2018 - December Updates

Inventory

• Inventory – Serial # & On-hand Amounts
• Advanced Search – Standard Products vs Rental Products
• Transfers – Ability to look up product information including product history
• Cycle Count – Added Item #
• Cycle Count – Add committed column

Sales

• Minimum Dollar Amount to Promotions Criteria
• Additional Discounts Ignore Pre-Tax Shipping Items

Customers

• Deleted Additional Coverage Company in customers profile
• Customer Profile – Quick Add button

Payables

• Ability to Adjust Payable Date

Reports

• Customer Statement Report

Work Order

• Work Orders – Copy Duration in System Settings
• When converting a Work Order to an Invoice now the status of the Work Order will automatically change to Invoiced.
• Now have the ability to void Work Orders and sort work orders by voided status
• MSRP, Cost, On-hands now displayed on Work Order screen
• Will now pull the SKU # over the item # when selecting a product. If the product has multiple SKU #’s a pop-up will appear where the user is able to select the correct SKU
• Products added together that have a $0 price will no longer show up with the price total of NaN

Trials

• Added pop-up to warn the user that a customer name must be placed on the trial

Sales Orders

• Alert when a previous Invoice has been created from a Sales Order
• Sales Order – Ship to Date Added to Search Filter

Additional Discounts

• Reward Item – add an additional item at $0 when the customer hits a certain dollar value
• Percentage Off – departments, categories, and products
• Dollar Off – departments, categories, and products

Adjustments

• Tax Report - Net and Gross Taxes Adjusted
• Added ‘next invoice date’ to the recurring receivables report
• Product Cost Changes
• Work Order Menu after sorting no longer shrinks
• Work Orders, Quotes, and Invoices now have the same product names displayed on the screen as in the selected PDF for select users
• Action plans now tether default employee
• Rental Due Date has been adjusted to reflect the 1^st products due date displayed on the rental screen. All rentals dates inside of the rental were correctly displayed. New rentals will be added correctly, old rentals may need to be refreshed to reflect the correct 1^st item due back date.