Feature Suggestions

I'd LOVE the ability to opt out of discounts and promo codes affecting the amount of artist payout. Our model is that discounts and promo codes come out of the gallery's 40%, not the artist's portion. This would expedite our payouts and cause fewer errors.

The "New" could expire/disappear after a set number of days (say 60)

I would love the option to add our own status to invoices similar to how it is in PO. For most of our sales, there are many steps after PIF before an invoice is truly closed. It would simplify the process of making sure all invoices are fully processed.

I am working with an estate and we need fields for Fair Market Value and Insurance Value, in addition to the retail pricing field, which is not actually designated as such. Would love to have a pull down menu for the different types of value that would be customizable.

We need to be able to sort by location in the app, it is unusable as is. If we are looking for a price of an item in the gallery, I cannot find it. There are about 10,000 artwork entries in our system and probably 1/10 of that in the gallery. We cannot sort through every piece to get a price. The app used to do this, but all the recent changes have made it unusable.

It would be great to be able to have the option to hide the Framed and Unframed token after a sale, just like the Price token has

It's fairly regular for us to have sales where some pieces on an invoice are being shipped, and some are being taken out the door, which are different tax/shipping situations per piece and the one option of tax for the whole sale, or shipping for the whole sale isn't cutting it to make this an accurate invoice for our clients, as well as our accounting on the back end. I see the current suggestion for this when it comes to shipping, but tax is the same way for us as well.

Would be very helpful to gallery and clients if there were an option to include in an offer the totals for each column - price pre-discount, discount, and pre-tax total. Seems lacking to just show a client numbers that don't actually compare pre and post-discount totals. In our experience they like to know just how much they're savings.

Currently, our invoice page lacks clear visual indicators for tracking the shipping status of artwork and the completion of Certificates of Authenticity (COAs). This leads to inefficiencies in communication between sales, shipping, and administration, and increases the risk of errors. The current process for Purchase Orders (POs) is manual and paper-based, creating extra work for shipping personnel. Proposed Solution: Enhance the invoice page with the following features: Visual Shipping Indicators (see images attached): Implement a system of visual indicators (e.g., color-coded icons, labels) on the invoice page to represent the shipping status of each item. Provide pre-defined shipping status options: -Ship (ASAP): Requires immediate shipping. -Took (Client Took Same Day): Client took possession of the artwork at the time of purchase. -Hold/Pickup (Hold in Gallery for Pickup): Artwork is being held at the gallery for client pickup. -Hold/Ship (Ship at a Later Date): Artwork will be shipped to the client at a later, specified date. -Install (To Be Installed by Gallery): Artwork requires professional installation by gallery staff. Ideally, allow administrators to customize these indicators or create new ones, similar to the "stages" feature in Opportunities under Sales and Marketing. Shipping Portal for Shipping Personnel: Create a dedicated shipping portal accessible to shipping personnel. This portal should display all relevant PO information in a digital format, eliminating the need for printed POs. Within the portal, shipping personnel should be able to: Mark individual items as "Boxed and Shipping" or "Soft Wrapped and Ready for Pickup." Mark items as "Shipped," automatically updating the shipping status on the corresponding invoice. Certificate of Authenticity (COA) Checkboxes: Add checkboxes to the invoice page to track COA completion: * Made: Indicated the COA is created but not printed. * Printed: Indicates the COA has been printed. * Mailed: Indicates the COA has been mailed to the client. Benefits: -Improved Communication: Clear visual indicators will streamline communication between sales, shipping, and administration. -Reduced Errors: Real-time tracking of shipping and COA status will minimize the risk of errors and omissions. -Increased Efficiency: A digital shipping portal will eliminate the need for manual PO processing, saving time and resources. -Enhanced Customer Service: Accurate and readily available information will enable us to provide better service to our clients.

Can we add the option to tax shipping charges? I need to be able to calculate and add tax to the shipping on some invoices. When items are shipped to in state clients tax is added to shipping as well. can we get an additional tax line connected to the shipping? Tax line after subtotal, then shipping costs, taxable option for shipping line then grand total.