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FEATURES

View Kodaris Systems Full Feature List

Kodaris Features List

Multi-Channel Commerce

  • Account Login
    • Customer login with options to remember them and reset lost password
    • Agree to website terms first time they log in
    • Customer can fill out Account Request form on web to request an online access
    • Custom homepage selection by user
  • Product Pages / Digital Catalog
    • Full catalog of products available
    • Quick ordering with product lists
    • Everyday Pricing (Full ERP Pricing Engine Supported)
    • Job Specific Pricing (Full ERP Pricing Engine Supported)
    • Search, Filters, Facets
    • Product category specific facets
    • Tunable search based on data that can be configured in ERP
    • Unit Converted Ordering
    • Warehouse Specific Inventory - view configurable per customer
      • View what is on floor
      • View based on committed
      • No view at all
    • Consumerized pictures and product descriptions
    • Standardized consumer facing names and descriptions
    • Related Products
    • Add to order or quote
    • Save to Product List for Quick Ordering
    • Display product images and code on product list page
    • Product reviews
  • Cart / Order Page
    • Create an order by dragging/dropping a pdf, qbr, or xls file
    • Create an order by copy/pasting items from excel sheet
    • Request custom items
    • Line item note
    • Order header note
    • Configure stock and scatter (placement) instructions
    • Customer specific Cost / GL codes displayed with items
    • Customer specific product code displayed per item
    • Attach files, if mobile attach pictures
    • Recommended products
    • Delivery times
  • Checkout
    • Parent / Child Accounts -ERP accounts can be linked and during checkout, a customer can choose the ERP account they are placing the order for.
    • Address Info
      • ERP billing address auto-populates
      • Choose from ERP shiptos, place a one time only order, or add a new shipto
      • If a Residential customer, automatically selects one time only order
      • Show either the shipto address or the shipto location name in ERP shipto dropdown
      • Specify the general contractor for the selected shipto
      • Customer to agree to Terms and Conditions if public
    • Pickup
      • Choose Location
      • Choose Pickup Up Time
      • Map link on confirmations
    • Delivery
      • Choose delivery date
      • Choose AM/PM
    • Payment - method configurable by customer
      • Purchase Order
      • Credit Card
      • Request Quote
      • ACH
    • Confirmation screen once order is placed
    • Comfirmation email sent to customer

Customer Account Portal Features

Sales & Operational Portal

Product Management Features

  • Product Management (PIM)
    • Create products individually or by import
    • View list of complete product database:
      • Fully searchable and filterable product list
      • Create sticky filters for quick filtering
      • Export a CSV file - customizable by selecting which filters to display and export up to 1k records
    • View and edit individual product details with all standard industry product data capabilities plus an extensive list of extras including:
      • Standardized consumer facing names and descriptions
      • Consumerized pictures and product descriptions
      • Product primary category assignment
      • Product order assignment
      • Parent product assignment
      • Display/hide products
      • Activate/deactivate products
      • SEO data including:
        • SEO codes
        • Keywords
        • Short descriptions
        • Custom SEO titles
        • Custom SEO descriptions
      • Product attributes including:
        • Product dimensions
        • Product weight
        • Product type
        • Product country of origin
        • Product flag for Flammable
        • Product flag for Under Pressure
        • Custom product attribute creation
      • Quoting code
      • Vendor code
      • Manufacturer data including:
        • Manufacturer
        • Manufacturer code
        • Manufacturer product code
      • Basic product pricing including:
        • Unit cost
        • Unit price
        • Alternate price
        • Unit stock
        • Unit sell
        • Unit container
        • Taxed/untaxed flag
        • Terms percentage
        • Terms discount
        • Eligible for free shipping flag
        • Freight intensive flag
        • Bill of Lading
      • Product summary
      • PIM details including:
        • PIM code
        • PIM category
        • PIM status
        • PIM reason
        • PIM comments
      • Product logging records including:
        • Prduct created
        • Last modified
        • Last synced
        • Product syncing to ERPs
      • Product placement on Job
      • UPC codes
      • Product status types
      • Product status type descriptions
      • Product units definition
      • Product unit conversions
      • Assign product to any category
      • Assign related products
      • Create SKUs for any product
      • Ability to add custom settings directly to products
      • Media uploads
      • File downloads
      • Inventory management settings including:
        • Override global inventory settings
        • Deny purchase when out of stock
        • Deactivate product when out of stock
        • Decrement behavior
        • Out of stock level
        • Low stock level
        • Send low stock notifications
        • Low stock email to
        • Low stock email subject
        • Low stock email text template
      • Warehouse specific inventory - view configurable per customer
        • View what is on floor
        • View based on committed
        • No view at all
      • Manual product facets
      • Product ERP settings
      • Attach internal files including:
        • Attach files
        • Additional image
        • Media file
        • Primary image
      • Attach public files including:
        • Attach files
        • Additional image
        • Media file
        • Primary image
    • Advanced pricing controls including:
      • Pricing types
      • Price on product types
      • Quoting controls
      • Pricing on levels
      • Vendor pricing controls
      • Pricing entities
      • Price escalators
      • Price escalator ERP settings
      • Job specific pricing (Full ERP Pricing Engine Supported)
    • Product cross referencing
    • Product import/export tools
    • Tunable search based on data that can be configured in ERP
    • Save to product list for quick ordering
    • Product code change tool
  • Category Management
    • View list of complete product category database:
      • Searchable and Filterable
      • Create sticky filters for quick filtering
      • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Category types
    • SEO data including:
      • Keywords
      • Descriptions
      • Custom SEO titles
      • Custom SEO descriptions
    • Add html to category above product layout
    • Default category images
    • Parent category assignment
    • Category order assignment
    • Assign products to category
    • Activate/deactivate category
    • Add/remove from site wide category tree
    • Create custom settings
    • Facet association interface
    • Category specific facet driven product lists
    • Category specific search driven product lists
    • Category import/export tools
  • Content Management (CMS)
    • Manage native category like content pages
      • View full list of content pages
        • Searchable and Filterable
        • Create sticky filters for quick filtering
        • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
      • Create new content pages
      • Delete content pages
      • View content page details
        • Content page SEO data including:
          • Keywords
          • Custom SEO titles
          • Custom SEO descriptions
        • Default placeholder images
        • Create content page parent/child associations
        • Content page order assignment
        • Activate/deactivate content page
        • Add/remove from site wide category tree
        • Edit content with integrated WYSIWIG editor
        • Edit content with integrated code editor
        • Create custom settings
    • Create custom layouts and menus for content templates
    • Integrated Amazon bucket for image hosting
    • Full CMS master system coming soon!
  • Manufacturers
    • Full list of manufacturers
      • Searchable and Filterable
      • Create sticky filters for quick filtering
      • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View manufacturer details
    • Add new manufacturer
    • Manufacturer details including:
      • Code
      • Name
      • Description
      • Activate/deactivate
      • Drop Shipper setting
      • Email
      • Phone
      • Website
      • Address
      • Created Date
      • Updated Date
  • Locations
    • Full list of locations
      • Searchable and Filterable
      • Create sticky filters for quick filtering
      • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View location details
    • Add new location
    • Location details and options:
      • Activate/deactivate location
      • Code
      • Name
      • Company Name
      • Company logo
      • Email
      • Phone
      • Fax
      • Hours
      • Map coordinates
      • Delivery radius
      • Address
      • Created date
      • Updated date
      • Google maps location
  • SKUs
    • Full list of skus
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • Product Unit Conversions
    • Full list of unit conversions in grid form with tool bar
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • Product Inventory Conversions
    • Full list of unit conversions in grid form with tool bar
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • Product Pricing
    • Full list of system wide product pricing records
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View comments
  • Vendor/Supplier Pricing
    • Full list of vendor/supplier pricing records in grid form with tool bar
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Edit, insert and format records in grid
  • Product Escalation Pricing
    • Add new global escalator pricing on the fly
    • Full list of escalator pricing records in grid form with tool bar
    • Filter, edit, insert and format records in grid
    • Create sticky filters for quick filtering
    • Adjust escalator dates and amounts, $ or %

Order Management Features

  • Order Management
    • Full list of web and erp orders
      • Searchable and Filterable
      • Create sticky filters for quick filtering
      • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
      • Select invoices to print
      • Select invoices to send emails
    • Push orders to erp
    • Order types:
      • Order
      • Purchase order
      • Bill
    • Order statuses:
      • Received
      • On hold
      • Processed
      • Shipped
      • Canceled
      • Complete
      • Quote reqested
      • Quoted
      • Sales order
      • Entered
    • Status details
    • Payment method configurable by customer
      • Purchase order
      • Credit card
      • Request quote
      • ACH
    • Order detail management including:
      • Release to ERP
      • Pay Order
      • Email Order - Display pricing, display payment link, sort items by line or product group
      • Copy Order
      • Generate File - Internal or Customer
      • Attach File - Customer or Internal
      • Billing Address & Tracking
        • Billing Address
        • Purchase Order #
        • Customer Tracking #
        • Reference
        • General Contractor
      • Delivery Method
        • Delivery or Pickup
        • Location
        • Requested Delivery Date
        • Requested Delivery Time
        • Promised Date
        • Instructions
        • Map link on confirmations
      • Delivery Address
      • Google Map Location
      • Customer Comments Section
      • Summary
      • Taxes & Total - Integrate with Avalara
      • Order item management including:
        • Fully Searchable Catalog
        • Grid with tool bar
        • Configurable filters
        • Adjust Price group and Price Level
        • Add items from a list
        • Add items from a file
        • Toggle coments on and off
        • Adjust quantity
        • Adjust Margin, Markup, Price
        • Adjust Unit and Price conversion
        • Reorder items
        • Filter on items
      • Internal comments
      • Attach files, if mobile attach pictures
        • Customer files
          • Searchable and Filterable
          • View and download customer files
        • Internal files
          • Searchable and Filterable
          • View and download customer files
      • Order payments
        • Searchable and Filterable
        • View associated payments
      • Order emails
        • Searchable and Filterable
        • View record of associated emails by descending order
      • Order header notes
      • Line item notes
    • Create an order by dragging/dropping a pdf, qbr, or xls file
    • Create an order by copy/pasting items from excel sheet
    • Request custom items
    • Configure stock and scatter (placement) instructions
    • Customer specific Cost / GL codes displayed with items
    • Customer specific product code displayed per item
    • Address options:
      • ERP billing address auto-populates
      • Choose from ERP shiptos, place a one time only order, or add a new shipto
      • If a Residential customer, automatically selects one time only order
      • Show either the shipto address or the shipto location name in ERP shipto dropdown
      • Specify the general contractor for the selected shipto
      • Customer to agree to Terms and Conditions
      • Billing address codes
      • Delivery address codes
      • Address field settings:
        • Prompted
        • Required
        • Validated
    • Checkout options:
      • Force login on orders - yes/no
      • Invite login on checkout - yes/no
      • Catalogue mode
      • Upsell related products on cart
    • Freight cost
    • Payment profiles
    • Payment method configurable by customer
      • Purchase order
      • Credit card
      • Request quote
      • ACH
    • View full list of all payments in system:
      • Searchable and filterable
      • Create new payment
      • View orders connected to payment
      • Payment details:
        • Payment ID
        • Status
        • Created date
        • Amount
        • CC name
        • CC type
        • CC date
        • CC number
        • CC number display
        • Processor class
        • Value field labels
        • Values - 1 to 9
        • Custom fields
        • Profile ID
        • Code
        • Payment date
        • Discount amount
        • Discount date
        • Original discount amount
        • Invoice amount
        • Invoice date
        • Due date
        • Check number
        • Sequence number
        • Source code
        • Transaction type
        • Shipto
        • Journal number
        • Set number
        • External order number
        • Json payment details
        • Active/inactive
        • ERP settings
    • Child order tracking
    • Expiration date
    • Warehouse codes
    • Company codes
    • Confirmation emails
    • Avalara tax integration
    • Order ERP settings
    • Parent / Child Accounts -ERP accounts can be linked and during checkout, a customer can choose the ERP account they are placing the order for.
    • Create discounts
    • Discount settings:
      • Name
      • Code
      • # of times used
      • Active/inactive
      • Items discount applies to:
        • Global discount
        • Shipping discount
        • SKU discount
        • Gift certificate
      • Discount value:
        • Discount is % off
        • Discount is $ amount off
        • User receives # items free (SKU discount only)
        • Determined by discount range and quantity
        • Determined by discount range and price
      • Targeted user for discount:
        • All users
        • All logged in customers
        • Customers by user names
        • Customers by status
        • Customers who placed previous orders exceeding a total $ amount
      • Which companies does the discount apply to:
        • All companies
        • Companies by name
      • Items required in cart:
        • No items
        • Any one of a list of products
        • All of a list of products
      • Discount start date
      • Discount end date
      • # of times discount can be used
        • Overall # regardless of customers
        • Number per customer
      • Discount coupon/gift certificate code
      • Discount description
      • Originating order item ID
      • Discount order
  • View external orders
    • Full list of external orders
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Push orders to erp
    • View order details to edit
  • View orders by delivery
    • Full list of orders
    • Searchable and Filterable - Including DQ data, POD files
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Push orders to erp
    • View order details
  • Create/view shipping methods
    • Add a shipping method
    • Full list of orders
    • Searchable and Filterable - Including DQ data
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View shipping method details:
      • Code
      • Name
      • Method Type
      • Active
      • Base
      • Minimum
      • Number of Days to Ship
      • Method Order
      • Shipping method ID

Customer Management Features

AR/AP

  • Accounts Receivable
    • Full list of payments
    • Searchable and Filterable - Filter on payment type
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View shipping payment details
  • Purchase Orders
    • Full list of purchase orders
    • Searchable and Filterable - Filter on payment type
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • Accounts Payable
    • Full list of AP entries
    • Searchable and Filterable - Filter on payment type
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • Suppliers
    • Full list of suppliers:
      • Searchable and Filterable - Filter on payment type
      • Create sticky filters for quick filtering
      • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View supplier details
    • Add new suppllier
    • Supplier details and options:
      • Name
      • Active
      • Category
      • Email
      • Phone
      • Inside rep
      • Outside rep
      • Warehouse
      • Price type
      • Address
      • Supplier number
      • Created date
      • Updated date
      • Average payment days

System

  • Internal Files
    • Full list of internal use files including:
      • Image records
      • PDF records
      • CSV export/imports
      • Spreadsheet files
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View and download files
  • Customer Files
    • Full list of customer use files including:
      • Image records
      • PDF records
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View and download files
  • Employees
    • Full list of back office users
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Add new employee
    • Employee details
      • Email
      • Username
      • First & last name
      • Allowed IP addresses
      • Birth date
      • Fax
      • Government #
      • Primary & secondary image
      • Activate/deactivate
      • Api user flag
      • Mobile #
      • Office #
      • Notes
      • Locked out until
      • Password expiration
      • Location
      • Show public/private
      • Primary & secondary location
      • Primary & secondary phone
      • Position
      • Profile image
      • Employee ID
      • Number of failed logins
    • Employee settings:
      • Failed login attempts before lockout
      • Lockout duration
      • Password expiration
      • Number of previous passwords to check
      • Minimum password length
      • Passwords require one letter and number
    • Employee permissions/roles:
      • View complete list of all employee permissions/roles
      • Searchable and filterable
      • Add new permissions/roles
      • View assigned employees for every permission/role
      • Assign employee to permission/role
  • ERP Settings
    • Full list of erp settings
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • View erp settings details
    • Add new erp setting
    • Delete erp setting
    • ERP settings details
      • ID
      • Code
      • Code ID
      • Product type
      • Code value
      • Pricing record type
      • Round target
      • Billing account code
      • Category list
      • Credit card only
      • Credit rebill
      • Credit rebates
      • Credit serial
      • Source modified time
  • Custom System Settings
    • View full list of custom system settings
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Add, edit, and delete settings
  • Job Scheduler
    • View full list of system scheduled jobs
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Start or stop jobs
  • Events
    • View full list of system events
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Event details:
      • Event ID
      • Event UUID
      • Created date
      • Last modified date
      • Type
      • Complete - yes/no
      • Owner
      • Owner UUID
      • Entity name
      • Entity action
      • Entity ID
      • Entity UUID
      • Status
      • Json data
    • Events settings:
      • Track company address created events
      • Track company address updated events
      • Track company address deleted events
      • Track company address creating events
      • Track company address updating events
      • Track company address deleting events
      • Track product created events
      • Track product updated events
      • Track product deleted events
      • Track product creating events
      • Track product updating events
      • Track product deleting events
      • Track order created events
      • Track order updated events
      • Track order creating events
      • Track order updating events
      • Track order deleting events
  • Emails
  • Countries Management
    • View full list of countries in system
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Add new country
    • Country details:
      • Code
      • Name
      • Active/inactive
      • Allow other state - yes/no
      • Order
      • Custom fields
      • Country images
      • View states assigned to country:
        • Searchable and filterable
        • Create sticky filters for quick filtering
        • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • States Management
    • View full list of states in system
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Add new state
    • State details:
      • Country
      • Country ID
      • Code
      • Name
      • Active/inactive
      • Order
      • Custom fields
      • State images
  • Encryption Settings
    • Payment encryption
      • No encryption
      • Two way encryption
      • Don't story any payment information
    • Administrator/employee password encryption
      • No encryption
      • Two way encryption
      • One way encryption
    • Customer password encryption
      • No encryption
      • Two way encryption
      • One way encryption
  • Session Management Settings
    • End session on order completion - y/n
    • Empyt cart when customer logs out - y/n
    • Automatically save last cart - y/n
    • Allow auto logins for customers - y/n
    • Reject non-secure adminstrator requests - y/n
    • End session on order completion default company - y/n
  • URL Rewrites
    • View full list of URL rewrites in system
    • Searchable and filterable
    • Create new URL rewrites
    • URL rewrite types:
      • Rewrite
      • Redirect 301

Customer Analytics

  • Customer Analytics
    • View customer analytics by:
      • All
      • Product page
      • Search
      • User groups
      • Order views
      • Customer login
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • Company Stats
    • View company stats for:
      • Summary chart of trending data
        • Quoting
        • Employee orders
        • Proof of delivery
        • Online payments
        • Customer accounts
        • Customer orders
        • Total web payments
      • Adoption chart
      • Online orders chart
      • Payments chart
      • Daily, weekly, monthly stats:
        • Searchable and Filterable
        • Create sticky filters for quick filtering
        • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
        • Stats filters:
          • Website
          • Division
          • Day
          • Total # guest/customer web quotes
          • Total # employee web quotes
          • Total # employee web orders
          • Total # orders volume
          • Total # customer web orders
          • Total # employee web orders
          • Total orders in dollars
          • Total # credits
          • Total credits in dollars
          • Total # ACH returns
          • Total # ERP returns
          • Total ACH returns in dollars
          • Total ERP returns in dollars
          • Total # companies with payments
          • Total # ACH web payments
          • Total # card web payments
          • Total # web payments
          • Total ACH web payments in dollars
          • Total card web payments in dollars
          • Total # web payments in dollars
          • Total # web lockbox invoices paid
          • Total # orders w/POD o/Trip
          • Total # orders w/POD w/Trip
          • Total # orders w/POD images w/Trip
          • Total # orders o/POD w/Trip
          • Total # orders o/POD images w/Trip
          • Total # delivery orders
          • Total # shiptos setup o/Web
          • Total # shiptos setup
          • Total # uploaded manuf. quotes
          • Active companies
          • Companies w/Activity
          • Companies w/Web
  • Location Stats
    • Daily, weekly, monthly stats by location
    • Searchable and Filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Locations stats filters:
      • Website
      • Division
      • Location
      • Day
      • Active status
      • Total # orders
      • Total order $ amount
      • Total # customer web orders
      • Total customer web order $ amount
      • Total # credits
      • Total credit $ amount
      • Total # ERP returns
      • Total ERP return $ amount

Sales Analytics

CRM

  • Jobs Management
    • Full list of web quotes and leads
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Create new leads from home screen
    • Toggle coments on and off
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Import leads - currently for ConstructConnect and Dodge
    • Merge leads - merge duplicates
    • Leads details:
      • Job #
      • Name
      • Status
      • Warehouse
      • Lost reason
      • Lost to
      • Start
      • End
      • Bid Date
      • Tracking
      • County
      • Valuation
      • Source
      • Type
      • Source link
      • General contractor
      • General contractor name
      • General contractor phone
      • Subcontractor 1
      • Subcontractor 2
      • Subcontractor 3
      • Architect
      • Owner
      • Estimator
      • Address
      • Created date
      • Updated date
      • Google map location
      • Field to assign rep
    • View comments
    • View internal files
    • View related quotes
  • Quotes Management
    • Full list of web quotes
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Quotes details options:
      • Set up job
      • Create order
      • Regenerate escalation
      • Email quote - display pricing, display payment link, sort items by line or product group
      • Copy quote
      • Generate File - Internal or Customer
      • Attach File - Customer, Internal or Internal Manufacturer Quote
      • Details options:
        • Lead #
        • Tracking - yes/no
        • Type
        • Status
        • Source
        • Bid date
        • Start date
        • End date
        • Source link
        • Expiration date
        • General contractor
        • Genral contractor name
        • General contractor phone
        • Architect
        • Owner
        • Estimator
        • Billing Address
        • Purchase order #
        • Customer tracking #
        • Reference
        • Delivery or pickup
        • Location
        • Requested delivery date
        • Requested delivery time
        • Delivery address
        • Google map location
        • Customer comments
        • Quote summary
        • Taxes & total - integrate with Avalara
      • Items options:
        • Fully searchable catalog
        • Grid with tool bar
        • Configurable filters
        • Adjust price group and price level
        • Add items from a list
        • Add items from a file
        • Toggle coments on and off
        • Adjust quantity
        • Adjust margin, markup, price
        • Adjust unit and price conversion
        • Reorder items
        • Filter on items
      • Escalation options:
        • Grid with tool bar
        • Add and update escalators, pulls global escalators
        • Configurable filters
      • Preview options:
        • List of quoting items and escalation
        • Configurable filters
        • Generate an internal or customer csv file
        • Download a csv file
      • View internal comments
      • View and download customer files
      • View and download internal files
      • View associated orders
      • View record of associated emails by descending order
  • ERP Quotes Management
    • Full list of erp quotes
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
  • Tickets Management
    • Full list of tickets
    • Searchable and filterable
    • Create sticky filters for quick filtering
    • Export a CSV file - customizable by selecting which filters to display, export up to 1k records
    • Create new tickets
    • Delete tickets
    • Tickets details:
      • Title
      • Complete - yes/no
      • Description
      • Due date
      • End date
      • Parent ID
      • Priority
      • Project
      • Reporter
      • Start date
      • Status
      • Ticket type
      • Type
      • ID
      • Created date
      • Last modified date
      • Creator