Released August 2023 : version 9.5.1407.1 Online Advantage
Orders from Drafts – when you commit a draft order to a firm sales order, the activity details from the draft order are now copied to the sales order.
Customer Product downloads – there are now 2 reports on the Sales “Tools” menu for downloading ‘Customer Products’; Download Customer Products and Download Customer eCommerce Products.
Download Customer Products is a report of any products that have been set up with either the customer’s corresponding product code and/or settings to exclude particular sizes or colours in eCommerce.
Download Customer eCommerce Products is a report to show ALL products that a customer can access from the eCommerce (B2B) portal via their catalogue.
Statement Printing – if you are printing statements (and not emailing them) the printed statements have been changed to print in sequence.
Bank Reconciliation – new options in Banks and Tender Types that can change the way bank reconciliation details are collected for reconciliation as follows;
Banks – a new “Batch Cash Deposits until Banked” option has been added. Setting this causes cash payments to accumulate under one deposit reference until you print a Deposit Slip and take the cash to the bank. This causes there to be one entry in the bank ledger to match the physical deposit made at the bank. Leave this unset to create an entry in the bank ledger for each days’ cash takings.
Tender Types – a new “Separate Transactions on Bank Ledger” option has been added. Setting this causes individual entries to be written to the bank reconciliation for the same Tender Type instead of one total per day. For example if you made 3 transactions and each were paid by tendering Visa you would see 3 entries in Bank Reconciliation – 1 per payment. Leaving this unticked causes the transactions to be batched as one figure on the bank reconciliation per day.