# February 2024 Release ### 1. Introducing the Update Sales Order Items module We have introduced a new module, "Update Sales Order Items". With this module, users can now perform batch updates on Sales Order Items, streamlining the process for managing multiple orders simultaneously. Key features include: * **Quantity Updates**: Users can update the quantity of items within the sales order, enabling seamless adjustments to order quantities as needed.

* **Item Replacement**: This module allows users to replace items within a sales order with other items specified in the Replacement Item column. \ However, replacements are subject to the following conditions: * The item type of the replacement item must match that of the original item. * The Sell Unit of Measure (UOM) of the replacement item must be the same as that of the original item. * Both "Qty Shipped" and "Qty Allocated" for the specific SO Item line must be zero. After successfully replacing an item, the sales order detail line will display the Description, UOM, and Item Number of the new replacement item.

* **Recalculate Prices**: Additionally, users have the option to "Recalculate Prices" against each item. When this option is selected, item prices are recalculated based on the pricing rules defined in the sales order at the detail level. If an item is replaced and the "Recalculate Prices" checkbox is ticked, prices for the replacement item will be recalculated accordingly.

#### How does it work? * To access the module, go to Menu > Sales > Sales Order > Update Sales Order Items. * Search and select the item from the "Item Number" dropdown.

* In the details section, you can see the list of all the orders containing the searched item. * Make the necessary changes (adjust quantities, replace items, and recalculate prices).

* After the changes have been made, click on "Update Selected Records" to apply changes to selected rows. Alternatively, choose the "Update All Records" option from the dropdown to update all records.

Please note: The Sales Order number is clickable and provides access to the sales order sub form for further details. ### **2. Introducing Product Tags and Enhanced Product Management** We have introduced "Product Tags" in the system. Now you can add tags to the products. With this enhancement, users can now categorize and organize products more efficiently than ever before. #### Adding Product Tags You can add the tags to the product directly from the "Product" module. A new dropdown field "Tags" has been added here. You can select the desired tag(s) to associate with the product from this dropdown menu.

The product tags column has been added to the Product Upload template. So, you can create the tags via upload as well.

**Key Features:** 1. **Product Tag Management:** We have added a new tag type, "Product," to the Tag Management module. This allows users to easily view, edit, and add product tags directly from the Tag Management interface.

2. **Auto-Create Tags:** The "**Allow to auto create Tags**" app configuration now includes the Product Tags option. If this config is enabled for product tags, entering a new tag for a product will automatically create it within the system. This streamlines the tagging process and ensures consistency in tag management.

3. **Product Tag Support in B2B:** The product tag feature has been extended to B2B functionalities, enhancing product organization and accessibility across different modules. * Added Product Tags filter in Presentation for more refined product filtering.

* Integrated Product Tags into Advanced Search in the Showroom center, enabling users to quickly locate products based on specific tags.

4. **Product Count Display:** In addition to the above enhancements, we have also added a Product Count feature to the Presentation and Showroom. Now, when accessing the Showroom and Presentation, users will see the number of products displayed directly alongside the Product tab, providing valuable insight into product availability and inventory.

### **3. Manufacture Order: Add multiple Batch and Lot numbers for Finished Items** We have added the ability to add multiple batch numbers and lot numbers for finished items during MO production, allowing for detailed tracking and management of inventory. This is particularly useful for scenarios where the raw material is stored across different locations, and you want to produce the finished goods at different locations as well. To utilize this feature, please enable the app config, "**Use raw materials lot and batch number for finished good item".**

#### How does it work? * Enable the above-mentioned app config. * Create a manufacturing order, proceed with releasing the order, complete the picking process, and transition to the "Work In Progress" stage. * Click on the newly introduced "Edit LPN" button. It's important to note that this button will only be available if the raw material is in multiple locations.

* This will redirect you to the Edit LPN screen. Users can easily add or remove lots and batches using the intuitive +/- buttons, ensuring precise control over inventory quantities. \*\* It is important to note while you can add as many lots as you want, the quantity sum of all the lots should be equal to the quantity to be produced.

* To store the finished goods at the same location, simply click "Save" without altering any information. If you intend to place the finished goods in a different location, adjust the LPN and Batch number details before clicking "Save".

{% hint style="info" %} *Please note that this option is only available when your Bill of Materials (BOM) encompasses more than one inventory item.* {% endhint %} ### 4. Auto-send Customer Statements We have added the ability to automatically send customer statements to the customers. Please note that this option will only be available for customers with "Enable Automatic Monthly Statements**"** option turned ON.

You can use the batch update option in the Customer Centre to enable automatic monthly statements. We have also added three new app configs to determine how this feature works: 1. **Auto-Send Monthly Customer Statements:** If this setting is on it will automatically send statements to customers covering the previous month's activity. This will dispatch statement emails to those customers with the "Enable Automatic Monthly Statements" option activated in the Customer module.

2. **Customer Statement email intervals in days**: This app config is multi-select and has three options specifying from and up to what dates we want to send a statement.\ \ If this setting is enabled it will send the email notification of customer statements to the customer automatically based on value provided. \ For example: When option "First day of month" is selected it will send statement from previous month's first day to last day. If the option"15th day of month" is selected, it will send current month's first day to fifteenth day. Similarly, if the option"Last day of month" is selected, it will send statement from current month's first day to last day of month.

3. **Customer statement Email Time:** This will allow you to specify the time at which the email will be sent to customers.

### 5. Auto-Produce Items in Manual Wave Creation We have added the ability to automatically produce manufacturable items when inventory levels are insufficient during manual wave creation from a sales order. When creating a manual wave from a sales order and encountering insufficient inventory for a manufacturable item, our system now generates a Manufacturing Order (MO) to fulfill the demand automatically. This allows you to manage inventory more efficiently, reduce manual effort, and accelerate order fulfillment processes. You can easily track the generated MO from the "MO#" column at the item line level of the sales order.

**Key Requirements** To enable this feature, please ensure the following conditions are met: * The "**Enable auto produce when having insufficient inventory**" app config must be enabled. This setting allows automatic production of items when there is insufficient inventory to fulfill demand.

* The item in question must be marked as "Auto Producible". Only items with this designation will trigger the automatic MO creation process.

* Raw materials must be in stock. In instances where the necessary raw materials are not in stock, the MO will be generated, but not produced. You will need to manually produce the MO once the raw materials are secured.

### 6. FTP credentials verification while creating an Export/Import Job We have introduced the ability to test the FTP/SFTP credentials in our import/export job creation process. With this update, users now have the option to test the validity of FTP/SFTP credentials directly when creating import or export jobs. To initiate the validation process, input their FTP credentials on the "Job Scheduler" page and click on the "Test Credentials".

The system will promptly verify the provided credentials. If the credentials are valid, a success message will be displayed, confirming the successful validation of the FTP/SFTP connection.

In instances where the provided credentials are invalid or incorrect, the system will generate an error, alerting users to potential issues before attempting data transfers.

### 7. Preserving Secondary Wave Headers and Status Update in Merged Waves When merging two waves, the header of the secondary wave will now be retained in the merged wave. Upon merging, the status of the secondary wave will be automatically updated to "Merged." This helps users track the lifecycle of their waves and easily identify those that have been merged.

**Read-Only Access to Merged Waves:** You can open the merged wave for viewing purposes. However, the merged wave will not contain any lines due to the complete transfer of information to the primary wave. Additionally, no actions can be performed on merged waves, ensuring data integrity and control over the wave merging process.

### **8. Vendor: Duplicate Contact Number Support** Added You can now add duplicate phone numbers for different vendors. An app config, "**Allow duplicate phone numbers in vendors"** has been added to facilitate this.

Enable this config to allow duplicate phone numbers for vendors. This feature is designed to accommodate scenarios where multiple vendors may share the same contact number, ensuring your vendor management process is as seamless and efficient as possible.

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