New and Updated Features

Serial Tracked Products onto Jobs 

Users can now assign serial-tracked items directly against a job. This feature supports both sales-only and sales-and-purchase serial tracked products.

The user will be able to add single and multiple serial tracked Items based on the quantity entered.

 Clicking on the barcode icon after entering the quantity allows the user to enter one or multiple serial numbers. Once the serial numbers are saved the user will not be able to edit it from the Job Details Tab

Users can now raise purchase orders linked to jobs for serial-tracked products.

For more details check Adding lines to a job

Validation on Deactivation and Deletion of Customer Item 

Now user will have additional validation before deleting or deactivating a customer Item.

For more details check Delete or Deactivate Customer Items

Stocktake Export

 A new column has been added to the Stocktake Export to indicate whether a product is serial tracked.

Products that are serial tracked will display “Yes” in this column and for Non-serial tracked products the field will be blank, which helps the user to identify the serial tracked products which can be discarded before importing the Stock take records.

Customer Item on Job Report 

Users can now include Customer Item while running the Job Report. 

The user can choose what needs to be printed from the following options:

• Print all jobs - This option prints all jobs, and is the default option 
• Only Jobs with Customer Items - This option includes only jobs with customer items in the Job Report 
• Only jobs without Customer Items - This option includes only jobs without customer items in the Job Report 

Job Card Setting 

The Job Card Settings have been updated to support printing Customer Item details. A new section titled “Customer Items” has been added under the Job Card Settings menu. This option is enabled by default, but users can choose to disable it if they do not wish to include customer item details on the printed Job Card.

Users can customize which Customer Item details are displayed on the Job Card by selecting from the following options:

• Item
• Item Key 
• Description 
• Item type 
• Purchase Date 
• Created Date
• Serial
• Customer Contact 
• Custome Feilds 
• Staff code

By default, the Job Card will include the following fields: Item, Item Key, Description, Purchase Date, Created Date, and Serial Number.
Users have the flexibility to adjust these settings and choose exactly which details they want to appear on the printed Job Card.

For more details check Job Card Settings

Job Card layout

Job Card layout has been updated to include Customer Item details. 

Customer Item Enquiry 

Users can now view all Jobs and Invoices linked to a customer item using the Enquiry option. 

A new ‘Enquiry’ option has been added to the Customer Item screen. When selected, this option allows users to quickly view both the Job History and Invoice History associated with the selected customer item. 

The Enquiry option can also be accessed from the More Options menu.

 Job Tab - Under the Jobs tab, users can view all jobs related to the selected customer item, regardless of status. From this list, users can now open any job directly to view full job details as needed.

Invoice Tab - Under the Invoices tab, users can view all invoices related to the selected item, including those created for this customer item or linked to a job associated with it, regardless of the invoice status.

For more details check Customer Item Enquiry

Customer item on the customer Invoices

Users can now view which Customer Items are included on an invoice. A new field labeled “Customer Item” has been added to the customer invoice, displaying the relevant customer item number when available.

The ‘Customer Item’ field, including its label, will be hidden if there are no customer items associated with the invoice.

Point of Sale

Cash Drawer List

The Cash Drawer List total in Infusion now includes any cash outs, ensuring that the total displayed matches the transaction details in the same report.

Email Enhancements

 Infusion Point of Sales (POS) module now supports sending Invoices to customer's registered email address where available. 

This feature allows invoices to be emailed directly to the main email address listed on the customer record. It is important to note that the email will only be sent to this primary address no additional recipients can be added at this stage. 

If the customer needs to send the invoice to additional recipients, they must first put the current invoice on hold and complete the email process from the Customer Invoices section.

A new setting has been added under POS Terminal Settings to control when invoices are emailed to customers, helping support paperless workflows. This feature includes three configurable options:

• Do not email - The system will not attempt to email invoices under any circumstance (this is the default option)
• Prompt to email - If a valid email address exists, users will be prompted to confirm whether they want to send the invoice via email after the sale is processed.
• Always email - The system will attempt to email invoices whenever a valid email address is available once the sale is processed.  

For more details check POS 

Payments streamlining into POS Cash Drawers

When receiving cash payments from a customer, the cash payment will be sent directly to the associated cash drawer by default. 

If an associated cash drawer is configured, this option will be selected by default. Users who do not want the cash to be sent to the cash drawer must manually deselect this option before proceeding.

For more details check Create a Sales Transaction in POS

Customer Issues Addressed

• The sort order behavior on list pages has been updated. Previously, empty fields always appeared at the end of the list regardless of sort direction. This has been corrected and now (Ref 13224)
  • When sorting in ascending order, blank fields now appear first, followed by values in alphabetical order (A–Z).
  • When sorting in descending order, values appear first in reverse alphabetical order (Z–A), followed by all blank fields.
• The issue where the Supplier Invoice list page displayed invoices as unposted despite being posted has been resolved. Now, the invoice status shown in the Supplier Invoice list view will match the status on the individual Supplier Invoice page. (Ref 13234)
• The issue where the standard Packing Slip reports had inconsistent layouts has been resolved. All four standard reports for Packing Slip will now use the same system setting and will follow the same format. (Ref 13587)