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Enforce Rules Based on Lead Status
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Auto-populate Bill to Address Field
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Validate payment date and Credit Card Number
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Labor Cost based on hourly rate, time and quantity
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Calculate price for Labor on transaction line
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Total Profit on Estimate
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Calculate QTY Sum
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Add Markup Price ($) to Item Line Amount
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Add Markup Percent (%) to Line Item Amount
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Gross Profit Percent (%) at Line Level
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All Solutions
Construction
Enforce Rules Based on Lead Status
User needs to capture data based on lead status.
Auto-populate Bill to Address Field
Needs to populate the partner's bill to address in the Bill to address field on the transaction.
Validate payment date and Credit Card Number
Needs to validate that the payment date entered on an external form is on or after the current date and the credit card number is valid.
Labor Cost based on hourly rate, time and quantity
Needs to Calculate the value of “Retainage” on an invoice.
Calculate price for Labor on transaction line
Need to Calculate Retainage Fee based on Retainage % and Sales Order subTotal
Total Profit on Estimate
To view the total profit at body level from the estimate, when each line item is added
Calculate QTY Sum
Need to display the total quantity of all the items ordered in the sales order.
Add Markup Price ($) to Item Line Amount
Sales often enters a markup on items during the order process but did not have a way to enter this as a currency amount and have that reflected in the total line item amount
Add Markup Percent (%) to Line Item Amount
Sales often enters a markup on items during the order process but did not have a way to enter this as a % of the item price and have that reflected in the total line item amount.
Gross Profit Percent at Line Level
User would like to see profit contribution by each line item in the total profit from a sales order.
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