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Color Code: Red
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 1/7/2019 11:27 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 4313
Template/Type: Brandon Time
Title/Caption: On site with a client
Start Date/Time: 1/9/2019 8:15 am
End Date/Time: 1/9/2019 5:30 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Went in and met with the folks at Industrial Tool. Lots of great training and other ideas (idea farming and harvesting). We had some great discussions and I took pages and pages of notes. Some of the huge takeaways for me are:

- The need for more toggle on/off settings

- Make things standard vs plain one-off black box code (custom code)

- Customer purchase history and letting that play in as part of the pricing engine

- Need for full and integrated gift cards

- Show/hide discounts (even if they are applied)

- Showing items that are on order (ordered and/or coming in) on part usage pages

- Helping preset customer tax categories pass into the cart

- Being able to flip flop printable invoices based on invoice types - customer invoices go to 8.5x11 and counter sales (quick cash sales) go to the 3" mini receipt format

- Getting rid of all of the extra verbage and explanations on the pages (this is my bad - I was trying to help them know what to do - but it is becoming less and less needed and more just in the way - it may be a great setting to toggle on/off - almost like training wheels)

- Lots of new requests to run the ++ (advanced add or edit to cart line items) off of profit margins vs mark-ups and discounts. This is somewhat industry specific, but certain industries really try to make a certain margin on certain pieces. It actually changes depending on the categories and the items. Pretty interesting.

- Multi-tills and/or cash drawers - how to flag and tag the different invoice payments and transactions

- Vendor discounts and vendor terms - clear out to due dates on the expense and PO side. We also have a huge need for due dates on the invoice side. That project is coming, we just need to get back to it (see code branches BWM-33 and ram-37).

- It sure would be nice if we had a check write queue and/or a bulk bill pay list - currently, most of the bills and checks are done one-by-one. You can trick it and put in a specific phrase and then search the checks for that phrase and you get a quick list, but it may be cool to actually build it out to a slightly better system for paying bills and writing checks. Interesting how everything goes from can you do it once... to can you do it fast and in bulk. It comes down to speed, speed, speed.

Part way through the day, I went to lunch. After lunch and before heading back, I was walking around to clear my head and started thinking... wow, if I could make these requests into corp-wide settings, it would save tons of time and effort in making all of these different corp-specific black box custom code pages. That was a fun concept and I was able to start thinking in an different light/view point. Good stuff.