Pro forma invoice – there is a new pro forma invoice print option for sales orders on the Orders ‘Reprints’ menu. You can tag which contact for a customer is to receive pro forma invoices, and you can set up email subject and body text for sending pro forma invoices via document delivery in the standard stationery messages utility.
Transfer rep customers – a new utility has been added to the Accounts Receivable tools menu that allows you to transfer a selection of customers from one sales rep to another. The existing transfer rep tools will move all customers for a given rep. This new option allows for partial customer selection.
Set Sales Order Work Order manufacturing dates – added a new utility in manufacturing that allows users to set the manufacturing dates for all work orders created for a given sales order. We have also included a link to this new function at the end of Sales Order Entry which is available when work orders are created for required items on a sales order.
Pick-up carrier – enhanced consignment entry to default the consignment note number to ‘pick-up’ when a pick-up carrier is used as the order carrier.
Carrier per multi-delivery address – you can now enter a carrier against a customer’s individual delivery addresses and that carrier will be used on new sales order when that delivery address is chosen.
Carrier charge each despatch – in a previous software release, we added a new charge method for orders where a charge is added based on carrier rates. To complement that, in this release we have added an additional option that lets you add the charge to the first despatch only or to each subsequent part despatch.
Stock Take Count Upload– some significant improvements completed:
- the existing ‘stock on hand upload’ now has a column for the inventory bin. This utility creates a stock take run, freezes stock and uploads the count quantities.
- a new ‘stock take ticket upload’ tool has been created. This utility uploads a count per ticket for a previously generated run.
Supplier bank account name – if you are making bank transfers to suppliers whose bank account name differs from their supplier’s name, you can now record the bank account name along with the supplier’s Bank BSB and Account number. Where it exists, the new bank account name is used in bank EFT payment files that are then uploaded to your bank.
Point-Of-Sale inclusive pricing – a new system option has been created that, when set, will flag new customers created via version 10 Point-Of-Sale to use inclusive pricing entry in v10 POS.
Petty Cash Tax – tax on POS petty cash transactions is now posted to the Creditors Ledger tax account and appears on the Creditors EOM tax summary report, allowing it to be reconciled against ‘non-capital purchases’ in the GL tax summary report.
Payments/Refunds to pending orders– cash receipt entry and customer refunds has been changed so that you can offset the transaction amount you are entering against a sales order. This is only applicable where the system option to make payments against orders is enabled.