s of the cc used and the auth id? That would be way cool! Right now, we still have to go into MAS to find this information.
ReplyDeleteGrabbing a Cart online and having it available for editing and adding without an "Oops". We can view a cart placed from a customer online but when we try to change it or place it for them, it doesn't work....
ReplyDeleteA Suggestion Box!
ReplyDeleteI would like to see a smoother way to enter new addresses - to be able to enter a new address in-line within sales order entry, rather than having to open up customer maintenance, add the address, go back to the sales order, and then change the address on the sales order.
ReplyDeleteAlso, if there is any way to add the card type to the stored CC info, that would be a big help. Often times a customer that regularly uses credit cards will say "Use the Mastercard on file" but it doesn't make things more convenient for anyone, since they have to get the card out anyways.
The last 4 digits on past payments would be very helpful as well, as Sandy mentioned. Customers also like to say, "use whatever card I used last time."
My first suggestion is completely selfish. I would like to be able to export the data from the Sales Order Error Inquiry page. This would save me several hours of work each month.
ReplyDeleteMy second suggestion is more altruistic, I would love to have my agents have access to a dashboard that would show them their orders placed (show date, order #, dollar amount, and ship via) their orders that are on hold (same info that is on Sales Holds and Error Report), # of phone calls, agent talk time, and maybe someday # of chats and chat conversion % / $
Okay maybe my second one is a little selfish too....
I think it would be helpful to have the inventory inquiry screen allow us to search by size.
ReplyDeleteHow about a reorder report that only lists items for which a vendor is the primary vendor. For example, the L317A currently shows up on the reorder report for McKernan and Drug & Cosmetics, even though we currently buy them from Stull. Some items that have a separate primary vendor depending on which warehouse they are being ordered for would need to be accounted for (ex. ID orders from Ropak Northwest, but KY orders from Ropak Central). The ability to set up separate primary vendors for each warehouse may solve this issue.
ReplyDeleteI would like to be able to talk to SAM like SIRI. I think he has enough pride to want to respond to voice commands better than she does.
ReplyDeleteYou can still talk to him like SIRI but he probably won't respond. Also, don't call him SIRI. He hates that.
DeleteI would like the Freight Class to be on each page on the inbound/outbound tab. Also, i would love to see the Cart number on top of the order form when entering in an order, and not just on the header tab.
ReplyDeleteWow, there have been lots of responders...
Dear Matt,
ReplyDeleteI'm so glad you asked! first of all, let me start by saying amen to all of the above, especially Keith's inventory search idea.
To give others a chance, I will only list 10 for you. Based on my calculations, this is 1/1000th of 1% of my total requests to you so far this year. Gee, no wonder we are such good friends! Right? Right?........
Jana, don't worry about trying to be altruistic, all of mine are selfish. Here you go:
1. Currently you get an "Oops" message under "Customer Items" (in customer inquiry) when you click on an item after typing in a date range that is further back than the last 12 months. It would be great to get this fixed so we can view item usage details further back than 1 year.
2. Add an OZ tool button right next to the "calculate freight" button in sales order entry. This would save the sales reps a few steps when calculating freight on their orders.
3. Add an input field in Customer Maintenance to indicate a customer's industry. It would be great to be able to view data based on the number of customers in each industry as well as the dollars spent in each industry, and the percentage of CPS's total customers that each industry makes up.
4. Add an option to view all SER numbers in Sales Analytics on a per day basis in addition to the total numbers.
5. Change the "view sales orders" feature to show all orders on one screen instead of 20 at a time. Also, it would be awesome to add the following search capabilities when viewing a customer's order history:
- search for a sales order or invoice by customer PO#
- add the ability to sort the fields (order date, cust PO#, Order total, status)
6. Create a report that indicates a list of fix orders that have not yet had an error logged against them. This would save sales and customer support a lot of time in having to go through all of the data to obtain this info. It would also help us keep the error logs accurate.
7. Add additional information under sales history (in customer inquiry). Currently you can view the customers' sales each year, money spent in freight each year, and the total. It would be awesome to add the ability to view an overlay with more complete info such as gross profit per year and total margin for each year.
8. Add the ability to delete contacts in SAM. Currently we can edit contacts but we cannot delete them. Sometimes customers want previous employees completely removed from their account. If we can't delete them, can we at least add a feature to make them inactive? Also, could we add a custom field with the ability to add info under a particular contact? For example, it would be great to be able to add a customer website or a few notes about a particular contact.
9. Further revamp the JM Callbacks list. Please see my e-mail on 02/27/12 or ask me for further details.
10. Create a returns report in which I can view the sales reps' returns and total dollar amounts within specified time frames.
Currently if I'm pulling full cases and pull out the last box I can delete the location just by clicking on the warehouse location without switching screens (great option by the way). I would like to see that option when pulling LTL's most of the time I am taking the "last" box or pallet. Currently we have to keep switching in between screens to delete the location. Any questions I can be reached at 1-800- UKWILDCATS!
ReplyDeleteWhen viewing a closed Sales Order, it would be nice to have a link to the invoice or other document that closed it.
ReplyDeleteGood point Tyler! It would be really helpful to add the invoice info in the sales order view as well as the initials of the person that picked the order (pick list creator).
DeleteAnd maybe the initials of the person who closed the invoice too!
DeleteI would love to have an option on Sales Order Entry to create a Pro Forma Invoice. Some customers can't accept a copy that sales "Sales Order" on it. All it would need to do is replace the "Sales Order" at the top with "Pro Forma Invoice". That is all.
ReplyDeleteDear Hackathoners:
ReplyDeleteI honor you all for your many talents to produce massive results for gigantic projects. So this little ol' thing that I request shouldn't even take you but a brief nanosecond of time to complete. You could probably just pop it out while you were reading through some of the other requests you have received.
Here is what would be nice: In the Inventory History/View History screen it would be very helpful to be able to highlight numbers (using either the "Shift Key" or the "Cntrl Key")in the "sold" column and get a total and an average just like happens in Excel.
See I told you it would be easy and could be popped out in such a short time.
Thanks in advance.
Jim
Dear Hackathoners:
ReplyDeleteI honor you all for your many talents to produce massive results for gigantic projects. So this little ol' thing that I request shouldn't even take you but a brief nanosecond of time to complete. You could probably just pop it out while you were reading through some of the other requests you have received.
Here is what would be nice: In the Inventory History/View History screen it would be very helpful to be able to highlight numbers (using either the "Shift Key" or the "Cntrl Key")in the "sold" column and get a total and an average just like happens in Excel.
See I told you it would be easy and could be popped out in such a short time.
Thanks in advance.
Jim
Another useful nugget would be to include unapplied customer payments on the Account Balance tab within the Details view in Customer Inquiry so that it's easy to see what items add up to the Account Balance shown on the main Customer Inquiry page.
ReplyDeleteya'll are goofy!
ReplyDeleteThis can't be fixed during a hackathon. This would take years.
Deleteokay sorry, here's another:
ReplyDelete1. It would be great to add the ability to delete notes in Customer Inquiry. Some notes are no longer relevant so they just take up space. A delete option or an option to "hide" the notes would be very helpful. If you choose to simply hide them, we would always have a record of the notes but they would not get in the way of current notes.
On the unavailable items report it would be nice to have a column showing how many of each item are already on PO, similar to what the reorder report already does.
ReplyDeleteCan we have the customer # on the RMA page in SAM when you print it? It would make me real happy and that's good right?
ReplyDeleteThis one's kind of petty but is it possible to make "Cart Key" the default option on the Oz Tool's "SO/Cart - Rates & Services" tab? In my experience, the cart key option is used about 25:1 over the sales order option.
ReplyDelete