2019 – April
| Module | Form | Description |
|---|---|---|
| CRM | Customers | Fixed an issue when managing customers via 'CRM / Customers / Add/edit customer' which prevented users from disabling the 'Customer portal enabled' option. |
| Production | Job orders | Fixed an issue when adding and editing job items via 'Production / Job orders' which caused a secondary quantity to be saved in the database even for item types that did not use a secondary quantity. |
| Reports | Sales order report | Fixed an issue on the printed 'Sales order' report which caused the 'Total' section to be printed on each page instead of only on the last page. The size of the logo has also been slightly increased. |
| Multiple | Multiple | Made several layout changes on multiple forms: 'Added a new 'Variants' column when managing Item type subitems via 'Inventory / Item types / Subitems' which displays the number of variants that the subitem has. The 'Code' column from this form has also been renamed to 'SKU'. Fixed an issue on the 'Production / Job orders' form which prevented the 'Notes' and 'Memo' columns from being resizable. Added a new 'Total' row at the bottom of the 'Sales / Invoices / Edit invoice / Payment & Credits tab' which displays the sum of the inovice's payments and credits. The pager field from the 'Dashboard' related grids is now always displayed at the bottom of the grid even if a grid is empty. The format of the 'Totals' row from 'Inventory / Purchasing / Edit purchase order / Items section' is now the same as the format of its corresponding columns. |
| Administration | Services | Added two new options in the 'Unload/Load JO items on' when managing service inventory settings: First level subitem on Starting service' and ' First level item on Finishing service'. These new options can be used such that the service only subtracts the first level subitems of job items from the inventory. Service inventory settings can be managed via 'Administration / Services / Edit service / Inventory settings'. |
| Inventory | Item types | Fixed an issue when managing item types via 'Inventory / Item types / Add/edit item type' which prevented the 'Vendor' field from displaying any vendors that the item type can be assigned to. |
| Reports | Purchase order list | The 'Purchase orders list' report acessible via 'Reports / View reports / Sales reports' can now also be exported to an 'Excel' file via the 'Export to Excel' button from the report. |
| Production | Job orders | Fixed an issue when adding workflows to job orders which caused the workflow's services to carry over in an incorrect order on the job. |
| Reports | Payment list report | Redesigned the layout of the 'Payment list' report acessible via 'Reports / View reports / Invoice reports' and which can be used to overview invoice payments. The report now displays the following applied filters: 'Invoice date from/to, Payment date from/to, Customer, Invoice'. The 'Transaction' column has also been removed. |
| Inventory | Item types | Fixed an issue when managing item type attribute based prices via 'Inventory / Item types / Edit item type / Manage attribute prices' which prevented the 'Entity' from being populated automatically with the item type's item group when entering a new row. |
| Inventory | Item groups | Added a new 'Inventory item grouping' section on the 'Item group' form when managing item groups via 'Inventory / Item groups / Add/edit item group'. The new section can be used to specify how inventory movements belonging to this item group should are grouped on the 'Current inventory' tab of the inventory. The available grouping options are: 'Movement category, Location, Customer, Metal types, Status, Store, Item SKU, Price, Attributes'. These grouping only affects new inventory movements created after specifying the grouping options. |
| Reports | Invoice report | Added a new 'Gross amount' column on the 'Excel' version of the 'Invoice report'. The new column displays the invoice total amount without any discounts being taken into account. |
| Multiple | Multiple | Fixed an issue on on multiple 'Customer' fields on various forms which caused customers to be displayed multiple times if they had multiple sales representatives assigned to them. |
| Sales | Invoices | Fixed an issue when creating invoices via 'Sales / Invoices' which caused a customer to be incorrectly displayed multiple times in the 'Customer' field. |
| Security | Users | Fixed an issue when creating new users via 'Security / Users' which caused the 'User group' to be lost after saving the user. |
| Reports | Multiple | Made the following changes on the printed 'Purchase order' report: The 'Metal' column has been replaced with a 'SKU' column, displaying the item type's code. The 'Qty' column is now the 2nd column. Subitems are no longer displayed on the report. Made the following changes on the printed 'Sales order' report: The 'Style #' column has been renamed to 'SKU' and the 'Metal' column has been renamed to 'PAD #'. The 'Item note, Price and Total price' columns have been removed. |
| Administration | Admin settings | Added a new confirmation window when making changes to admin settings via 'Administration / Admin settings' which informs the user that the changes made may affect their setup and asks for their confirmation. |
| CRM | Customers | Fixed an issue when adding user notes to Customers which caused the newly added user note's 'Delete' button to be displayed with a different icon than the rest of the 'Delete' buttons. Also fixed a related issue which prevented Customer user notes from being deleted. |
| Production | Job orders | Fixed an issue on the 'Production / Job orders' form which caused the 'On hold' button to always be inactive. Also added an 'On hold' button on the 'Job order details' form when managing job orders which can be used to place the job order on hold. |