Released 4th September 2022 : version 9.5.1186.1 Online Advantage
Bin Upload – New Bin Upload and Download functions are available in the Inventory Tools for easier updating of Inventory Primary and Secondary Bins
Stationery Messages – the Standard Stationery Messages function has been re-arranged into two sections; configurable stationery elements for documents (e.g. headings and labels) and email document delivery details (e.g. subject, body, attachments). This allows document delivery details to be entered for any number of document types and no longer restricts the input to the standard set of document types i.e. Invoice, Statement, Purchase Order etc.
Quote Reprints – this function has been updated to use the ‘select and preview’ format which allows quote reprints to utilise Document Delivery. Quotes are also now a document delivery choice in the Standard Stationery Messages function which allows you to vary the email wording when resending quotes for follow up purposes. A new placeholder ‘QUOTEDATE’ has been added so the ‘date the quote is valid to’ can be inserted into the email body if required
Transfer Invoice Reprints – the Transfer Invoice Reprint function has been updated to use the ‘select and preview’ format. This allows you to view the invoice reprint details and also override the standard Document Delivery settings
Print Labels and Consignment Notes – this function now prints delivery label in the format specified per Carrier
Purchase and Transfer order creation – some new options have been added to the create Purchase Orders or Transfer Orders from Sales Order details as follows:
- Create Transfer Order – you can either base a transfer on an existing sales order by using the ‘copy’ icon at the start of Sales Order Entry, or you can use the ‘Create Transfer Orders’ link after saving a Sales Order
- Create Purchase Order – you can either use the ‘Create Purchase Order’ link at the end of Sales Order Entry, or the ‘Create Purchase Order from a Sales order’ option at the start of Purchase Order Entry to create purchase orders based on a sales order. Note that a Supplier to source the products from must be set up on the Product Details for maximum effectiveness of this feature