February 2025 Release
Last updated
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A new column, "Qty Not Linked," has been added to the Detail View of the Sales Order Centre. This column provides users with a clear representation of the quantity of items that are not yet linked to a purchase order (PO).
The value of the Qty Not Linked column is determined using the following formula:
Qty Not Linked = Qty Ordered - Cancel Qty - PO Linked Qty
Where:
Qty Ordered: Total quantity of the item ordered in the sales order.
Cancel Qty: Quantity of the item that has been canceled from the sales order.
PO Linked Qty: Quantity of the item in the sales order that has already been linked to a purchase order.
This field helps users quickly identify unlinked quantities, enabling more efficient order management and procurement planning.
With this enhancement, we have introduced two key features that empower users to manage vendor-related data effortlessly. The addition of a dedicated "Vendor" view in the Data Export Centre and the inclusion of the "Vendor" entity in the Import Export Utility provide users with enhanced flexibility and control over vendor data. With these updates, users can now efficiently handle vendor-related data for reporting, analysis, and bulk updates.
New "Vendor" View in the Data Export Centre
A dedicated "Vendor" view has been added to the Data Export Centre.
This feature allows users to export detailed vendor information in a structured format, enabling seamless reporting and analysis.
How to Access:
Navigate to the Data Export Centre.
Select "Vendor" from the "Search by" dropdown option.
Configure and execute the export process as needed.
"Vendor" Entity Added to Import Export Utility
The "Vendor" entity is now available in the Import Export Utility.
Users can easily import and export vendor data in bulk, facilitating faster updates, integrations, and data consistency across systems.
How to Access:
Navigate to the Import Export Utility.
Select "Vendor" as the target entity for import or export.
Create the utility as you normally would.
We’ve introduced a new feature to make managing product images easier. This feature automates the removal of product images based on item-level and product-level associations, providing more control over how product images are handled when images are deleted from individual items.
A new app config, "Auto-Remove Product Images" has been added under the General settings.
When this config is enabled, the image deletions will be handled in the following ways:
Item-Level Image Deletion:
When an image is deleted from an item, the system checks if it is associated with other items of the same product.
If the image is linked to other items, it is removed only from the specific item where it was deleted.
Product-Level Image Deletion:
If the deleted image is not associated with any other items of the product, it is automatically removed from the product gallery as well.
We’ve introduced new enhancements to improve usability and provide more detailed insights in the Wave Centre and Data Export Centre. These updates enhance navigation and provide better visibility into sales order details, making wave management more efficient and insightful.
Clickable Order Number
The Order Number field is now clickable in the Wave Detail and Wave Detail Allocation views within both the Wave Centre and Data Export Centre.
Clicking the Order Number will open the sales order subform, streamlining navigation and improving workflow efficiency.
Custom Fields in Wave Detail View
Sales Order (SO) Detail Custom Fields have been added to the Wave Detail view in the Wave Centre.
These fields provide additional information for sales orders, offering more context and flexibility for analysis.
For Manufacturing-type orders, the custom fields will remain empty as they are not applicable.
We’ve enhanced the purchase flow by adding item image support to improve visibility and provide additional context during purchase transactions.
The "Item Image" column has been added at the line-item level in the following modules:
Purchase Order
Item Receipt
Bill
This enhancement allows users to view associated item images directly within these modules, making it easier to verify items, reduce errors, and streamline the purchase process.
An enhancement has been introduced to automate the sending of payment receipt emails for customer deposits made using non-credit card payment methods.
Automatic Payment Receipt Emails
A payment receipt will now be sent to customers whenever a deposit is created using non-credit card payment methods.
Internal recipients will also receive the same payment receipt email if configured in the "Send Payment Receipt Notification - Additional Emails" app config.
Email Notification for Deposit Updates
In addition to the initial deposit receipt, emails will also be dispatched in the following cases:
Modification of Deposit Amount: If the deposit amount is updated, an email notification will immediately be sent to the customer and any configured internal recipients.
Linked Deposits: If a deposit is linked to a sales order, a notification email is triggered.
This enhancement ensures seamless communication and improved transparency between customers and internal teams regarding payment receipts and updates.
We've introduced a new feature giving you more control over expense bill dates when reconciling items. Users can now set the linked expense bill receipt date to a date prior to the parent bill's receipt date, providing greater flexibility in managing bill receipt dates.
A new app config, "Allow linked bill receipt date prior to the parent's bill receipt date," has been added under the Purchase tab.
When this setting is enabled, the system will permit users to enter an expense bill receipt date that precedes the parent bill receipt date when creating expense bills during item reconciliation.
When this setting is disabled, the system will enforce the existing validation, preventing expense bill receipt dates from being earlier than the parent bill receipt date.
