2018 - September Updates

CRM Update

• Add existing contacts to a customer

Work Orders 

• View contact information from a Work Order Screen
• Work Order List has PO # column with a link to PO
• Ability to edit a Work Order
• Convert a Quote to a Work Order

Touchscreen POS

• Touchscreen POS has Order Tab with New Orders and Order List
• Full modular touchscreen POS

Bin Locations

• Customer Bill To Address pulls in the updated bill to address
• Pick Ticket PDF can now have bin location
• Multiple products can be located in the same bin

Coverage Companies (MEHD Only)

• Ability to select a default coverage company
• Adjusted Coverage Companies Maximum

Additional Updates:

• Ability to make a product complaint in a product profile
• Colour code trials by date
• Changed wording of Specification Templates
• Cashout Report - include voids and Total Sales
• Rental - Ability to bypass unknown serial #'s
• Ability to add taxes on shipping
• Adjusted size of Manufacturing Quantity size