Protractor

I would like the program to notify us if we are creating a duplicate supplier invoice with the same supplier and invoice number

IT WOULD BE NICE TO COPY THE VIN WITHOUT OPENING THE WORK ORDER, RIGHT MOUSE CLICK, COPY VIN.

Would be nice to see the amount of the invoices when looking up supplier invoices.

A lot of the functions of Excel or SQL are available in Protractor's reporting, but there are some significant ones missing. Specifically, we need the ability to COUNTUNIQUE() or DISTINCT() or DISTINCTCOUNT() when writing formulas for ⨊ Summary. I run into this allll the time. I filter a report to only show me Service Packages in the Transmission & Clutch Category. One work order may have several service packages on it that relate (Remove Disassemble & Inspect Transmission, Rebuild Automatic Transmission Assembly, etc). Many lines on that one Service Package report pertain to the same vehicle. If I try to use the ⨊ Summary for a column total, it counts EVERY entry, not every unique Work Order # or File As name. If I want to know my car count on transmission-department vehicles, or state-inspection vehicles, I can't get that from Protractor. I have to count it manually. But one little function could change that... Thinking that I needed a bigger brain to try, I checked w my ChatGPT avatar "Sparky," lol. Sparky talked a little smack on Protractor... but in a nice way. He recommended those functions I listed above as what was needed to solve my issue. Here's what Sparky had to say when I asked him to Define a formula for me: https://chatgpt.com/share/684b2d0d-9000-8013-962e-a5d7443fe439

When a service advisor makes a mistake and applies a customer's payment incorrectly, especially from a check that's supposed to cover multiple invoices, I'm stuck. There's no built-in way for me to fix it. This leads to a lot of problems. Businesses expect their statements to be spot-on. When my records don't match theirs because of a payment that was put in the wrong place, it causes huge confusion and makes them unhappy. It's awkward when I have to tell a customer "your balance is your balance" without a clear explanation – it just makes things worse. I'm forced to create these incredibly time-consuming Excel spreadsheets. I have to meticulously list out all the invoices and payments just to pinpoint where the error happened. It's so inefficient and pulls me away from other important tasks. Even though I constantly ask my service advisors that payments are applied correctly, it doesn't always happen. It shows me I need a much stronger solution than just reminding people about the process. When a credit isn't applied correctly, it piles on the same kind of problems – inaccurate balances and even more customer frustration. It feels like the system is missing the crucial tools for flexible payment adjustments and clear audit trails for customer accounts. We need a way to easily go in and fix these errors when they happen! Thank you! PS - I do see that this was requested prior and did not get a lot of traction. This issue affects accounting and the customer.

If a mistake has been noticed after work order has been invoiced. Can it be unposted and corrected before paid??

In the Enterprise I have a report to show me the daily Unit Sales of tires across my locations. What would be very helpful is if you could find a way to pull the current locations inventory of that item. This would help either the re-ordering process or I could perform Store Transfers to balance stock items.

IT WOULD BE NICE TO COPY THE VIN WITHOUT OPENING THE WORK ORDER, RIGHT MOUSE CLICK, COPY VIN.

It would be helpful that when an employee is logging into a Time Clock Event, (We call it E-time), that you could force and explanation and in the case of when they are assisting another employee that they have to enter the work order number. This would allow for better auditing of the legitimacy of some employee punches on their shop or productive time. Especially when calculating shop bonuses.

The ability to refresh the SMS messaging with clients or auto refresh every few second