System updates - 30 Jan 2025

Products

• Added "Save & copy product" to the "Products/Sku variations" page
• Added product tags filter onto inventory replenishment page
• Allow viewing and editing of the bin locations per product per location
• Added print bin location labels
• When printing product labels (Products menu > Inventory control > Print product labels), the select printer dialog box comes up automatically, thus eliminating the need to find and click on the print button manually.

CRM

• When printing task job sheets (Tasks menu > Tasks & jobs), the select printer dialog box comes up automatically, thus eliminating the need to find and click on the print button manually.

Purchases

• When viewing the PO documents, limit the view to non-invoices for non-authorised users
• Added shipping method selection for purchase orders
• Added ability to refresh exchange rates on the landed cost calculation page
• Improved the display of posted bills tick flag from the landed cost calculations page
• Fixed: the display of the local prices on the landed cost preview items page based on the bill's exchange rate and not the PO's exchange rate

Reports

• Show the customers' ageing totals on the customers statement print/email
• Added the display of relationship manager onto the 12-monthly sales report when grouping by customers

Sales

• Added action menu item to set the reprint options, for example: reprint a packing list without the reprint word being printed
  • View an invoice
  • "Actions"
  • Print options
• When re-editing the shipping addresses for a sales invoice, a new quick button has been added to copy the address from the customer's card file onto the invoice's addresses
  • View an invoice
  • Click "edit" next to ship to
  • Click "Save as the card file"
• For credit notes, added a new "Credit reason" field for easy of reporting
  • By default, the credit reason field is hidden
  • As soon as a product item with a negative qty is added into the order, this field becomes visible
• Added the ability to toggle the display of line items GM% directly on order entry:
  • "more"
  • Toggle margin display
• Added new function to create the final invoice after the sales order has been shipped but not yet invoiced
• Fixed: check to ensure if any of the kitset items have been dispatched in full and written back onto the kit items qty dispatched
• Fixed: when deleting an order line item, the system now checks to remove the associated PO to sales link

Integrations

• Updated Squarespace integration to import new website orders

Settings

• Added colour display selection for user statuses
• New setting for enabling ship now and invoice later function^{in beta}, used for sales orders