78 results found
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Dynamically adjust column width depending on screen resolution
When entering an order not all columns are shown. (Specifically, you need to scroll to the right to view the delete button.)
6 votes -
Backorders and open orders reporting
Customers want to quickly and easily see open order items, also known as "backorders".
To do this currently, a user must choose the order search and then edit the filter to choose the shipped status of "open" and then change the date going back a couple of years.
After the list is returned, it includes ALL line items and not just the unshipped lines.This is especially frustrating for users of the classic UI where they could set "Open orders" as their favorite/default. For them, it was 2 clicks from the home page to get their list of backordered items.
…
5 votes -
Add configurable bcc address for each kind of emails
Add configurable bcc address as it was done for pdf order confirmation. It should be done if clients want to send some kind of emails (example - invoice question) for specific email address
5 votes -
Break up 'Attachment Enabled' to allow authorization of view or add
Requesting New/Separate Authorization Roles for Attachments in Quotes and Carts. We would like roles created so users can be limited in their attachment abilities.
1) authorization to add attachments in orders
2) authorization to view attachments in orders
3) authorization to add attachments in quotes
4) authorization to view attachments in quotes
4 votes -
Portal Analytics & Reporting- ROI / KPI
Our Executive Sponsors and our Business Process Owners for our Customer Service teams need to be able to measure Portal usage, by user, by Sold To, on their activities in portal; # of visit, length of visits, what they're searching, # orders placed (Cart & Buybot), # quotes, which reports and documents downloaded, and it should exclude admin, Emmerson users which is skewing the results currently in Google Analytics.
We've had a few meetings with Corevist to understand the capabilities of Google Analytics and the reporting options; and it is not user friendly. We would love to see Corevist Reports…4 votes -
Make SAP Reports orientation, width, and field sizes configurable
Make SAP Reports fields size configurable. Client wants to make field smaller, but now that is not possible to do on client size
4 votes -
Shipments module - ability to download output documents
In the new Shipments module, add ability to download output documents, related to order / delivery header and items, such as:
Order Acknowledgement,
Bill of Lading,
Return Car Instructions,
CPU,
COA,
Invoice
etc.4 votes -
SAP Reports - Role Limitation
Is there an option to not just have SAP Reports a “Role” itself but also what custom reports within each “Role” that user has access to see.
For example, a Buyer would gain huge value from an inventory summary however would not be the correct role to see a rebate balance report. That should be assigned to an AP type role and not cross over to others.
The idea would be to limit and control what customers can see based on what sort of business model the customer and us have and/or what sort of business role the user holds…
4 votes -
Add ability to perform searches with multiple search criteria.
On the search for order and the search for quote page please add the ability to perform searches with multiple search criteria. For example, it would be beneficial if we can perform a search on customer account 123456 and material number 1100-ABCD. Furthermore, once we have the option to select "My Orders/Quotes" I think it would be even more valuable to have this feature.
Attached is a picture to better explain my suggestion.
4 votes -
SSO (Single Sign-on) Support
Prospect has all customers log in to Sharepoint and just have the customer click a link to Corevist where they will not be asked for a password again.
4 votes -
Enhance password reset functionality
We are noting Distributors / Customers are struggling with your process to recover / replace their lost/forgotten passwords.
Whilst the current system on Corevist has been in place for a number of years, we wish to understand your plans for updating the process, especially given the increased focus on security with passwords and avoidance of replicated passwords across different business/personal sites.
Looking forward to learning your future plans in this matter.
3 votes -
Request For Approval to order from a QUOTE
Looking for the existing order approval workflow to be applied to quote approval. So the user creates a quote, submits it to the approver to approve and once the Approver approves it or the quote is in the approved state for a different user to place the order.
Ask here is for a new permission "need quote approval" to get applied to a different role that will allow users to enter the shopping cart (for purpose of building Qarts) but with the “proceed to payment” button disabled (so that they cannot actually create an executable order), unless they have "place…
3 votes -
select all button on open items
Seems like select all / deselect all would be a good feature here...
https://app.screencast.com/pPLwQFFZRbeSJ3 votes -
Sales Team - Business Analytics Reporting
SAP’s Analytics Integration or Corevist Analytics Dashboard:
Standard reporting
o Sales by Product Category
o Sales by Geographical location
o Sales by ordering customer or payer
o Commissions by customer
•
Customizable Goals Reporting
o Sales for a certain customer group code
o Sales for a pluggable product line3 votes -
Require users to choose an order type without defaulting
When multiple order types are permitted within the cart, users should intentionally be required to choose rather than have a doc type defaulted.
Users will not normally think to change the order type as necessary and this can result in very costly problems for all parties involved when an order is created using the wrong order type.
3 votes -
order approval flow should have the originator checkout with payment
then go to approver so once the order is approved by the approver, the order is placed. Currently, customers think they are done w/ the order, but once the order gets approved, they have to complete their checkout.
3 votes -
Enter button on order submit
Some people have the habit of hitting the enter button after typing and as a user in the cart on the checkout screen, I will create the order before I am ready if I hit the enter button after typing in a PO number.
The suggestion is to disable the automatic submit of the Place Order button using the enter key.
If a user means to enter text in the notes, he is unable because the order has been submitted before he is ready because he did not actually click the "Place Order" button.
3 votes -
Show total of net value of process PO from the SAP order
Pull net value from SAP order instead of from the PO
3 votes -
Enhance batch order import process to handle CSV files with no header row
We’d like to enhance the NCC batch order import process to be able to successfully handle files consistent with the format used in the older CCC Corevist platform, basically a similar file format but with no header row.
Added context:
• We don’t want to change existing functionality. So, the current NCC CSV file template, including headers, should continue to work as expected.
• Attached is an example of the CSV file format used within the older CCC system.
• At a minimum, enabling both file formats to work (current NCC format and older CCC format) will help to ensure…3 votes -
Performance on "review order/quote" pages are significantly poorer than expected
During the creation of a cart or quote, after the order or quote is built and the user moves to a "review" page, the delay in that page to be loaded is quite a large one. Upwards of nearly a minute+ depending on the size of the order.
We have very large orders that result in extensive delays in the "review" page loading which subsequently delays the user from being able to add a PO# and submit. Can this be improved? Especially given that with the review page a user does not have the option to change anything but notes…
3 votes
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