2021 – July
| Module | Form | Description |
|---|---|---|
| Purchasing & Memos | Multiple | Implemented labor-related functionality for purchase order items and receipt of goods items. The 'Labor type', 'Labor cost' and 'Labor price' fields become available when adding and managing purchase order items and receipt of goods items that have labors enabled on their item types. The labor related information is also shown in the 'Items' grid on the 'Purchase order detail' and 'Receipt of goods detail' forms. |
| Configuration | Custom attributes | Added a new 'Insert attribute into Job memo' setting when managing job order extra custom attributes via 'Configuration/Custom attributes/Custom attribute detail' form. Job order custom attributes with this setting enabled will automatically insert their values in the 'Job memo' field as well when specifying their values via the 'Production/Job orders/Job order detail' form. |
| Sales | Invoices | Made an adjustment on the 'Sales/Invoices/Invoice detail/Invoice item detail' form when managing invoice items such that the quantities related decimal precision is no longer fixed to 2 decimals but is now taken from the item's item group. |
| Purchasing & Memos | Purchase orders | Added a new 'Required items on orders' tab on the 'Purchasing & Memos/Purchase orders' form. The new tab allows users to create purchase orders for existing job and sales order items and also lists information about the job and sales order items such as the order code, customer, job status, order dates, processing service, etc. |
| Reports | Invoice payment receipt | Made a change on the printed 'Invoice payment receipt' form, printed when using the 'Pay & Print receipt' button from the 'Sales/Invoices/Invoice payment' form, such that payments applied to multiple invoices are now printed on the same receipt instead of a separate receipt for each invoice. |
| Multiple | Multiple | Added a new 'Events' tab on the 'CRM/Customer detail' form, which is available for 'Person' type customers. The 'Events' tab can be used to set reminders for important events in the customer's life, such as a birthday or anniversary for spouses, children, relatives or the customer themselves. If the 'Include in anniversary reminder report' option is enabled for an event, then the event will be displayed in a new 'Upcoming customer events' section on the Dashboard, which displays the upcoming events for all customers for the next 7 days. |
| Security | Users | For setups that use PIRO Fusion together with a customer portal it is now possible to assign portal users to portal user groups via 'Security/Users/Portal users/Portal user detail/Groups tab'. Additionally, the visibility of the password for portal users can now be toggled on and off via the 'Show password for customer portal users' admin setting. Also added a new 'Reset password' button on the 'Portal user detail' form, which can be used to reset the password of portal users. |
| Purchasing & Memos | Purchase orders | Fixed an issue which prevented the 'Generate purchase orders from' admin setting from being taken into account to determine the type of orders from which purchase orders could be generated via the the 'Purchasing & Memos/Purchase orders/Required items' tab. Also added a functionality on the 'Items' grid of the 'Required items' form such that order items with custom attribute having the 'Use for comparison' option enabled are now also grouped according to their attributes. |
| Multiple | Multiple | Made a functionality change to the 'Column customization' button from all grids such that the three-vertical-dot-button is now always displayed in the top-right corner of grids, above the scrollbar. This change is meant to bring a more consistent and intuitive user experience when users are customizing their grids. |
| Sales | Invoices | Added a new 'Invoice items generate inventory movements by default' admin setting under 'Administration/Admin settings/General settings/Invoice settings'. When enabled, the 'Generate inventory movement' setting is enabled by default when adding invoice items via the 'Sales/Invoices/Invoice detail/Add invoice item' form. Also added a 'Totals' row at the bottom of the 'Sales/Invoices' form for the 'Value' and 'Balance' columns, displaying the sum of all visible results for this column. |
| Multiple | Multiple | Added a new 'Email' button to the 'Production/Shipping labels' form, allowing users to send an email to customers regarding their shipment's status and tracking number. Also fixed an issue on the 'Sales/Sales orders/Sales order detail' form which caused the 'Back' button to return users to an older version of the 'Sales orders' list. |
| Configuration | Services | The 'Configuration/Services' grid has been redesigned and updated to a new layout to improve performance and user experience. Note that users can now drag and drop services from the list to re-arrange their display order and rank. |
| Purchasing&Memos | Multiple | Implemented multicurrency functionality to purchase orders and receipts of goods, allowing users on multicurrency setups to view costs and prices for purchase orders and receipts of goods in the vendors' own currencies. Multicurrency functionality can be enabled via 'Admin settings/Currency settings/System supports multiple currencies'. |