December 2025 Release
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.
Enhanced Batch Update Functionality for Estimate Centre
Overview:
The Estimate Centre serves as a centralized hub for managing all sales estimates, enabling users to efficiently track and update quotation data. To further streamline operations, the Batch Update functionality has been enhanced to support bulk updates of custom fields at the Estimate Header level.
This enhancement eliminates the need to manually edit individual estimates when updating custom field values.
How It Works:
Step 1: Navigate to Menu → Sales → Estimate Centre and select the estimate record(s) you want to update.
Step 2: Click on the Header Level Options button and select Batch Update. A popup will appear displaying the batch update options.
Step 3: In the Column Name dropdown, select the required Estimate Header Custom Field. Enter the desired value in the Value field.
Step 4: Click on Update to apply the changes to all selected estimate records.
Key Enhancements:
Improved Efficiency: Enables bulk updates of custom fields, reducing manual effort and time spent editing individual estimates.
Better Data Consistency: Ensures uniformity of custom field values across multiple estimates.
Scalable Operations: Supports businesses handling large volumes of estimates by simplifying mass updates.
Reduced Errors: Minimizes the risk of inconsistent or missed updates when managing multiple records.
Line-Level Enhancement: Master Case Qty and Case Qty Columns Added in Transaction Modules
Overview:
The Sales Order, Estimate, and Invoice modules capture item-level transaction details, including quantities, pricing, and fulfillment status.
With this enhancement, two new columns, Master Case Qty and Case Qty, have been added to the line-level detail grid across the Sales Order, Estimate, and Invoice modules.
Master Case Qty is derived from the item configuration and indicates the number of units packed in a single master case.
Case Qty is automatically calculated based on the entered item quantity and Master Case Qty, ensuring accurate representation of both full and partial cases required for the transaction.
Furthermore, a Total Case Qty has been introduced in the footer section, which aggregates the case quantities of all line items, providing a clear and consolidated view of total cases for better operational and logistical planning.
Key Enhancements:
Automated Case Calculation: Case Qty is system-calculated based on item quantity and Master Case Qty, eliminating manual effort.
Accurate Handling of Partial Cases: Ensures correct calculation even when quantities do not fully fit into complete cases.
Improved Packaging Visibility: Provides clear insight into how ordered quantities translate into case-level packaging.
Enhanced Operational Planning: Helps warehouse, shipping, and logistics teams plan packaging and dispatch more efficiently.
Cancel Sales Order with One Click and Auto Void Linked Records
Overview:
The Sales Order module allows users to manage order lifecycle activities, including cancellation of orders and handling of related transactions such as customer deposits and waves.
With this enhancement, users can cancel a Sales Order and automatically handle associated operational records in a single action. This eliminates the need for manually voiding each linked transaction, simplifying the cancellation process and improving operational efficiency.
Enhancement Added:
A new option, “Cancel Sales Order with One Click,” has been introduced in the Options dropdown of the Sales Order module.
When this option is used, the system automatically voids linked records such as Customer Deposits (Open, Refunded, or Partially Refunded) and Waves in UnAllocated, Allocated, Picked, or Closed status as part of the cancellation process.
App Configuration Requirement:
App Config Name: Cancel Sales Order with One Click
Configuration Location: Menu → App Config → General → Cancel Sales Order with One Click
Functionality:
When the App Config is Enabled:
Users can cancel a Sales Order and automatically void related operational records, such as Customer Deposits and Waves, in a single action.
When the App Config is Disabled:
Users must manually void all linked records before cancelling the Sales Order, following the existing process.
How It Works:
Step 1: Navigate to Menu → Sales → Sales Order and open the required Sales Order.
Step 2: Click on the Options dropdown and select Cancel Sales Order with One Click.
Step 3: A confirmation dialog appears informing that all eligible linked records (Customer Deposits and Waves) will be automatically voided. Click OK to proceed or Cancel to abort the action.
Step 4: A Cancel Reason dialog is displayed. Select the appropriate Cancel Reason Code and enter additional details if required.
Step 5: Once the process is complete, the Sales Order status is updated to Cancelled, and the system automatically voids all eligible linked records based on defined validation rules.
Impact:
Single-Click Cancellation: Enables users to cancel Sales Orders and handle linked transactions in one action.
Built-in Validations: Certain validations are enforced to prevent voiding of deposits or refunds under specific conditions (e.g., processed via credit card, reconciled transactions, or shipped wave lines).
Controlled Handling of Linked Records: If a Customer Deposit or Wave is associated with multiple Sales Orders, only the relevant mappings or line items are affected instead of voiding the entire transaction.
Access-Controlled Execution: Feature is available only when the required permission and app configuration are enabled, ensuring controlled usage.
The Cancel Sales Order with One Click option will be available only when both of the following conditions are met:
The user has the “One Click Cancel Sales Order” permission granted through the Access Manager.
The Cancel Sales Order with One Click App Configuration is enabled in the system.
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