As always we have made many great improvements to the program. Here is the latest changes made in June/first week in July.

Invoice

– till no can assign to employee

– touch invoice: fullscreen button for distraction free selling and a little more screen space.

– touch invoice: add quick add customer

– touch invoice: print proforma
    * under new extra button
   * can be allowed or blocked using security

– quick sell: cache data and images for faster opening

– add item lookup: keep lookup data in cache after closing form
    * much faster if have many items
    * must now click refresh or exit program for new data to appear

– promo voucher: can provide own voucherno

Stock

– add external transfer type to warehouse transfer
    * for branch transfers not on same database
    * can export/import

– stock take: can now select multiple categories

– rts: add images

– stock turnover analysis tab: add document count

– stock detail lookup: fix slow opening on large database

– stock value at date analysis: add root stock group

– stock label lookup: change to select and set, add web tick

– add clone item("item based on this item") to sales order, workshop, touch invoice

– custom stock label: add special price, pr 1-9

– stock ext lookup: add warehouse filter for stock levels

Prestashop

– Document Images Lookup: add show duplicates
    * must first click calculate fingerprints

– Document Images Lookup: add stock description

– sales order sms add tracking number

– prestashop: similar items as accessories

– prestashop order note import to sales order note

– doc img lookup: select to delete, optimize images to target size

– add image: allow select multiple images files at once

Other

– security: can block change grid report
    * set on bulk security; search for "grid report control"

– jobcard picking list: default printer and custom design

Currencies

We added currency support to the invoice and sales orders. The document will be in the selected currency and on processing will be converted in GL to your default currency (default:Rand). Currency can be set as an invoice and customer level setting. The tax for an item can also be set using a tax override on the customer.

Offline Sales

You can now export sales orders made on a disconnected computer and import them into your main database. 

Customer Statements

Added an “Amount Due” according to payment terms to make it easier for your customer to know what they owe.

Sales Order Packing

You can now move stock on sales orders to a seperate warehouse until invoicing for stock control purposes.

Purchase Planning

Min/Max stock levels can now be set by hand or transferred from the new suggested Min/Max levels. 
“Suggested Order Qty – No Regression” is now named “Suggested Order Qty: Levels”
You can now select the items to work with before transfering the suggested or other values to Order Qty.
Many more transfer option added including from Shortfall.

Stock Lookup

Added a “Uncommitted” column that shows (In Stock – Sales Order Qty); works like the previous “Available” column but without stock allocation required. There is a new “In Stock Only” filter for customers with thousands of items without stock for faster stock lookup. 

Prestashop

There are new SEO related functions for prestashop including setting the name,title,desription and URL for stock groups. You can also add stock group cover image and default item image. Also added is  “Use Uncommited Stock For Web Stock Qty” setting and web order branch setting.

New option to add your supplier’s stock to your stock quantity for your website. Stock status has new field to describe stock availability on prestashop if your supplier has stock.

Bulk security form

You can now set the security for all forms in the program in once place: Employee -> Bulk Security Setup

Other

You can now see the stock value per group on the stock value at date form.

Jobdetails now has an analysis tab.

Invoice will now give a warning if customer order number has been used but like jobcard will not prevent processing.

Quotes are now prevented from being opened by two people at the same time like jobcards.

Bank manager now has reference field for new items and a note field next to bank transactions.

The following changes have been made:

Goods Receiving:

Stock > Goods Receiving

Items that are being GRN can be duplicated.

Right click on the item that needs to be duplicated. Read more

Stock Turnover & Invoice security Settings for multiple branches

Companies who have multiple branches can now limit their employees to only view the invoices and stock turnover for the branch that are set as their default branch.

Follow these easy steps to ensure your employees only see the info for their default branch.

Ensure the employee is linked to a default branch.

Employee > Employee look up > Employee personal form > Employee default branch Read more