AdminSupport Team (Product Owner, Transactor Systems Ltd)

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  1. 3 votes
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    planned  ·  5 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    Thanks for this. I have pushed this forward to receive further review asap

  2. 2 votes
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    4 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    On your version you should be able to right-click a note in the notes area and choose "Delete" from the menu that appears.

    The 8.2 update is still in development.

  3. 1 vote
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    2 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    sounds good but please define exactly which report you say is similar. eg 'Active jobs - booked in - by Due date'. Also which search criteria would be ideal. eg. (due date, booked in date, start date, practice)

  4. 4 votes
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    4 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    Click on the Tools menu
    Choose "Ad-hoc listings..."
    Click on the Search - drop down list and choose "Voided Invoices & Credit Notes..."
    If you don't have this, contact us and we can add it.

  5. 1 vote
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    1 comment  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    As a work-a-round you can use the standard sales by product report. selecting all the surgeons in a practice by Customer Tag. as follows.
    1. tag all the customers in a practice with an appropriate tag eg. STA1
    2. run Reports\sales\by product
    3. in the Customer box, Enter Customer Tag eg. STA1
    choose the other criteria eg date range and sort and click OK

    note:
    1. refers to the Customer TAG which you can assign to each Surgeon/customer that works in a given practice. Onto a blank Main Form, select a Surgeon/Customer. choose Customer/Edit. Add a Customer Tag bottom right of the Customer Record window. You can add new customer tags in Control Centre/advanced/tags

  6. 1 vote
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    0 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    AdminSupport Team (Product Owner, Transactor Systems Ltd) shared this idea  · 
  7. 1 vote
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    3 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    an existing similar report 'Booked in Jobs by Start Date' offers criteria of 'Last Booked In Date' and 'Original Booked In Date'. We are assuming the new report would need to offer these options as well.

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    From Transactor v7.083
    Reports/Jobs/Booked in jobs detailed + net
    Example screen shot attached.

    If your version does not have this report, visit www.transactorsystems/get-upgraded

    http://transactorsystems.com/wp-content/uploads/2015/01/Booked-In-Jobs-detailed-with-net-values.gif

  8. 1 vote
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    1 comment  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    some questions arise. For example it there is a new tick box in the User Preferences. 'assign all line-items on new jobs to this technician/user if this person is the Logged In user.
    1. What should transactor do, if that User edits an Existing Job which was created by another user?
    2. If that User/Technician is logged in, should all lineitems default (be forced) to that Technician, or should there lineitems default to the Technician Default if it is set in the product properties setup.
    3. If the Product lineitem's default Technician is blank (not set), then should Transactor automatically assign the current logged in Technician to each new Lineitem. Or.. Make that technican's name the only one available in the drop down combo list?
    4. What should happen if the Technican is particpating in a job that requires several technicians. eg. Lineitem no 3 is for Gold Work, or Metal Work done by another technician.?

  9. 7 votes
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    2 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    When adding items to a job, if you know the Product Codes... then you can type the code followed by a comma and the desired quantity and press the enter key. The product item row will be added to the job without going thru the search dialogs.
    eg. 2001,1
    furthermore, if the you just type the product code followed by comma and press enter, this will assume a quantity of 1.

  10. 1 vote
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    1 comment  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    We are inviting more feedback on this issue.
    Current design is based around the following assumption, we'd like to know if this is wrong:
    When an operator specifies a custom price for a particular lineitem, Transactor assumes that the sales person has decided to set a special one-off price for that item. As such the price is not to be further discounted or else this could lead to confusion. An analogy is a guy (bob) behind the desk at a Paint Store. His customer is a know Trade customer who gets 40% off RRP. Bob picks up a Can of Exterior Sky Blue and says 'this is our last one' but you can have it for £10. The customer nods and the item is entered onto the order as 'Blue Paint Special Price .. £10'. If when he finalises the order the 40% discount was applied, the shop would be selling this 'special' item at £6.

    If on the other hand, the item is not intended as a One-Off special price, and is regularly sold at that new price say £10. Then the shop should set up code for the item giving it a Price under the 'Reduced - End of Line' price band such that the correct price will be brought onto the order, then the Trade discount will correctly apply on top of that.

  11. 2 votes
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    Gathering more Feedback  ·  1 comment  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    This could be achieved in a couple of ways:

    If you're happy for the technicians to have Transactor Lab Manager installed on their computers, you can set up login names for each technician which they can use for modifying jobs (such as editing/adding job notes), although every technician computer that needs Transactor access would also need a licence... so you may need to purchase extra Transactor licences.

    If it's preferable to 'lock-down' Transactor so the technicians have very limited access and can only edit job notes, this is possible with some programming work at our end. However, bear in mind you will still need a Transactor licence for every technician PC.

    The final option is we can develop an add-on application which runs on each of the Technician PCs, which allows the technician to edit a notepad but gives no access to Transactor itself. This notepad can then be viewed on the Transactor computers and the operators can act on it accordingly. Creation of this add-on would be chargeable.

    Kind regards
    Transactor support team

  12. 1 vote
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    under review  ·  0 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    3 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    We are currently working on improving the flexibilty of sending emails. This will include more control over the email subject and body text, ability to more easily view and re-send emails and more control over additional attachments.

  14. 1 vote
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    under review  ·  3 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    If you discount by Practice and there are, say, 5 surgeon accounts in the Practice... which account gets the discount credit ? Do they all get a proportion or does it go to a Principle account ?

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    Interesting idea... If this is intended as a 'monthly' discount, then one possible way we could consider doing this is... to set up a TASK (similar to a report) that can be run before running the end of month statements. The TASK would scan all customer accounts, if any account balances exceed the 'set level' then a 'Credit' transaction is added to the account. How does this sound?

  15. 1 vote
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    planned  ·  2 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    An alternative option, Aged Deptors - aged by days, report. eg. 30,60,90+ days should do the trick. We will add this to the wish list.

  16. 1 vote
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    under review  ·  2 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    The latest 'private note' entry dialog is a multi-line edit window, it uses the 'enter' key as a 'start new line' command. So, it's a catch 22 situation, either we change the note entry window to be continuous text with no 'new line' ability and then the enter key would close the dialog, or it acts the way it does currently. We will think about this ?, maybe a setup option for the user to choose?

  17. 1 vote
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    under review  ·  2 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    When Booking out completed and producing a invoice, this message is intended as a reminder that there are 1 or more job items with no value. These are most likely intended, but, just in case an item was mistakenly not priced, then this message prompts the operator to do a final visual check before commiting to the Book Out.

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    yes perhaps something clearer would be better.. eg. "This order has no value, do you want to continue to book it out?"

  18. 1 vote
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    Gathering more Feedback  ·  1 comment  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    Would going into the Control Center - Surgeons be easier for you?

    We are considering providing facility to multiple select surgeons, and add or remove a Tag. Much like GMail does with it's Labels. Would this be useful?

  19. 1 vote
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    1 comment  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
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    the former is a practical idea since all the allocations for a given credit could be printed if required. (Enable Right click menu in the current payment allocations window).

  20. 1 vote
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    planned  ·  0 comments  ·  Feedback and suggestions  ·  Flag idea as inappropriate…  ·  Admin →
    AdminSupport Team (Product Owner, Transactor Systems Ltd) shared this idea  · 
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