RESOLVED 

4261

Drag & drop images or documents

An issue where the first image or document could not be drag and dropped into the record, has been resolved.

7765

Search inconsistency

An issue identified where the product code, or customer/ supplier account number was not being weighted correctly when searching, has been resolved.  

ENHANCED

7681

Sales Staff Role - Inconsistencies

The Sales Staff and Sales Manager roles have been updated to ensure users with those roles can complete required tasks but have no access to costs on invoices, quotes, products, purchase orders. 

7693

Make Standard Texts available to Sales Staff

The Sales Staff role now has access to Standard Notes in Customer transactions.     

7768

Make Email Log available to all users

The Email log is now accessible to all users so that they can check when or if emails have been sent. This is located under the Settings > Organisation menu.   

NEW

7874

Bulk Print Packing Slips

A user is able to select multiple invoices from the invoices list and print packing slips for them the same way that invoices can be bulk printed.

A new module is now available to assist users to ensure that the barcode of the item they have picked matches the product on the invoice.  For further details see the knowledgebase article:

RESOLVED 

7654

Customer Statements – Order

Running customer statements from the Customers > More Options menu will now run the statements in order of customer account. 

ENHANCEMENT

4187

Bulk Print Customer Statements - Order of Printing

Customer Statements are now produced in account order.  

7215

Add Invoice / Quote Location to CUSTOMER_INVOICES & CUSTOMER_QUOTES Datasource

An Invoice, Quote or Packing Slip layout can be edited to print the location of the transaction as the company's address. This is a report customisation available on request.  

7418

Sales Rep on Backorder Created invoices

A pending Customer invoice created from filling a backorder now has the sales rep populated provided there is no conflict.  If the invoice results from consolidating backorders, and the sales rep was different on the original invoices, the sales rep will remain blank and must be populated before posting.  

7425

Customer Statement Open Items - Reference Added

The transaction Reference has been included in the Customer Statement Open Items if populated on the transaction. 

7429

Stocktake Variance Report - Serial Number length

The Stocktake Variance Report has been improved to accommodate 50 characters for serial numbers.

7742

Indicate customer on stop credit inside the actual backorder screen

A Stop Credit indicator is available on the Backorders list screen, and when viewing the backorder.

Customers on Stop Credit are excluded from filling Backorders.

7675

Customer sales budget migration

Customer Sales budget figures are now included in the migration process

7677

Customer sales budgets tab available

A customer sales budgets tab is available in a customer record. This will be accessible in an upcoming import / export and sales analysis report.

RESOLVED

7821

Previous Purchase Order Delivery Address persists on next one

An issue where, if a delivery address was edited on a Purchase Order, Product Receipt or Transfer, the next transaction within the same session would retain that delivery address, has been resolved.

ENHANCEMENT

5454

Import Lines into a Purchase Order

Product lines can now be imported into a Purchase Order. See the Knowledge Base article for the file structure.

NEW

5320

Import / Export Website Data for Products

Website tags and settings are now included in the product export and able to be imported using the same import routine.

ENHANCEMENT

5336

Purchase Order List on Product Enquiry Improvements

The Purchase Order list of a Product Enquiry has been improved to initially display only Open Purchase orders.  The user can view all Purchase Orders by removing the Open filter.  Totals display for the filtered list.

7268

API - Quantity Breaks

Product quantity breaks are now available in the External API.

7292

Add new columns to the Product List Screen and tidy up existing columns

The Product list screen now includes Stock quantities, a single price level and, if the user is appropriately privileged, the latest or average landed cost (depending on license settings). 
 
 The price level is selected as the first price level on the list.  To create space, the Type, Group & Sub Group columns are now limited to the code rather than the description of each. 

7320

Product Price Levels Export/Import behaviour

The Product Price Level import export routine has been changed to avoid unintended updates.   Price Levels which have active Product Group Markups on products with pricing set to Product Group Markup are no longer included in the export to ensure users don't import prices that will not be implemented due to the Product Group Markup.

7510

Price Below Cost indicator on Price Levels

If a price level is below the landed cost (Latest or average depending the system setting) the Markup (%) figure is indicated in red on the Product > Pricing tab.  

7519

Add Default for new product settings - "Include in Website "

The "Include in Website" setting can be set as a default for new products in Settings > Product Settings.

7527

Enhance Website Description handling (for format and Public Notes)

A dropdown option has been added to the Description field of a product's website tab to define whether the format is HTML or Plain Text.

Website integrations are able to use this setting on each product to display the description correctly.  

7541

Add UPCA Barcode option and EAN13 Barcode doesn't print Barcode text below

The software now supports barcodes in EAN13 or UPCA Barcode formats.  

7569

Product History Window - Improve Column size & Add Order Number

The Product History screen available from a Customer Invoice has been improved to include the Order Number of the invoice and to improve the space used on screen.

7674

Show Product Summary Icon on the Product List Screen

The Product Summary icon is now available for each product on the Product List screen, giving the user quick access to quantities per location, the product's image, and additional pricing.

7694

Remove unnecessary empty space on Product Details Tab

Removed unnecessary empty space visible on the Product Details tab when a product tracks serial numbers.

7723

Include Website Description when creating Product Variants

Variable Product Internal, Public and Web Description notes now copy through to the Variant products on creation.  

7830

Disable ADD button on edit mode of Product Promotions tab

When adding Contract Rates, Delivery Addresses, Contacts and Promotional Prices, the "Add" button was previously enabled when editing a new record - potentially leading to accidentally over-writing the current record.  The "Add" button is now disabled when in edit mode on a record.

RESOLVED

7625

Bank Deposit list sorting

The list of Undeposited Bankings has been improved to sort by Transaction Type, then Source Document ID.

NEW

7577

Product Reorder - By Sales

A new report - Product Reorder - By Sales is available from the Products > More Options menu.   

Options include:

* include negative recommended order quantities

* include component quantities of when invoiced kitsets as sales

* include Stop all Purchase Order products

7662

Dual Date Range Sales Analysis - Portrait (no Costs)

A new report:  Sales Analysis Dual Date Range is available from the Customers - More Options menu.     

This report does not include costs and so is available to Sales Staff roles.

7665

Sales Analysis YTD with Previous Year report

A new report - Sales Analysis YTD with Previous Year is available from the Customers > More Options menu.  This report is does not contain costs and is available to the sales staff role.

ENHANCED 

7766

Sales Analysis reports - User Roles

Updates have been made to Sales Analysis report access levels to ensure that reports that do not include cost pricing are available to both Sales Staff, and Sales Manager roles.   These include:

* Sales Analysis MTD/YTD

* Sales Analysis - Top Sales

* Sales Analysis - 13 Month

7825

Add Barcode and Additional Price level option into Customer Pricelist Spec

An additional price level is now available in the Customer Pricelist report.     This can be used to customise the report to allow the user to print both the customer's own price as well as, say, the RRP for each product.  Contact Infusion Support for customisation requests.

ENHANCED

7902

Woocommerce integration is now available

Integration with E-commerce provider Woocommerce is  now complete and available.  Contact Infusion Support for more information.  

7904

Webhooks are now available in the API

Webhooks are now available for use via the API.  Contact Infusion Support for more information.