October 2023 Release
Last updated
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We have introduced a new column, “Item Unit Price” at the Sales Order Detail Level.
The 'Item Unit Price' column will display the standard unit price of the item.
This will come in handy in case of any price adjustments made on the sales order. With this feature, you can easily view the registered standard price for each item while working on your sales orders., thereby fostering consistency and precision in your order pricing.
Key notes:
The 'Item Unit Price' column will only be visible when the Multi UOM feature is turned off.
In cases where item prices are defined in multiple currencies, this column will fetch the price in the currency of the customer for which the sales order is being placed. However, if item prices are not defined in multiple currencies, the registered standard unit price of the item will be fetched in this column, irrespective of the currency of the customer.
We have added the ability to select a brand directly in the presentations. This new feature allows you to associate a particular brand with each product showcased in your presentation.
The selected brand will be seamlessly linked to any subsequent sales order created from the presentation. This brand information will automatically populate in the corresponding Sales Order, eliminating the need for manual input of brand details for each product.
How does it work?
Navigate to the "Other Attributes" tab within your Presentation.
Locate the "Brand" dropdown option and choose the desired brand from the available options.
Save your Presentation.
Create a Sales Order from the Presentation, and the selected brand will automatically populate on the Sales Order.
We are delighted to announce the ability to validate company email configuration. With this enhancement, you can verify that the company email has been set up properly. This proactive step prevents issues with sending out automated emails, enhancing communication reliability.
How does it work?
Navigate to the "Company Email Configuration Setup" module.
Fill in all the necessary email configuration details accurately.
After entering the details, click on the "Validate" button located at the top-right corner of the screen.
A test email will be sent out to verify that the email setup is functioning correctly.
This feature empowers you to proactively identify and resolve email configuration issues, ensuring that your automated email communications run smoothly without interruption.
We have introduced two new search columns in the Packing Slip Centre: Invoice Number and SO Number.
This gives you the ability to quickly locate packing slips based on invoice numbers and sales order numbers, simplifying the process of finding essential shipping information.
We've also made the Invoice Number underlined and clickable, allowing you to effortlessly access the associated invoice directly from the Packing Slip Centre.
These enhancements are designed to boost your efficiency and provide you with easy access to essential shipping and invoicing information within the Packing Slip Centre.
We have introduced a pagination feature in the Chart Of Accounts module, which allows for the display of a limited number of records per page. This replaces the previous system, where all records were loaded onto a single page, regardless of the number.
The introduction of pagination ensures that you can now view your Chart of Accounts records in a more organized and user-friendly manner. Additionally, by limiting the number of records displayed on a single page, our system will perform more efficiently, even when dealing with a large volume of data
We have introduced an update in the functioning of recurring transactions. We have added an automatic date synchronization when viewing or running recurring invoices.
How does it work?
Navigate to the Recurring Transaction Centre.
When you click on "View/Edit Transactions" or "Run Manually" on a recurring invoice, the Date and Ship Date fields on the Invoice subform/Create Invoice module will automatically reflect current date.
This enhancement is designed to simplify your recurring transaction management and improve the accuracy of your records.
We have introduced a new feature gives you greater control over filter application within the Presentation module.
A new app config, “Restrict auto apply filters in presentation” has been added to facilitate this feature.
When this config is enabled, filters will only take effect when you explicitly click the "Apply Filters" button. This gives you full control over when and how your filters are applied.
If this config is off, filters behave as they did before, with results automatically updating as soon as you select a filter option.
This enhancement allows you to customize your filter experience, making it easier to fine-tune the items in your presentations.
We have added a new module "Custom Price Formula Profile" for creating custom price formulas more easily and precisely.
Alongside this module, we've also introduced the Custom Price Formula Profile Centre, a centralized hub for your custom price formulas.
You can learn more about creating custom price formula in this article.
Here are the key highlights of this exciting enhancement:
Simplified Item Pricing: You no longer need to define custom price formulas for every item individually. We've streamlined the process by adding the option to select a custom price formula directly on the item. This means you can choose from the custom price formulas you've created, saving you time and reducing complexity.
Precision Pricing with "No Rounding" Option: We've introduced the "No Rounding" option in the Decimal Rounding dropdown when defining a custom price formula. When selected, this option ensures that the resulting custom price is not rounded off and the exact value is captured with up to six decimal places, providing you with exact pricing accuracy.
For example, let’s say the Standard Cost of an Item is $12.69. If you create a custom price formula for 10% markup in the standard cost with no rounding, the calculated standard unit price will be 13.958888.
We have added Ship-To address and Custom Fields On SO Details subforum in the Item Inventory Snapshot module. This upgrade equips you with a more comprehensive view of shipping information.
The following columns have been added to the On SO Details screen as a part of this enhancement:
Ship To First Name
Ship To Last Name
Ship To Address Line 1
Ship To Address Line 2
Ship To Company
Ship To City
Ship To State
Ship To Country
Ship To ZIP/Postal Code
Ship To Phone
Ship To Email
Ship To Address Name
All Custom Fields
We have streamlined the handling of References in the Customer Deposit Centre and Bank Deposit Centre.
We have added “Ref 2” column in the Customer Deposit Centre. This column displays the specific reference information related to your deposits.
The "Ref2 No#" field is also added to the Undeposited Payment screen when adding Customer Deposits to the Bank Deposit Centre.
This column fetches the data entered in the Reference Number 2 field of the Customer Deposit. This streamlines your workflow and ensures that you can easily track the correct deposit, reducing the margin for error in your deposit management process.
Please Note: If the "Ref 2" column in the Customer Deposit Centre is left blank, the system will populate the data from the "Ref No" column into the "Ref 2" column in the "Undeposited Payments" section of the Bank Deposit module.
