6th November 2018 - Product Release Notes

Report Updates

(New Report) Job Card Required Stock Summary Report

• Report Section
  • Projects & Job Cards
• Title
  • Job Card Required Stock Report
• Details
  • A report to view the required stock totals for parts in Job Cards..

(New Report) Sales Summary By Customer Report

• Report Section
  • Sales & Enquiries
• Title
  • Sales Summary By Customer Report
• Details
  • A report summarise the sales order totals grouped by customer.

(New Report) Sales Summary By Part Report

• Report Section
  • Sales & Enquiries
• Title
  • Sales Summary By Part Report
• Details
  • A report summarise the sales order totals grouped by part.

General Updates

Keyword Search With Column Sortable Filters

• Update to correct an issue that was appears when a keyword search is applied and the user then attempts to sort the results using the column heading.
  • Contacts Index Page
  • Sales Lead - Mark As Lost Report
  • Enquiry Closure Reasons Report
  • Service Job Card - Stock Consumed Report
  • Service Profitability Report
  • Sales Orders Cancellation Reasons
  • Sales Quote Margin Report
  • Sales Quote Rejection Reasons Report
  • Purchase Order Index

Address Index Page - CSV Download

• Update to correct an issue on the CSV download of the address index to ensure that all records are being shown on the CSV

Sales Forecast - PDF Download

• Update to correct a bug which was preventing the PDF download on the Sales Forecast Index being possible.

Job Cards - Create All Functionality

• Update to the functionality on creation of multiple Job Cards so that the process to create them is streamlined and prevented the duplication of a single Job Card in error.

Service Index Page - Raised By Filter

• Update to include a new filter on the Service Index page for the "Raised By" field against a Service.

Projects Index - Project Stage Filter

• Update to correct an issue with the Project Stage filter that was not showing all the expected results.

Job Cards - Stock Reservation Process

• Update to the functionality of adding stock reservations to a Job Card so that the process is now happens faster and reduces possibly errors in over reserving stock manually.

Revised Sales Quotes - Deleting a Configured Part

• Update to Sales Quotes so that a configured part line item is able to be deleted in a revised quotation without any errors.

Invoicing - Attachments For Emails

• Update in functionality across our Flowlens Invoicing functionality so that it is now in line with email attachments used in other features of Flowlens.