Feature Requests

Allow Coming Soon Inventory Only For The Store/Sales Person that Ordered the Inventory. Additionally, Allow Sales Persons to Only See Buildings That Have a Production Status of ''Ready to Deliver.''

Invoice financed sales to the finance bank instead of to the customer. Similar to how RTO contracts are billed.

It would be nice if those in the Role of Sales Manager could assign a quote to other Sales Managers or Sales Persons. Currently they can only assign someone else's quote to themselves. Also- Allow a Sales Manager to receive payment and do signature request in the behalf of another Sales Person/Manager's order without reassigning it to themselves. We've had several instances lately where a Sales Manager needed to cover for another Sales Manager or Sales Person with last minute payments and signatures and they wanted the original sales person on the order to still receive the credits for the order

TSA takes a really long time (20-30 seconds is typical) to load screens with hundreds or thousands of records. Scrolling long reports also takes a long time when lazy loading the next batch of records. Some optimization might be needed.

It would be great to have a feature for warranty requests and repair orders to sheds. Maybe it could work similar to the current workflow set up for shed orders, just under a different category? We are currently using a separate software to track all shed repairs, and it would be awesome to have it right in TSA.

It would be extremely nice if an email could be triggered to the store and/or sales person when a delivery is scheduled. I know they can set the parameters in Manage Throughput to see when a delivery is scheduled but at the end of the day this is still another task the sales person needs to do. We can currently trigger emails when someone creates a design, when an order is processed, when an order is completed etc, etc, etc. So why can't we trigger off an email when delivery is scheduled?

We need to be able to edit/personalize the automated email messages. I would like to have the ability to edit the email that goes to our customers when their order is fulfilled. Asking them to leave a review etc...

Include the options data for existing inventory in the Inventory Storefront API. I assume this could be merged in as nested JSON data for each building.

We use Manage Throughput for all our order management and reporting. Would love to see the Notes feature added to Manage Throughput, making it simple and easy to read any notes associated with the order and not having to generate a PDF or navigate over to Manage Orders.

I would like to be able to assign a discount based on a percentage of the retail price of a building and have it place a banner on the inventory page that interfaces with the customer. Currently, the only option is a percentage of the shell price.