April 2.0 2025 Release
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This is a Custom Release. Feature availability depends on configuration and rollout status. Some features listed above may not be visible in your environment if they are part of a staged or custom deployment. Please contact your support representative to confirm enablement.
We have introduced an enhanced functionality to the Transfer Purchase Order to allow users to inventory to and from default locations. Users can now select damage locations in the "From" and "To" default locations.
Impact on Inventory Availability:
The availability of the inventory being transferred to/from a damage location will depend on the "Auto Mark Damage Inventory Move as Not Available" app config.
If "Auto Mark Damage Inventory Move as Not Available" is Enabled:
The inventory being transferred to the specified damage location will automatically be marked as Non-Available. This ensures that the damaged inventory is not used for sales orders.
If "Auto Mark Damage Inventory Move as Not Available" is Disabled:
The inventory being transferred to the specified damage location will remain as Available. This might be suitable for scenarios where the damage is minor, and the inventory may still be usable or repairable.
We have enhanced the Commission Rule module by adding new fields for more precise commission calculations.
The following fields have been added to both "Add Condition" and "Add Offset Criteria" in the Commission Rule module:
Order Type
Bill to State
Ship to State
We have added the ability to delete customer credit of the type "Transfer" from the Credit Centre.
Features Details:
Delete Customer Credit (Transfer Type):
Users can now delete individual customer credits of type Transfer directly from the Credit Centre.
To delete a single credit, navigate to the Credit Centre, right-click on the credit record, and select "Delete".
Batch Delete Functionality (Transfer Type):
A new Batch Delete option has been added in the Credit Centre, allowing users to delete multiple customer credits of type Transfer at once.
To perform a batch delete, select the credits you wish to delete in the Credit Centre, then go to Options > Batch Delete.
We have added two new fields in the Product Upload Template.
IsHeaderOnly: This new field allows users to create only the product without generating any variants. When set to true, only the product header is created, and variants are not generated for the product. Please note that if IsHeaderOnly is set to true for the first row, it will be set to true for all subsequent rows in the template.
AssignUPCs: This field allows the system to automatically assign UPC/GTIN codes to the item(s). When set to true for a row, the system will assign UPC/GTIN codes based on the active universal code series.
We have enhanced the product upload functionality and introduced the ability to upload products without generating variants. A new "Product Header Only" template has been added to the Upload Products module. This template allows users to upload only the product headers without including variants. In addition to that a new toggle option, "Use Product Header Only Template", has been introduced in the Product Upload module to enable uploading the products without variants.
In addition to that a new toggle option, "Use Product Header Only Template", has been introduced in the Product Upload module. Users need to enable this option to upload products without generating variants.
Users can upload the products without generating variants in three ways:
We has added a new product upload template specifically designed for uploading only product headers. This template excludes variant information and focuses solely on the product header details.
Steps:
Go to the "Upload Products" module and download the new "Product Header Only" template.
Fill in the product details.
Ensure that you enable the “Use Product Header Only Template” option before uploading the file.
Upload the template to create product headers without variants.
One way to upload products without generating variants is by using the existing product upload template. Before uploading the file, ensure that you enable the “Use Product Header Only Template” option in the relevant module. This will ensure that only the product header is created, and variants will not be generated during the upload process.
Steps:
Go to the "Upload Products" module and download the template. Fill in the products details in the template.
Enable the “Use Product Header Only Template” option within the module.
Upload the template as usual. Only the product headers will be created without any associated variants.
Another method to prevent the generation of variants when using the existing upload template is by using the "IsHeaderOnly" column in the existing template.
You can set the “IsHeaderOnly” column to true. When this column is set to true, the system will only create the product header and will not generate variants for the product.
Steps:
Go to the "Upload Products" module and download the template. Fill in the products details in the template.
Locate the “IsHeaderOnly” column. Set the value of the “IsHeaderOnly” column to true.
Upload the template. Only the product headers will be created, and no variants will be generated.
We have added a new option, "Batch Generate Variants" in the Product Centre, designed to simplify and accelerate the process of generating product variants in bulk. This new option allows users to quickly create multiple variants for selected products, reducing the need for manual data entry and providing a more efficient way to manage product variations.
How it works?
Navigate to the Product Centre and select the products for which you want to generate the variants.
Go to the Options menu and click on Batch Generate Variants.
A confirmation window will appear. Click "OK" to proceed with the batch generation process.
After confirming, you will be redirected to the Item module, where you can define the structure of the product variants.
In the Item module, you will have the flexibility to set the naming sequence for the Item name and Item description. For example, you can configure the sequence to be Basepart-Option1-Option2. This sequence will be applied automatically to all the generated product variants. If you do not specify a custom sequence, the system will default to the existing naming pattern.
After setting the pattern, enter the "Standard Unit Cost" and "Standard Unit Price".
Once all necessary fields are configured, click on "Generate Variants" to create the variants for the selected products.
In the Item Centre module, a new "Assign UPCs" option has been added. This option enables users to batch assign UPCs (Universal Product Codes) to multiple selected items at once.
If there is no UPC associated with the item, the system will assign a UPC incremented from the last registered UPC in the system. So, if the last UPC in your system was 1234567890, the new UPC assigned would be 1234567891, then 1234567892, and so on. The system automatically handles creating unique, sequential UPCs.
If the item already has a UPC assigned, the UPC of the will be updated. Again, the system will assign a UPC incremented from the last registered UPC in the system.
We've introduced the ability to generate a bill even when the bill amount differs from the Item Receipt (IR) amount. This is especially useful in cases where a vendor issues a bill with an amount that doesn't match the value recorded in the IR.
Now, users have the option to post a new bill directly from an IR. When a vendor has a Suspense AP Account configured, and it’s set to be the default for IRs, the system provides a new “Post as New Bill” option instead of the traditional “Convert to Bill”.
This allows you to post a new vendor bill directly from the IR, transferring the amount from the Suspense AP Account.
Vendor Setup Enhancements
To enable this feature, navigate to the Vendor > Payments tab. We’ve added two new options:
Default AP Suspense Account: Select the account to temporarily hold the amount during item receipt. When generating a bill, the amount will be transferred from this account to the selected AP account.
Use as default for IR?: Enable this to use the suspense account as the default account for all new IRs created for this vendor.
When an IR is generated for a vendor with a designated suspense account set as the default for IRs, you'll notice the standard "Convert to Bill" option is disabled. Instead, you'll see a new option: "Post as New Bill".
Post As New Bill
To post a bill from the item receipt, go to Options > Post As New Bill.
This opens a pop-up window where you can enter the following details:
AP Account: Select the Accounts Payable account to which the bill amount should be transferred from the suspense account.
Post Amount: Enter the actual amount from the vendor bill that you want to post.
Expense Account: Select the appropriate expense account for this bill.
Memo: Add any relevant notes or descriptions for the bill.
Vendor Bill#: Enter the bill number as provided by the vendor.
Bill Date: Specify the date of the vendor bill.
Mark as Posted?: This toggle button allows you to mark the IR as posted if the “Post Amount” is less than the “IR Amount”. If this toggle is not enabled, if the “Post Amount” is less than the “IR Amount” the IR will be marked as “Partially Posted”. If the “Post Amount” is equal to or greater than the “IR Amount”, this option will be automatically enabled.
After filling in these details, click “Post” to generate the bill.
Bill Posting Scenarios
Here's a breakdown of how the system handles different posting scenarios:
Posted (Post Amount = IR Amount or More):
IR Status: Posted
The bill will show a corresponding expense line for the full posted amount.
Partial Posting (Post Amount < IR Amount):
IR Status: Partially Posted
The bill will show a negative expense line for the remaining amount (IR Amount - Post Amount).
You can create additional bills later to account for the remaining balance.
Mark as Posted (During Partial Posting):
If the "Mark as Posted" toggle is turned ON during a partial posting, the IR status will be set to "Posted," even though the Bill Amount is less than the IR Amount.
