2022 – January
| Module | Form | Description |
|---|---|---|
| Multiple | Multiple | Added a new custom attribute functionality which allows setting up grouping sections for custom attributes via 'Configuration/Custom attributes/Custom attribute detail/Attribute group'. Custom attributes belonging to the same attribute group will be displayed grouped together in their own section on the 'Inventory/Inventory/Item detail/Attributes' tab when managing inventory movements with custom attributes set up with grouping sections. |
| CRM | Customers | Added a new 'Account number format' setting on the 'CRM/Customers&Vendor settings/Customer settings' form, which can be used to specify how the 'Account #' when creating new customers is generated. Leaving the 'Account number format' blank will keep the current functionality whereby the 'Account #' is generated with a 6-digit format of consecutive numbers. Specifying a '{company_name_abr}nnn' value will generate an 'Account #' with the customer's first letter of the company name (or last name for person-type customers) and a 3 digit format consecutive number. |
| Sales | Invoices | Added a new 'Attributes' column to the 'Sales/Invoices/Invoice detail' form, displaying the custom attribute values of invoice items. Also extended the outgoing consignment invoicing functionality such that the custom attribute values from outgoing consignment items now carry over to the corresponding invoice items once invoiced. |
| Purchasing & Memos | Purchasing | Added a new Currency toggle section on the 'Purchasing&Memos/Purchasing/Purchase order detail/Purchase order item' form when managing purchase order items, which can be used on setups using multiple currencies to toggle whether they wish to specify the item cost and prices in the primary or secondary currencies. |
| CRM | Customers | Added a new 'Ignore sales tax on sales order' setting on the 'CRM/Customers/Customer detail' form. When enabled, sales taxes belonging to such customers will no longer automatically calculate and include a sales tax. |
| Sales | Sales orders | Added a new 'Apply discount' button on the 'Sales/Sales orders/Sales order detail' form and a related 'Discount/Markup' column, both of which can be used to apply discounts or markups to sales orders and sales order items. Once a discount/markup is applied, a 'Remove discount' button is made available which can be used to remove sales order discounts or markups. |
| Purchasing & Memos | Outgoing consignments | Added a new 'Customer' column on the 'Items' tab of the 'Purchasing & Memos/Outgoing consignments' form, displaying the customer of outgoing consignment items. |
| Inventory | Inventory | Added a new 'Customer' column on the 'Inventory/Inventory history' form, displaying the customer or vendor of orders and documents that had generated inventory movements. |
| CRM | Customers | Added a new functionality on the 'CRM/Customers/Customer detail' form such that multiple shipping addresses can now be assigned to customers having a different shipping address than their main address. The shipping address section now has a 'Default' and 'All' tab where the default and non-default shipping addresses can be managed. |
| Purchasing & Memos | Outgoing consignments | Added two new 'Hide returned items' and 'Hide invoiced items' filters on the 'Purchasing & Memos/Outgoing consignments/Items' form, which can be used to show or hide outgoing consignment items that had been returned or invoiced. |
| Sales | Price quotes | Fixed an issue when emailing price quotes via the 'Sales/Price quotes/Price quote detail/Email it' button which caused the email's recipient to be taken from the price quote's customer contact person instead of the price quote's contact person. |
| Sales | Customer credits | Implemented cost functionality on customer credits such that users may now also manage and track the costs of customer credit memos. Added corresponding 'Cost' columns and fields on the 'Sales/Customer credits' and 'Sales/Customer credits/Customer detail' form, displaying the costs of credit memo items. When adding customer credit memo items, the default cost of the item type will carry over to the credit memo item. |
| Sales | Invoices | Fixed an issue when the 'Push jobs into next service upon issuing invoice' admin setting had been enabled which prevented invoiced job orders from being automatically routed into their next service when changing the status of their correspondings invoices into 'Issued' status. |
| Production | Production | Added a new 'Hide New/Finished/Closed/Cancelled job orders on job order list' user group role, accessible via the 'Security/User groups/User group detail' form. When enabled, job orders in 'New/Finished/Closed/Cancelled' status will be hidden on the 'Production/Job orders' list. Also implemented a functionality such that the visibility of job orders processing in various services will now be displayed on the 'Production/Job orders' and 'Job orders/Job queue' forms depending on whether or not the user's user group has the visibility role for the corresponding services enabled. |
| Inventory | Inventory | The order codes from the 'Ref no.' column from the 'Inventory/Inventory history' form are now shown as links that users can click to quickly open up the corresponding orders that generated the inventory movements. |