53 results found
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Improvements on Custom Attributes in Bulk Add and CSV Upload
On Jul. 15, Corevist rolled out Custom Attributes and UOM with CSV Upload and Bulk Add in Cart/Quote. At this point, the feature is not very user friendly. Especially the need to enter attribute labels for every line.
We suggest the following ways to make it more user friendly and generic to other customers:
Add a “Add column” next to “Add row” button.
A dropdown list for all available attributes for the added columns
Users are able to enter just values in those columns
CSV template download contains all possible attributes.
User friendly display names and an extra level of…
1 vote -
Mass order upload
Some customers wish to place multiple orders at once based on data in a spreadsheet.
It would be great if Corevist could provide a file template to allow customers to fill out a spreadsheet and upload the order in a single transaction.3 votes -
Prove the ability to compare products in the catalog and print/pdf the results.
Prove the ability to compare products in the catalog. Shoppers/Buyers need to review product details to make buying decisions. Can you add the ability to select products for comparison, show the comparison, and print the comparison? The Printed / PDF version of the comparison list can be sent to the final customer.
This adds value to the portal as the sales rep or dealer can get this information in one place and quickly share it.
1 voteConsidering for Q4 2024 Roadmap
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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 -
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 -
select all button on open items
Seems like select all / deselect all would be a good feature here...
https://app.screencast.com/pPLwQFFZRbeSJ3 votes -
Corevist integration with Hubspot CRM (Forms, Chatbot)
We are using Hubspot as our CRM; and it is used in Sales, Marketing, Customer Service; we have a ticketing system to respond to customer requests to ensure our SLA's and response levels are maintained at a high level; we've asked Corevist for options to integrate Hubspot plug ins (chatbot) as well as Hubspot forms which can be embedded to an external site (Corevist Portal) - which would allow our customers to request info, order changes, enter quality notifications in a seamless way and enter the ticket directly into Hubspot to be actioned by customer service, all without email; and…
2 votes -
Recently ordered items and proposed products
In classic, we have implemented functionality to return a set of products to a user without him having to do any searching. In classic, this is shown when the user clicks on the material search button. SAP returns a set of products so that the user can quickly see the top 10-50 products they care most about.
With the brilliant creation of the inclusion/exclusion integration of the product catalog, we have an opportunity to present similar information as a real-time, customer-specific set of products.
User stories:
As a user, I click on the product catalog and am presented with a…2 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 -
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 -
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 -
Integration of SAP with Salesforce
We have heard from some clients and prospects that they want to maintain some customer data in SAP as the database of record for certain types of data and other data in Salesforce as the database of record for other types of data. Can Corevist serve as the integration channel that maintains the synch between those databases?
2 votes -
Select partners by Payer
Based on feedback from our customers using new Corevist application, suggest to implement on the main dashboard: 1 - Default customer selection by Payer (not Sold-To); 2 - Allow selection by Payer (next to Sold-To). Currently customers having difficulties navigating through multiple sold-to.
2 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 -
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 -
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 -
Add additional or configurable fields on catalog search results page
Can a field be added to the search results in the catalog or something be reused to pull in additional fields. For this example it is alternative part/material numbers. This could be previous SKU numbers for the part or customer specific part numbers.
1 vote -
Search for saved carts
Enhancements to the cart access (search/filter) - currently, user can do a "Find" to search for header data (date, sold to name, ship to name). Requesting to have search feature to see results of the search. Search to look for sold to name, ship to name, date, product models, and cart value.
Also requesting for a feature to "delete all empty item carts" (where cart only has a header and no items in it).
2 votes -
Simple search
As a user, I want to have a single search input and filters where I can type in anything and have the back end intelligently return me meaningful information.
I search for orders and type into the search bar a PO number, an order number, a delivery number, a material number, a customer material number, a material description, a customer name.
SAP can intelligently perform this type of search and return the list, from which the user could filter based on the set of returned values.
Let's take the UX to the next level!!!
3 votes -
Idea for integraiton with Business credit partners(DNB)
Do you trust the timeliness of your current credit checking process? What is your credit exposure? Would you be interested in a feature that integrates with key business credit partners such as Dun and Bradsteet, creditsafe and have the ability to actively run a credit check on a scheduled basis and update your customer/vendor master data records with the credit scores?
1 vote
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