November 2022 Release
Last updated
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Two new columns, “Sales Rep” and “Sales Rep Group” have been added in the Detail level of Wave Centre.
These columns display the Sales Rep and the corresponding Sales Rep User Group for the Sales Order for which the Wave has been created.
When creating an Estimate, by default, the Follow Up Date is 7 days from the date of Estimate, and the Valid Until Date is 60 days from the date of the Estimate.
We have added an App Config, Date offsets for Sales Order, Estimate and Invoice Date that allows you to set the Estimate dates as required.
If this setting is enabled, you can set an offset specified in days for different date types, based on which Estimate dates will be automatically calculated.
Let’s understand this will an example: Let’s assume that offset for Follow up Date is set to ’10’ and Estimate vaild Date is set to ’30’.
When you create an Estimate, the Follow Up Date will be set to 10 days from the date of the Estimate, and the Valid Until Date will be set to 30 days from the date of the Estimate.
Additionally, with the help of this Config, you can also set the offset for ‘Date to be Shipped’, ‘Promise Date’, and ‘Date to be Cancelled’ for the Sales Order and Invoices.
Two new columns, “Ref#” and “Third Party Ref#” have been added in the Item Inventory Snapshot module.
These columns are populated in the ‘On SO Details’ when you click on the quantity under “On SO”.
How does it work?
Navigate to the Item Inventory Snapshot module.
Click on the quantity under “On SO”.
It will open the On SO Details page.
“Ref#” and “Third Ref#” columns have been added here.
A new column “Invoice Date” has been added in the Upload SO Shipment template.
How does it work?
If the column is left blank:
If the Invoice Date column is empty, then the current date (i.e. the day of the upload) is picked up as the Date of the Invoice.
If a Date is added to the column:
If a date is added to the Invoice Date column, then uploaded date is picked up as the Date of the Invoice.
If multiple Invoice Dates are added
In case, multiple dates are added, the first date added will be picked as the Date of the Invoice.
A new Search Field, “All Ref#” has been added in Item Inventory Snapshot and Short Inventory Planner modules.
The functionality of this field is slightly different in both modules.
How does it work?
Item Inventory Snapshot
In the Item Inventory Snapshot module, you can use Item#, Alt Item#1, Alt Item#2, Alt item#, UPC, and Item Barcode to perform a search using this field.
Short Inventory Planner
In the Item Inventory Snapshot module, you can use Item# and Item Barcode to perform a search using this field.
Please Note: The OR operator can be used with the mixed parameter to search in this field. This means that you can search for Item# or Item UPC and it will display the results matching both criteria.
We have added the ability to move Net Available Inventory from Available to Not Available in ‘Inventory by Location’ and ‘Batch Inventory Movement’ modules. A toggle has been added for this in both the modules.
If you turn this toggle On, then the Net Available quantity will be set as Not Available for the selected rows.
How does it work?
Navigate to the ‘Inventory by Location’ or ‘Batch Inventory Movement’ module.
Select the Items whose inventory you want to move.
Now, go to the ‘Options’ tab and click on ‘Batch Change Not Available Qty’.
A ‘Change Not Available Qty’ window will populate.
Turn on the toggle, ‘Mark Net Available Qty as Not Available.
The inventory will move from Net Available to Not Available, the ‘New Not Available Qty’ field will be disabled and the Net Available quantity will be set to 0.
Inventory Changed Successfully message will be shown at the bottom of the page.
We have added a new field, ‘Brand Name’ in the Invoice Detail export report. This field will display the Item Brand.
How does it work?
Navigate to the Data Export Centre and Search by ‘Invoice Detail’.
Choose the desired Export Option.
The field ‘Brand Name’ has been added in the Invoice Detail Export.
We have added the Expiry Date in the Credit Card information of the customers.
With this, when adding a new card, you can see the Expiry Date.
If you have a saved card, then the Expiry Date will be displayed in the Credit Card information.
In the Sales Receipt module, we have replaced the Drop-down option with a Textbox for the Item Search.
A new App Config, “Use Textbox for Item Search in Sales Receipt” has been added for this under the General tab.
How does it work?
If this App Config is disabled, you can search for the Item using the Item drop-down as usual.
If this setting is turned on, then the system will use the plain textbox to search for items instead of dropdown using the “Add Item” popup. You have to type the search keyword (Item#) and press Enter. Once the Item details are fetched, click on Add Item.
Please Note: If the Item Number is incorrect or no Item is added in the Textbox, it will show an error as shown below.
A new column, “ASN Reference Number” has been added in the In Receiving Details module in both the Item Centre and Item Inventory Snapshot module.
How does it work?
Item Centre module
Go to the Item Centre and double-click on any Item.
Navigate to the Inventory tab in the Item Detail page.
Click on the quantity under ‘In Receiving’ column.
ASN Ref Number has been added in the ‘In Receiving Details’ page.
Item Inventory Snapshot module
Navigate to the Item Inventory Snapshot module.
Click on the quantity under ‘In Receiving’ column.
ASN Ref Number has been added in the ‘In Receiving Details’ page.
Two columns, ‘Is Manufacturable’ and ‘Ref#’ are made clickable in the Manufacture Order module.
Ref# column
The Reference Number column contains the Sub MO number (if any) related to the Manufacture Order.
On clicking, this will open the Sub MO.
Is Manufacturable? column
The Funnel icon in the Is Manufacturable? column is made clickable.
On clicking, this will open the BOM of the respective raw material.
We have added an Inventory Info pop-up in the Sales Order Detail section. This will populate the Qty Details page that shows the Inventory by Location and Store.
This info was previously only accessible by clicking on the Available quantity in the Item Inventory Snapshot module.
How does it work?
Open a Sales Order. In the SO Details section, right-click on any Item line.
Inventory Info has been added in the list of options.
Clicking on this will open the Qty Details page.
This pop-up is also added in the Availability Icon in the SO Detail Item line.
This pop-up is also added in the Availability Icon when we add Item through ‘Add Item’ in So Details.
We have added Custom Fields in the Advance Search option, so now you can search the Items using the Custom Field values.
The Custom Fields have also been added as columns in the Item Centre.
We have added the “Sales Rep Email” column in the Customer Centre and Customer Statement module.
We have added the ability to set the condition and offset of the Commission Rule based on the Base Part.
We have added all the Producible type levels in the ‘Inventory Type’ drown-down of the Presentation.
Inventory will be shown in the Presentations based on the option selected in the Inventory Type dropdown.
Please note that these options will only be shown if Manufacturing App Module access is On and ‘Show BOM inventory levels in inventory snapshot’ App Config is On.
A new Toggle button, “Show Active Only” is added the Bill Of Material Centre.
If this toggle is ON, only active BOMs will be displayed in the Centre.
A new column “Description” has been added in the MO Lines section of the Manufacture Order. This column is added in the ‘In Picking’ step of the Manufacture Order.
The Item Description will be fetched in this column.
We have added a ‘Payment Link’ Placeholder in the Due Invoice & Overdue Invoice Email Templates. Now you can send the payment link to the Customers directly in the reminder emails.
How does it work?
Go to Email Template Configuration module.
Select ‘Due Invoice’ or ‘Overdue Invoice’.
‘Payment Link’ placeholder has been added in the Select Placeholder drop-down.
We have added two new columns, OrderThirdPartyRefNo and ThirdPartyRefName in the SO Detail export file.
How does it work?
Navigate to the Data Export Centre.
Search by ‘Sales Order Detail’.
Export the data by choosing the desired option from the ‘Options’ tab.
OrderThirdPartyRefNo and ThirdPartyRefName have been added in the exported file.
The Third Party Reference Number will be populated in the OrderThirdPartyRefNo column and Reference Number will be populated in the ThirdPartyRefName column.
When we put a customer ‘On Hold’, the On-Hold status and On-Hold Message is seen in the Customer Centre.
Now, we have added the On-Hold Message Customer Info.
In the Customer Info, this message is displayed as an alert just below the Customer Name in the following format:
“This customer is currently put ON HOLD due to following reason – *On-Hold Message*”
We have added the ability to round the decimals and show “To Order” in whole number in the Short Inventory Planner module.
A new App Config, ‘Show whole number “To Order” quantities in Short Inventory Planner’ has been added for this.
If this setting is On, the decimals won’t be rounded off and the “To order” quantities will be shown as whole numbers.
If this setting is Off, “To order” quantities will be shown in decimals (wherever applicable).
With this added ability, you don’t have to manually override the quantity to whole numbers before placing an order.
A new column ‘Memo’ is added in the Inventory Change Log module.
The Memo value of the following transaction types will be populated in this field:
Manufacturing Order
Bill
Vendor Credit
Credit Memo
Invoice
Sales Receipt
ASN
Inventory Adjustment
Inventory Movement
Refund Receipt
Invoice Credit Memo
We have added the ability to auto-apply VAS items based on the Ship to County, State/Province, Customer Group, Customer Tags, Item Number, and Item Tags. This ability is added to the following modules:
Estimate
Sales Order
Invoice
Invoice Credit Memo
RMA (Only Read Only)
Upload Sales Order
How does it work?
Navigate to the VAS Item Centre and define a VAS Item. Here, two new tags, “Item Tags” and “Customer Tags”, have been added.
Go to any module in the Sales Flow and Add an Item.
As you select the Item, the VAS will be applied automatically.
How is VAS Item applied?
The VAS Item is applied based on the priority given to the custom VAS Rules defined in the system. These priorities are set according to how many fields are filled while defining the VAS Item Rules.
First priority is given to the VAS Item in which all the fields (Country, State/Province, Item Number, Item Tags, and Customer Tags) are defined.
Second priority is given to the VAS Item in which Country, State/Province, Item Number, and Item Tags are defined.
Third priority is given to the VAS Item in which Country, State/Province, and Item Tags are defined.
The fourth priority is given to the VAS Item defined by Country and State/Province.
Fifth priority is given to the VAS Item in which the Country is defined.
Sixth and the least priority is given to any other case apart from the ones defined above.
As an example, suppose you have defined 2 VAS Item Rules as below:
Here, 2 Rules are created for the same Item. In the first rule all the fields are defined, while in the second rule, Item Tags and Customer Tags are not defined. So, when you add this Item, the priority will be given to the first rule and the VAS amount applied will be $2.11.
Auto Apply VAS Item in Sales Order Uploads
An additional step, Step 8 has been added to the Upload Sales Order module. An “Auto apply VAS Item rule” has been added under this step.
If this box is checked when uploading Sales Orders, then the VAS Item will be automatically applied to the Order lines based on the custom VAS Rules defined in the system. If this option is selected, then the system will ignore the VAS Item provided in the upload file.
Please note that in the Sales Order template, you can only add VAS Item already defined in the system. If you input an undefined VAS Item, the system will throw an error and the Orders won’t be uploaded.
Note:
You can see the VAS Item amount in a separate summary. A new App Config, “Show VAS Item Total Amount In Separate Summary Line” has been added for this. If this Config is enabled, then the VAS Item amount will also be shown separately.
The VAS Item auto-apply feature only works when Items are added through “Add Item” option. This feature is not applied when Item are added through “Quick Add Items” and “Last Ordered Items” options.
