Program Updates 22 Feb 2017 to 13 Mar 2017

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13 Mar 2017 16:04
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– Vat Report: Not block just warn about Report with same/later date existing
– prestashop: fast update (not check anything on PS side)
– supplier invoice payment: when switch do not reset allocations
– prestashop: add check for invalid attribute colour value
– sales order: remove ability to select serial number from list
– sales order: add item by scan serial number and fill in scanned serial number
– stdatail: description put invoice,grv item description
– stock extended lookup: add column “Master Is Web”(master item is web ticked) and “Item or Master Web”

08 Mar 2017 19:24
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– supplier journal: fix error if date on last day of allow post
– grv custom report: add stats tab info
– sales order: serial number
– discount stock item
– recurring invoice lookup: recalc totals
– recurring invoice XLSX export add first customer equipment

27 Feb 2017 14:09
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– prices halfed or doubled for certain combos
– prestashop: use Short Description or Item Name as meta description if meta description blank

24 Feb 2017 10:15
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– Tarsus/Esquire import: possible fix for “Index was outside the bounds of the array” errors
– sales order: transfer to invoice transfer the SO branch
– customer: new customer default to blank branch
– invoice from sales order: only overwrite warehouse with packing warehouse if Packing Required ticked
– sales order: change warehouse on extra tab, change warehouses on existing lines
– invoice: security for allow change branch,warehouse
– prestashop: fix null ref error on stock sync
– prestashop: new check for remote deleted images
– prestashop: customer put cellphone number in telephone number on general if telephone number blank on PS

22 Feb 2017 16:22
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– prestashop: additional check when syncing default combo to prevent prestashop errors
– prestashop: detect and remove duplicate features
– prestashop: export service item as virtual product with 999 in stock
– prestashop: check all combinations for supplier has stock for backorder status
– recurring invoice: import quantity from xlsx/csv
– grv: import arrived from xlsx/csv
– stdetail fix running soh total when filter on warehouse

Program Update 17 Feb 2017 14:27

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17 Feb 2017 14:27
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– prestashop: fix cannot update combo error when default combo change [tdsa]
– attribute value sorting fix [tdsa]
– customer ext lookup: add clear to default branch and warehouse [4x4direct]
– recurring inv: weekly repeat option
– grv: fix branch change to default after process (GL entries was correctly posted) [cobramtech]

Program Update 09 Feb 2017 18:07

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09 Feb 2017 18:07
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– prestashop: fix default combo sometimes not set [tdsa]
– prestashop: sync stock levels now faster [tdsa]
– supplier pay invoices: discount add input VAT entry
– supplier pay invoices: select/deselect all, auto fill selected
– supplier pay invoices: add payment date, branch
– supplier lookup: bulk change recon type
– si cloud backup: upload backup with images instead of last backup location setting

Program Update 07 Feb 2017 16:55

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07 Feb 2017 16:55
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– SMS: number right click delete option
– jobcard: allow save job even if required fields not filled in
– fix send error report
– remove frontend notification of backend errors
– fix error when add image to new customer equipment before saved
– supplier pay invoices: add button that opens filtered supplier detail
– backend: make prestashop sync not interfere with backup
– stock import: allow unit qty to be decimal

Calendar / Booking module preview

Program Update 30 Jan 2017 16:20

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30 Jan 2017 16:20
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– fix not being able to close program if network connection to server lost
– sms: foneworx fix error if bulksms password not filled in
– prestashop: attributes always dropdown
– backend: fix prestashop sync not show progress
– backend: ignore prestashop “connection closed” errors
– prestashop: fix frontend sync of default combination not closing connection
– jobcard options: add counter reading to required option
– jobcard: add counter reading to equipment tab
– Pay supplier form: like customer payment
* on supplier select reconciliation mode
– invoice lookup: export to pdf

December Update – Price Levels

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Smart IT has brought in a new feature whereby you can select price levels on quotes, invoices and jobcards.

For this example we are using this feature on quotes.

  • Open an existing quote or create a new quote
  • right click on the item you wish to select a price level for

To Prevent staff from doing price changes go to Invoice, invoice options and untick the allow price changes box.

You can set security for certain groups allowing them to select price levels:

  • Open a quotation form.  Click on the security Lock on the top left of the program 
  • Select the group you wish to allow selection of price level
  • tick the box "Granted" for Price change

To give certain employees a selection of different Levels:

  • Go to Employee lookup
  • Select the Employee and then select the price level this employee may select from (in this example we have used Level 5)
  • This employee will now be able to choose price Levels 5-10

Cloud Backup

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We have added integrated online cloud backup to the Smart It backend to make it easy to protect your valuable data.

It uploads automatically in the background after a backup has been run. Data is protected with 256-bit AES encryption and SSL/TLS transport security. We store the backups encrypted on our server with multiple layers of security and redundancy.

It does not use a lot of bandwidth either since it only upload the entire database once and the next time only uploads the changes.

It can be enabled using the backend control panel on the Options tab.

We are currently giving our clients 1GB FREE storage.

Program Update 08 Dec 2016 15:41

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08 Dec 2016 15:41
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– stock adjustment: update adjustment soh if warehouse changes
– stock adjustment: sort warehouse list
– add sending SMS through bulksms.com
– stock enquiry: fix not find item if stcode maximum length
– silink: add list price and recommended retail price options
– silink: add special price and date range
* dealer must tick “Use supplier Recommended Retail Price”
* on dealer side will put the RRP in price 10 and the special price, special begin/end
– silink: add “Item Pricing Method” to prices, so gets price using that item setting
– quote lookup: add town column
– purchase order: make order qty at least minimum order qty (from item)
– quote: show product image
– quote: show similar items
– quote: make possible custom report with item images
– quote: fix not update price on refresh price from master when change stock item while quote open
– quote lookup: add delete selected
– quote,jobcard,invoice: select price, with security to change price and employee setting minimum price level
– grv: disable lot reference column if not a lot tracking item
– maintenance: mark lot not active for items not marked as lot tracking
– quote: add stock available
– GL Corrections: add security tick for merge and delete
– customer ext lookup: add email column tick to filter for mailing labels

Program Update 29 Nov 2016 16:48

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29 Nov 2016 16:48
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– interest form: add grid filter report
– cash flow statement: update data like income/balance/trial
– prestashop: change way combo prices are exported for better rounding
– recurring invoices: increase selected by %
– jobcard: new jobcard template, template jobno in settings
– stock master,turnover, bulk change: add commision tick for filtering
– grv: put supplierdocno in gldetail reference column
– fix errors if have more than 1 million qty of stock