Recent Topics
Dispatch Tab
It would be great to be able to filter in the Dispatch screens so you can see all and only a certain person's dispatches. This way if I wanted to see all things dispatched to me from all branches and departments I could see them in one place. We could
Tracking
We have a parts email, that multiple people work quotes and parts out of. When using softbase, these same folks use the notes section to track who touched the PO or order last. Is there a built in tracking or a field we can add for those who have multiple
printing inventory counts by Part No
Hi! When working from the Inventory Counts window in Parts, I can sort the list by Bin or by PartNo. But when I select Print the program prints a list that is sorted by Bin. I don't see any option to change the print version. ? Am I missing some print
AR inquiry inclusion of the salesperson name
Would you able to add salesman information when you hover on a invoice on the AR inquiry?
Searching customer
Please bring back the search by phone number in SB3. The old version 2.0 has that function.
Field size
I am asking that if a field will cause an error if there are too many characters in it that the field only allow as many characters as the system will handle. We have a lot of customers with really long names that Softbase will allow the person to add
Softbase Mobile Error Message
In Softbase Mobile, we have dispatched a number of work orders to our lead tech/mechanic. When he logs into Mobile the Service screen will not load and instead we get an error message after about 10 seconds. We are running Mobile version 68 - we were
Replicate Customer Setup does NOT replicate parts pricing
Hello! We have discovered that when using the REPLICATE button on Customer Setup, the parts pricing is an element that does not get replicated. We generally only use the REPLICATE button to add additional ship-to locations or similar national account
Searching Parts and Alias
Would like to see the process of having to search by part #, alias and description made easier. Instead of having to search the 3 ways separately would like to be able to enter a part # and have the system automatically show all part #'s that have that
AR Deposit - invoice # search
It would help expedite deposit posting if on the AR Deposits window the system would highlight the invoice in the data screen that the user inputs in the Invoice # Search box. The AR Inquiry screen does this already & it would be great if the AR Deposits
SOFTBASE MOBILE
Buen Día. Revisando la aplicación softbase mobile con mi equipo de técnicos les pareció genial tener ya un buscador que nos indique los servicios realizados a cada montacargas pero para ellos les resulta mas funcional que en vez de ser por numero de serie
Time Cards/Document Center: Release 3.4.0.24 - Windows 64 bit
This has become more complicated and not as easy to pull up the previous day's time cards. I would like to see it revert back were you can see all the time cards in the Mechanic's tab as previously shown. It was easier to see each mechanic's time card.
Void Checks
We would like to see the GL updated for voided checks on the date the check was voided and not the original check date. We are losing the visibility of voided checks and making the bank recons more difficult.
Signable Packing Slips
I would like for when my drivers go to the customer, they can bring up the packing slip and get a signature on it.
Inactive Customers Automatic Status Feature
Adding an automatic feature within Softbase to change customer status to inactive after a period of no use would be very beneficial to users of the program.
Equipment enhancment within softbase
The equipment coordinator had asked if the development team would consider add 2 more check boxes within the equipment search module much like "customer inventory". The 2 additonal are "in order" and "in stock".
GM Report
Can we get the Guaranteed Maintenance End Date added to the Guaranteed Maintenance Report by Date Range? I see where it includes the start date, but end date would be very helpful.
Account / Bank - Reconciliation Process
I was today years old when I saw the reconciliation part of Softbase. What table(s) are affected by clearing a transaction? Since 2004 the person in the controller role has managed this process and this has not been used. We need to clear previous years'
Entering PO's in Foreign Currency
It would be nice if a vendor is marked as USD that SB would not auto-convert the price per unit that we've entered to a PO and trust that we've entered the cost correctly. When we enter a PO to a US vendor, we enter a line item in USD since that's what
Credit Approvals
It would be helpful if we could select multiple entries on the credit approval screen. This is especially annoying when service opens multiple PM tickets. I may have 15+ approvals for just one customer and being able to select multiple WO's would be a
Sales & Gross Profit Report
There is a report in Access that needs to be added to Softbase reports tab. Sales and Gross Profit. This report is necessary for us to run our dealership effectively.
Annoying "Only Show Received Between Dates" prompt
Does anyone agree with me that this is an annoying prompt that comes up when printing purchase orders ? Per Robert H, if I can get people to agree to have it removed, they will get rid of it. Thank you
Email Exceptions - Customer Master
How do the exceptions work for email - I want to send customer emails for part, service and equipment, but not rentals. Does the exceptions on the right address that?
Crashing when Printing 3.0
when we click print to print the POs, a few times a day the whole system crashes.
Change how the system handles American Express (or any credit card used for A/P purchases) activity, etc.
Credit card accounts (in our case American Express, vendor #10043)(G/L liability a/c 202000) needs to be removed from the regular Accounts Payable (G/L liability a/c 201000) Aging report. The 201000 Aging report needs to tie to account 201000 on the G/L.
Add Control# to 'Depreciation Setup' screen from JE screen
Please consider adding a column for 'Control No.' on the Depreciation Setup screen that pops up when going to do depreciation maintenance/adjustments, from the Journal Entry screen. Everything in the system related to Equipment is based largely on Control
Physical Inventory Valuation
I would like you to add the dollar value of the counted parts physical inventory. The variance report created by the process includes the dollar variance of the variance, but that really doesn't mean much unless I know the value of the parts that the
blue arrow to add flat rate
please add a blue arrow to add flat rate description, just like in misc
Parts Journal Entry Effecting Quantity
Hello, it would be nice to have a journal entry like Sage and Quickbooks has that effects parts quantity and dollar amount
Avg Days to Pay
Does anyone have the Average Days to Pay SQL calculation? Trying to replicate this number for a report. I can get close but not exact. Currently using MIN(EffectiveDate) for invoicedate and MAX(EffectiveDate) for PaymentDate.
Credit Limit Check on Order Open
We would like to see a way for users to be able to have a credit check performed at the time an order is opened. Under the current Softbase methodology, when the user attempts to close an order to invoice a credit check is performed. This method is fine
Softbase users/Payroll processing
I'm reaching out to the community here, based on those that use Softbase and wanting some ideas on how you do payroll processing. We are looking to outsource and I need any help, all the details, etc that I can get from anyone that is willing to share.
VENDOR INFORMATION
IT SURE WOULD BE NICE IF WE COULD ADD VENDOR DOCUMENTATION TO THE VENDOR SET UP LIKE WE ADD TO THE CUSTOMER SET UP.
Automation of invoice closing
Has anyone found a solution to batch-close orders to invoices? We are currently manually closing individual orders, and the time sink is becoming too great.
print combined tax rate for specific customer
Hello! Typically we do NOT print tax % on our invoices, and don't really want to. But we have encountered a few customers who require that we give them the tax rate % that is being charged. I know of the Invoice Design option to print the Standard Tax
Include With Customer Invoice - checkbox for backup paperwork
Hello! Our AR Specialist needs to primarily work from the AR Inquiry screen. On that screen when she selects an invoice she can see the attached documents in the lower left box, Invoice Images 1. However, that box does not indicate if the document is
Report
I need a report that shows the sales person for allied products account codes. They are not set up as commission accounts.
Online Parts Sales
We would like Softbase to integrate with our online parts sales. Some way to get all the sales into SB and adjusted the inventory for qty on hand. Our locations spend a lot of time re-entering customer info and sales invoices and we're finding a lot of
Add PM status to Equipment tab in Customer Profile
Add PM status to Equipment tab in Customer Profile that was available in 2.0
2023 Softbase Users Conference!
We are excited to announce that registration is now open for our 2023 Softbase Users Conference! The event will take place in Houston on Wednesday and Thursday, March 15th and 16th of 2023. You can find more information, including a schedule of events