Customer Notes
The Customer Notes system has been re-designed. You will notice the notes are split into individual text bubbles which can be individually printed, edited, or deleted. There is a new feature to mark a note as Private, this will mean the note cannot be printed and can only be edited or removed by the creator of the note.
The list can be sorted oldest to newest and each note records date, time and user information.
The new notes functionality has been added to:
Admininstration | Edit Customers
Accounts Receivable | Enquiry
Loyalty | Member Maintenance
CRM | Customers and Enquiry
Maintenance Records | Enquiry | Jobs by Accounts
AR Enquiry Screen
New filtering options have been added to the Accounts Receivable Enquiry screen, to easily locate account transactions within a pre-defined date range – for example, the past 90 days. The list can also be filtered by transaction type, such as Invoices, Credits, Payments, or Adjustments.
Paperless Office documents are now highlighted in the A/R Enquiry grid in a new column named “Doc”, with an icon to indicate that this Invoice has a paperless office document directly attached. To easily access this attachment, right click with the mouse and select “Open Paperless Office”.
eCommerce
Download individual or a range of web orders
Orders can now be downloaded manually by a specified range of Order numbers, or for an individual Order number. This can be useful where an incomplete Order from a previous day was not collected in the normal automatic synchronisation processes. This feature is available via Download Orders in the Management Console.
Product Insights
The extended Product Information frame has been added in the Process eCommerce Orders screen. This displays all of the key details about the currently selected line item.
Customer Keyword Search
The Keyword Search function in Customer Lookup Lists throughout the system has been enhanced to become a “multi-word” search. This means that each word (or partial word) entered is treated as an individual search term that may be located anywhere within a Customer Code, Customer Name, Phone Number, or Address. This provides a simpler search mechanism for the operator and a more effective set of results.
For example, you might enter the search term “JANE BERS”. This would display any customer named Jane from the suburb of Berserker.
Item Detail info Panel
In the Display Item Details screen, a new information panel has been added along the bottom of each tab to display quantity Available, quantity on Purchase Order, and quantity on Sales Order.
Purchase Invoice Number length
The maximum size for a Purchase Invoice Number has been increased from 10 characters to 20 characters. This has been implemented throughout the system from Stock and Purchasing through to Accounts Payable with screens, reports and entry points all accommodating this increase in character length.
Paperless Office Copy and Paste
Copy and Paste support has been added to the Paperless Office subsystem – the user may now copy a file and paste it as Paperless Office attachment using the right-click menu. Drag and drop support has also been introduced.
Custom Fields
Where the Custom Stock Fields Add-on is licenced, there is a new property to add a document link. This is separate to the image link and will hold such document types as PDF, Excel, Word, Text, CSV and other file types.
Documents and files can be viewed directly from Display Item Details screen by clicking on the attachment link.
