Reordering System Updates:
- Data pulled for only select locations instead of the whole company
- Set larger results to search by (300, 400, 500) results
- Updated the left side menu when reordering to include a scroll section
- On Order data can now be populated from the customize checklist
- Reorder Point Calculation Updated - (On-Order + Minimum On Hand) - On Hands = Reorder Point
Specification Template
Ability to reorder the list of custom fields and quality analysis fields on a specification template by dragging and dropping
PDF Naming Sequence
When saving and sending a PDF of a Quote, Work Order, Sales Order, Purchase Order or Invoice they now come with a new naming sequence.
NAME: First Letter of the + The Quote number
Example: Quote 1241 = Q1241
Quotes - Q(1001), Q(1002), Q(1003)....
Sales Orders - SO(41), SO(42),...
Work Orders - WO(11), WO(12),...
Purchase Orders - PO(441), PO(442),...
Invoices - INV(51), INV(52),...
Added Setting to Turn on Taxes on a Purchase Order
Users can now turn on taxes on purchase orders, and auto applies the taxes coming from a vendor on their original purchase order or when creating the payable.
Split Invoicing
Lead Closure Codes
Additional Updates:
- Minimum Dollar Amount added to Promotions Criteria
- Payables now have the ability to adjust the payables date
- Additional discounts ignore pre-tax shipping
- Advanced search by Standard or Rental Products
- New (+ Add) button from a customers profile allows you to create Quotes, Work Orders, etc and auto fills the customer's information.
- Updated the taxes on a Sales Order Calculation
- Added Ship Dates to Sales Order Search Filter
- Added Committed column to Cycle Count
- Split Invoicing (Phase 1, 2, 3)
- Customer Statements now Include Credit Memos
- Balance As Of - calculation now in Customer Statements
- Complaint button added to Invoicing Screen
- Currency added to Payment Gateway under Stripe
- Updates on Work Order conversion to invoice with taxes applicable
- Ability to delete product classes
- Update to the page changing button on Customers, Contacts, and Products
- Updated pricing on Quotes to Work Orders where the adjusted price in a Quote will pull to a Work Order
- Updates to Group Discounted pricing on Work Order and Trials
- Ability to edit the received quantity on a transfer
- Update to select the base SKU of a multi-sku product in Work Orders
- Added a complaint report
- Givex integration to Paymentree system
- Transaction import was developed
- Report - Adjusted the Average Sales Report columns
- Updated loyalty points to deduct when a return is issued
- Ability to add a new customer or see the customers profile from a new trial
- Updated Rentals so that editable rentals with sellable products stay in the correct areas when coming back to edit
- Editing a Sales Order with all menu items will not cut off the last word
- Updated customer discounts inside of a customers profile
- When saving a rental item it now hooks back to the list of rental items
- You can now email a Work Order from the menu beside the selected Work Order
- New Purchase Orders can now be emailed
- Drop-down answers on and Custom Question in system settings can now be deleted
- Lead Closure codes now apply to Lead closures
Comments
0 comments
Please sign in to leave a comment.