System updates - 18 Mar 2024

System updates for 18 Mar 2024:

• Able to send SMS messages for a task/job that has already been completed
• Check to populate the top phone number field (from the customer's card file) for sending SMS on a task/job when the mobile number is not entered.
• MailChimp (MC) integration:
  • Added the PHONE merge field
  • When sending new contacts to MC, tell MC to ignore the mandatory validation rules
• Disabled taking further payments for an invoice (on Qblue) when it has already got a payment imported from Xero.
• Add the ability to print an inventory levels report for up to a date that the user chooses.
• Open up the landed cost history report to filter by supplier:
  • Go to Reports menu > All reports
  • On the Inventory column: Landed cost history by product or by supplier
• Able to edit the variation option values when viewing variants for a product:
  • Edit a product that have multiple variations
  • Click "Variations" on the left
  • Click "Edit variants"
• Added new filters for when viewing/editing a stocktake:
  • 
• Added ability to hide payment transactions from printing customer statements
• Fixed the issue when printing multiple copies of product labels on the 17.5 x 10.2 size
• Added the ability to log/enter a general or payment note against an invoice
  • View an invoice
  • Click Actions
  • Record a note
• Ignore a single special character (e.g. *, %, ^, $, #, @, !, +, \, / and so on) during a product or customer or supplier search
• Added check and validation to ensure the total stock credit payment amount must be equal or less than the customer's available credit limit amount.
• Export/print inventory levels report group by product types (or in your term: groups)
  • Go to Reports menu > Inventory levels > Tick "Product type totals" checkbox
  • 
  • When the list is exported to Excel, the empty columns will not be shown
• Re-print a packing list with bin locations for a fulfilled/completed order:
  • View a fulfilled order, then
  • 
• Print a purchase order with bin locations:
  • Edit a PO, then
  • 
• Able to refresh the product's supplier price on a PO
  • Edit the PO products,
  • Click on a product line, then
  • 
• Save & copy to new product:
  • Edit a product
  • Click "List products" (top left)
  • Click "Save & copy" at the top
  • This copies the following for editing (before saving):
    • Product description
    • Product body/Html description
    • Product type, categories
    • Variation prices
• Price tiers vs product unit cost price:
  • Go to Products menu > Export data
  • Choose "All product price tiers" from the data types dropdown
  • Click Download
  • The unit cost price can be found in column C (read only)
• Added customer tag filter to sales details report:
  • Go to Reports > Sales report > Invoice details report
  • 
• Added customer tag filter and "Filter on expected date" to outstanding orders summary report:
  • Go to Sales menu > Sales orders
  • Click "more" on the right
  • Then "Orders summary report"
  •