2021 – February
| Module | Form | Description |
|---|---|---|
| Multiple | Multiple | Implemented Cost functionality to the following orders in PIRO Fusion: Price quotes, Sales orders, Purchase orders, Receipt of goods. These orders now display the item costs in the 'Items' grid of their 'Order detail' form, and the cost for these items now carry over from the item type. |
| Multiple | Item types | Added a new 'Assign exclusively to customer' item type setting, accessible via 'Products/Item types/Item type detail/Misc info tab'. This setting allows assigning item types to specific customers on the customer portal in cases when PIRO Fusion has been linked to a customer portal. If an item type has been assigned to a customer in this manner, only that customer will be able to view it on the customer portal. |
| Multiple | Multiple | Fixed an issue on the 'Job orders, Price quotes, Item groups, Purchasing' lists which caused the filters to be off-set and prevented them from being fully visible on screens using low resolutions. |
| Production | Job orders | Implemented image-pasting from clipboard functionality allowing users to upload images to order and order items from their clipboard. This functionality works on all forms where the drag&drop image functionality is available. |
| Products | Item types | Added a new 'Save and updated all' button on item types accessible via 'Products/Item types/Item type detail' form which can be used to update any subitems having the corresponding item type with the cost and price information from the item type. |
| Products | Item groups | The following item group settings are now enabled by default when creating new item groups via 'Products/Item groups': 'Track quantity by default for item types', 'Track location by default for item types', 'Item types contain subitems', 'Allow variants for subitems', 'Item types can be used as subitems'. |
| Production | Job orders | Added a new 'Metal' column on the 'Production/Job orders' and 'Job order detail' forms, displaying the metal subitems of parent job items. |
| Sales | Sales orders | Added a new 'Pay' button on the 'Sales/Sales orders' form, which can be used to save payments on sales orders. These payments are saved as overpayments in PIRO Fusion, and users will have the option to apply the overpayments to invoices when invoicing sales orders. |
| Purchasing | Outgoing Consignments | Made the following changes to the 'Purchasing/Outgoing consignments' list: Fixed an issue with the 'Invoiced with' column which prevented the invoice codes from being displayed properly in cases where the outgoing consignments had items across multiple invoices. Also added a new 'Invoiced quantity' column, displaying the quantity that was invoiced for each item. Added a new 'Consigned at' column on the 'Outgoing consignment details' form, displaying the timestamp when each item was added to the consignment. |
| Multiple | Multiple | The buttons from the headers of most forms have been visually redesigned for a better user experience. |
| Multiple | Multiple | Added a new 'Ignore sales tax on invoice' setting on the 'CRM/Customers/Customer detail/Financial settings' section when managing customers. When enabled, sales taxes set up to be added automatically when creating invoices are no longer added when creating invoices for the customer. |
| Sales | Invoices | Added a new 'Apply discount to invoices based on payment term' admin setting. When enabled, the functionality of the 'Apply discount' button from the 'Invoices' list remains the same as before and a discount is added to the invoice based on the invoice's payment term. When disabled, using the 'Apply discount' button allows users to manually specify a discount or markup that will be applied to the invoice. Discounts can be specified using negative values, and markups are specified using positive values. |
| Products | Item types | Added a new 'Secondary quantity' column to the 'Subitems' tab of the 'Products/Item types/Item type detail' form when managing item type subitems, displaying the subitems' secondary quantities. |
| Production | Job orders | Added a new functionality when managing job items having subitems with variants via the 'Production/Job orders/Job order detail' form which allows users to change the subitems' variants directly from the 'Items' grid, by expanding the job items' subitems and using the 'Item type' column to select the subitem's variants. This functionality is meant to improve users' experience by allowing them to change subitem variants without having to open the job item in 'Edit' mode. |
| Sales | Payment form | The 'Payment form' when creating invoice payments via 'Sales/Invoices/Pay button' has had its layout re-designed to be more intuitive for users to use. |
| Sales | Invoices | Fixed an issue when using the 'Apply discount' button from the 'Sales/Invoices' form to apply discounts and markups to invoices which prevented the applied discount/markup from being reflected correctly in the 'Total' row before saving the invoice. |
| Administration | Misc settings | Fixed an issue when managing region based sales taxes via the 'Administration/Misc settings/Sales taxes tab' which prevented sales taxes for countries other than the US from being visible. |
| Inventory | Inventory | Added a new 'Metal' column to the 'Inventory/Inventory/Current inventory' tab, displaying the metal subitems of each result (if any). Also fixed an issue on this tab which sometimes caused the secondary quantity to be calculated incorrectly for some results. |
| Sales | Sales orders | Fixed an issue on the 'Sales/Sales orders/Items' tab which prevented the 'Hide processed' filter from working correctly and caused sales order items that had already been converted into job orders to still be displayed in the grid when the filter was enabled. |
| Production | Shipping labels | Implemented a new 'Parcel Pro' shipping method integration which allows setting up 'Parcel Pro' shipping methods and automatically sending out 'Parcel Pro' type shipping labels for setups with 'Parcel Pro' accounts. 'Parcel pro' type shipping methods can be configured via 'Administration/Shipping methods/Shipping methods' tab after configuring a 'Parcel Pro' shipping provider via the 'Shipping providers' tab. |
| Sales | Invoices | Added a new functionality allowing users to change invoice status simultaneously for multiple invoices via the 'Sales/Invoices/Status' button. This can be done by using the checkbox column from the 'Sales/Invoices' list to select the invoices and then using the 'Status' button. Note: for a status option to be available when bulk-updating invoice statuses, all the selected invoices must be eligible to be updated to that status option. |
| Purchasing | Receiving | Added the following features to the 'Purchasing/Receiving' module when managing 'Receipt of goods' (RGs): Added a new checkbox column and a 'Bulk actions' button on the 'Receiving' grid, allowing users to select multiple RGs and performing actions simulatenously on multiple RGs at once, such as deleting multiple RGs or changing their status. Also added an '>' button on this grid, allowing users to expand each RG and view their RG items. Added a new 'Movement category' field on the 'Receipt of goods' detail and 'Add/edit receipt of goods items' forms, allowing users to specify and change the 'Movement category' of RG items. The movement category also carries over to the inventory movements generated by RGs. |
| Security | Users | Fixed several user-avatar related issues when editing users via the 'Security/Users/User detail' form: Uploading an avatar image, deleting it and reuploading a different avatar image prevented the most recent avatar image from being saved. Uploading an avatar while creating new users prevented the avatar from being saved. The 'Add image from gallery' button has been renamed to 'Select image' to make it more clear to users that the button is used to upload image files. |