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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 5/3/2024 8:42 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 11044
Template/Type: Brandon Time
Title/Caption: Meeting with Suzi
Start Date/Time: 5/6/2024 11:00 am
End Date/Time: 5/6/2024 2:45 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Working on saving the new line item level sorting and allowing edits to the sort numbers as needed.

Meeting with Suzi, Steve, Bryan and doing a small demo. Got a little bit of feedback and a few requests on changes that they need and want. It's looking good, just needs a little bit more and then to get it live. After the demo with Suzi, I talked with Steve a bit about some other things that are coming down the pipeline. After the meeting, I talked with Bryan and we did some light planning.

Small side notes...

Wish list stuff. Bryan had a request to get white papers on some of our accounting and how it all works. He has a person who wanted to read up on stuff. Basically, a request for documents and content. That's awesome. I'll try to work with Shannon to get some of that stuff going and done.

On the mini scan cart, we would like to add options for printable notes, non-printing notes, customer PO's, due dates, etc. All of that stuff already exists on the classic cart but not currently on the mini scan cart. We want to be able to change the cart type, the cart date, the salesperson(s), etc. Normal main cart edits.

Request from Suzi, if you click on start cart and the cart already exists... maybe just go to the view cart vs showing an error. not sure?