System updates - 18 Nov 2024

CRM

• Added the display of customer/supplier ageing totals onto the same transactions page, making it quicker to view the ageing totals
• Allow new payments to be made even if payments have been imported from Xero
• Added companies account merge function
• Added tags onto the lead entry page
• Added tags filter onto the lead scoring page, this is to avoid duplicates when filtering multiple tags

Data Import & Export

• Added the import of Upstock sales orders
• Added the ability to set supplier price list per location
• Cater for bin locations per stock location

Integrations

• Mailchimp:
  • Automatically turn off the Mailchimp auto sync when there is errors like account deactivated
• Shopify:
  • Log sync history against each Shopify connection number with sn1, -2, -3, -4, -5
  • Improved the sync by separating the sending of variant details and inventory levels
  • Save the Shopify order item's custom properties into the item note field
  • Set limit to 50 images to prevent internal server error from Shopify
• Trade Me
  • Added the ability to automatically check Trade Me listings vs the current listings
  • Disable buy now option from editing once a Trade Me listing has been sent and has a valid close date time
  • Added option to send images in full every time, to prevent or bypass Trade Me's image retention policy issue
  • Added the ability to clear TradeMe's photo API id just in case Trade Me has deleted the photos at their end
  • Option to automatically add the Trade Me fee onto the invoice to make the total invoice value to the same as Trade Me's bulk deposit payment
  • Check to copy the product's Html detailed description onto the Trade Me listing
• WooCommerce:
  • New function to reset the product's Api ID, for re-sending SIMPLE products in a VARIABLE group
• Xero
  • Set "Don't include non-diminishing costs in COGS" as the default option for new connections

Manufacturing

• New raw material replenishment page for replenishing raw material production requirements
• Perform check and transfer wastage to the wastage location

Products

• When adding products to a channel feed, the system now displays the correct inventory level for kitsets
• New "Save & copy product" function

Purchase

• Added pay bill function for a supplier invoice/bill that has the same base currency
• Added the display of any 3PL Api feed errors
• Added the ability to link a purchase order to an existing task job or create a new task
• On the landed cost calculation page:
  • New function to pre-fill the fee lines to the same as the PO supplier bill line
  • Check to merge two bills that have the same characteristics
  • Add the selected invoice items into another bill that has the same invoice no., currency, supplier etc
  • Added new option to hide those PO lines haven't been receipted when viewing the landed cost items
• When removing an item from a PO, check to remove the item sales order link
• New setting to toggle to enable scanning on receive PO

Reports

• Multi-months sales report: added sort by supplier name
• Sales details report:
  • For non-diminishing items, show the item's manual description
• Sales/Invoice printing:
  • if the show customers company no. setting is switched on,  print the customer's account code instead of customer number
  • Option to print a Proforma invoice based on the un-shipped items only
  • Allow for quote options discount value
  • Added printing of a Layby order

Sales

• Sales orders page:
  • Added team member filter
  • Changed the thumbs up icon for 'Stock good' to a green tick
  • Record the payment made on account, used for POS users to take out their own credit amount
  • Option to print a Proforma invoice based on the un-shipped items only
  • Check to see if the setting allows COD to finalise order
  • Added entered by filter onto the sales/quotes list pages
  • Added relationship manager filter onto the sales/quotes list pages
• Freight recovery page:
  • Added filter to show invoices that have shipping charges only
• Invoice viewing:
  • Added a quick button to set the invoice's addresses to the same as the customer's card file, / Therefore to update the invoice's addresses
  • Added option to view the invoice's original sales or POS order
  • Fixed the grand total display of GP% with checking on tax inclusive
  • Cater for showing the gross margins for lines that have PO links
• POS:
  • Prevent adding the Prepayment SKU into the POS order as it is reserved for determining prepayments

Settings

• Added new customer sales terms set (alternative bank details to be printed on quotes and invoices). This is used for customers have unique sales terms (including bank account information) that deviate from the standard terms. For this to work:
  • To setup sales terms set:
    • Go to Settings > In the sales section, Options
    • Scroll down to the "Standard invoice footer terms" section
    • Click "Sales terms sets for customers":
      
  • To assign a sales terms set to a customer:
    • Edit the customer
    • Click "Options" on the left
    • Choose a sales terms set (on the right) like the below:
      

Misc

• The dispatch queue now has a calendar view that displays upcoming sales order shipments according to the order's expected delivery date.
• Don't include the credit card surcharge as a line item on the payment page if the order was a prepayment deposit order, as this could change the allocation amount.