2020 – July
| Module | Form | Description |
|---|---|---|
| Quick add | Quick add | Made a functionality change when creating new customers via the 'Quick add' form to skip the mandatory information validation. |
| Menu | Menu | Made several changes to how the left-Menu is organized: the 'Purchasing, Receiving and Outgoing consignments' submodules are structured under a new 'Purchasing and memos' module. The 'Item types and Item groups' submodules are structured under a new 'Products' module. The order of the modules has been changed to 'Dashboard, Sales, Production, Purchasing and Memos, Inventory, Products, CRM, Administration, Security, Reports, Quick add'. The 'Import tool' submodule has been moved under the 'Administration' module. The order of the submodules from the 'Administration' module has been changed to 'Services, Workflows, Product catalog management, Import tool, Shipping methods, Auto-emails, Activity types, Custom attributes, Label lists, Admin settings.' |
| Reports | Multiple | Fixed several filter related issues on the 'Sales summary' report which prevented the filtering and grouping from being displayed and also redesigned the layout of the printed report. Added a new 'Sales summary (invoice)' report, similar in layout and functionality to the 'Sales summary' report but showing information based on invoices instead of sales orders. Added two new 'Best selling items' reports, one based on sales and the other based on invoices, displaying the best selling items within a given date interval. |
| Multiple | Multiple | Made several changes when adding items to sales orders and job orders via the 'Add item' forms: the 'Item type' related field is now displayed below the 'Item group' field. The 'Unit amount' and 'Total amount' fields are now displayed below the 'Total quantity' field. The 'Job memo' field is now displayed below the 'Item description' field. The 'Total price' field has been renamed to 'Total price (with markup)' and has been riszed to the same width as the 'Sales price' field. Made several fixed to the breadcrumb text displaying the form's legend located below the form ame to now show the correct legend. |
| Configuration | Integration | Made several adjustments and fixed to the 'Configuration/Integrations' module layout and functionality: fixed several typos on the 'Integrations' form. The bottom horizontal scrollbar has been removed. Each integration option now also displays a corresponding logo. The 'Edit account' button has been renamed to 'Configure settings'. Fixed an issue when hovering the mouse cursor above the 'Configure settings' button which caused the form to slightly change position. The 'Save changes' and 'Cancel changes' buttons when editing integrations have been renamed to 'Save' and 'Cancel'. The 'Online payment processor' related form has been redesigned to use a similar structure to the 'Ecommerce' form and now also displays the corresponding logo and a 'Configure settings' button. |
| Production | Job orders | Added a new 'Assign service to user' option to the 'Actions' and 'Bulk actions' buttons from the 'Productions/Job orders' grid which can be used to assign users to the current service of job orders. |
| Sales | Sales order conversion | Fixed an issue when converting sales orders into purchase orders via the 'Sales/Sales order conversion/Create PO for SO subitems' option which prevented the sales order parent item's quantity from being taken into account when generating the purchase orders for its subitems. |
| Multiple | Multiple | Fixed an issue on the new-type grids, such as the Inventory, Item types, Item groups, Outgoing Consignments, Job orders, Price quotes and Sales orders grids, which caused the options from the 'Actions' columns' buttons to be cut off if the 'Actions' had been set up as the 1st column from the grid. |
| Multiple | Multiple | Added a new 'Show in product catalog' setting on the 'Custom attribute detail' form when managing custom attributes via 'Configuration/Custom attributes'. This setting can be used to determine whether the custom attribute is also shown on the customer portal. Also added a new 'Has customer portal attributes' option on the 'Item group' detail form when managing item groups via 'Products/Item groups'. This setting can be used to assign a 'Portal category item type attributes' type attribute list to the item group, which is then displayed on the customer portal. |
| Dashboard | Dashboard | Made a slight adjustment to the 'In progress, On Hold and Delayed jobs' pie chart from the 'Dashboard' such that these job orders are calculated based on the total number of completed job orders from the selected date interval. Also added a new 'Sales' section on the 'Dashboard' which includes several new reports: 'Sales for current month', 'Number of pieces sold', 'Best selling items', 'Best selling items (Invoices)', 'Total sales (invoices)', 'Purchasing vs Sales' and 'Inventory value' reports. |
| Inventory | Inventory | The 'Inventory history' and 'Current inventory' grids from the 'Inventory/Inventory' module has been changed to use the new type of grid (such as the one from the 'Item types' or 'Job orders' forms) and has had several background changes made to it to improve overall functionality. |
| Production | Job orders | Added a new 'Invoice' option when using the 'Actions' and 'Bulk actions' buttons from the 'Job orders' form, which can be used to invoice job orders that are processing in services that allow invoice generation. When bulk-invoicing job orders in this manner, a separate invoice is created for each separate customer. |
| Sales | Multiple | Sales orders and Price quotes displayed on the 'Sales/Sales orders and Sales/Price quotes' grids are now colored based on their status. The colors for each status need to be managed via the PIRO Client via 'Administration/Entity status management' and the status colors will carry over into Fusion as well. |