2020 – June
| Module | Form | Description |
|---|---|---|
| Quick add | Quick add | Added a new 'Price' field after selecting an item type when quick-adding orders via the 'Quick add' form which displays the item type's default price. For item types with fixed pricing, the price can be overwritten by users. |
| Sales | Price quotes | Fixed an issue when editing price quotes via 'Sales/Price quotes/Edit price quote' and adding or removing services which prevented the changes from being displayed until the 'Price quote details' form was refresed. |
| Sales | Invoices | Made a change in the 'Items' grid of the 'Invoice detail' form when managing invoices such that the 'Item' column now displays subitems with a clearer indentation. Also fixed an issue which caused invoice subitems to be displayed even when the 'Show subitems on invoices' admin setting had been disabled. |
| Quick add | Quick add | Added a new 'Quick add item type' form on the 'Quick add' module from the left-menu which allows users to quickly add new item types, similar to the existing functionality for quickly adding job/sales orders and price quotes. The new 'Quick add item type' form can also be opened when adding new inventory items via a new '+' button next to the 'Item type' field. |
| Dashboard | Dashboard | Added a new licensing related section in the top-right corner of the Dashboard for customers using job-item based licensing which displays the the total number of job items included in the plan, the number of job items that have been used so far, the number of job items that have exceeded the license (extra), and the total value of the license (including any extras). |
| Administration | Misc settings | Added a new 'Sales taxes' tab on the 'Administration/Misc settings' form which allows setting up sales taxes for each individual US state. The sales tax specified here can be set up to be added automatically to customer invoices based on the customer's billing address' state. |
| Inventory | Item types | Added a new 'Cost' column on the 'Inventory/Item types' grid which displays the cost for each item type. |
| Multiple | Multiple | Added the 'Order #', 'Customer' and 'WO number' quick filters next to the 'Filters' button of the 'Sales orders' and 'Purchase orders' grids, similar to the existing quick filters used on the 'Job orders' and 'Price quotes' grids. These filters can be used to more quickly filter the grids based on the order code, customer and work order number. |
| Multiple | Multiple | Added an 'Add new customer' button next to the 'Customer' field on the 'Sales order detail' and 'Price quote detail' forms when creating and editing sales orders and price quotes. The new button allows users to quickly add a new customer without having to access the CRM/Customers' module, similar functionality to the existing button used on the 'Job order details' form. |
| Reports | Customer statement report | Made a slight adjustment to the layout of the printed 'Customer statement' report printable via 'Sales/Invoices' to move the Company info section from the top of the report to the top-left. |
| Multiple | Multiple | The header of the 'Additional info' section from the 'Job order details' form has been slightly redesigned to better visually indicate to usuers that this section is expandable. The names of item groups and item types from the 'Item groups' and 'Item types' grids have been turned into links and clicking on the item group or item type name will automatically open them. |
| Inventory | Item types | Added a new 'Add to inventory' Actions button on the 'Item types' grid and on the 'Item type detail' form which allows users to quickly generate incoming inventory movements for the selected item type without having to open up the 'Inventory' module. |
| Production | Shipping labels | The Shipping labels functionality now also works with UPS-type shipping methods and can be used to automatically generate UPS shipping labels for PIRO Fusion clients that have a UPS account. Also slightly redesigned the 'Shipping labels' grid so that a selection-column is now available, allowing users to select multiple shipping labels at once. Also added a new 'Ship' button on the 'Sales/Invoices' form which allows users to automatically generate shipping labels for the selected invoices and include the invoices on the shipping labels. When invoices belonging to different customers are simultaneously selected, a separate shipping label will be generateed for each customer. The 'Ship' button can only be used on invoices that have not yet been added to a shipping label. |
| Production | Job order detail | Fixed an issue when adding job items and selecting the job item's item type which caused the item type's name to overlap the item type's code in cases where the item type's name had been very long. |
| Administration | Misc settings | Added two 'Rejection item type' and 'Rejection workflow' settings to the price quote job order type accessible via 'Administration/Misc settings/Job types tab/Price quotes'. These options can be used to set up a different behaviour when using the 'Reject and convert to JO' rejection option on price quotes that are in 'Waiting for approval' status which allows the corresponding job order to be generated with a different item type and workflow. The 'Rejection item type' option can be used to specify the item type that will carry over to the job item (instead of the price quote items) upon rejecting the price quote, and the 'Rejection workflow' option is used to specify the workflow that carries over to the job order upon rejecting the price quote (instead of the price quote workflow). |
| Sales | Price quotes | Added a 'Print' option under the 'Bulk actions' button from the 'Sales/Price quotes' grid which allows printing multiple price quotes simultaneously. |
| Import | Multiple | Made a functionality change when syncing Shopify items with PIRO Fusion order items such that the order item's 'Customer SKU' is also taken into account when associating the items between PIRO Fusion and Shopify. |
| Misc | Multiple | Added a new 'Refresh cache' button next to the 'Help' button in the top-right corner of PIRO Fusion which can be used by users to manually refresh the cache. |
| Sales | Sales orders | Fixed a formatting issue with the total row from the 'Items' grid of the 'Sales/Sales order details' form which prevented the total of the 'Total price' column from being separated by commas for values higher than 1000. |
| Inventory | Outgoing consignments | Made several changes to the 'Outgoing consignment' (OC) related functionalities: Added a new 'Return OC' option to the 'Actions' and 'Bulk actions' buttons which can be used to automatically generate a 'Return of outgoing consignment' (ROC) order for OCs in 'Sent' status and add the OC items back to the inventory. Added a new 'Invoice' option to the 'Actions' and 'Bulk actions' buttons which can be used to automatically generate invoices for the selected OCs. Added a new 'Returns' columns to the OC grid which displays the codes of all ROCs generated for each OC. The 'Invoiced' column has also been changed such that it now indicates whether OCs have been Invoiced, Returned, Partially invoiced or Partially returned. The 'Return' button from the 'Invoice detail' form has now been removed such that OCs can only be invoiced via the OC module. |