Product Releases - May 2020

Parts Import - Internal Notes Column

On the parts import, update to the template and import script to include the "Internal Notes" field.

Xero - Daily Refresh of Sales Invoices

Update for users of our Xero integration that allows Invoices to be updated from Xero automatically once a day, reducing the need for users to manually update invoice Status' in Flowlens for each individual invoice.

Sales Quotes - Updating Linked Sales Lead

Against a sales quotation, on the edit modal, we have included a field for 'Sales Lead', which is populated with the linked sales lead of the quote or blank if created independently.
This field can be edited by the user, only when the sales quote has a status of 'Draft'
For any other status against the sales quote, this field would be read only and cannot be changed by the user.

Assets - Dispatching Same Part/Different Config ID

Update to assets being dispatched that allow configured assets to be dispatched in different orders, if the user has the permission of Flowlens Admin.

Stock Count Report - Additional Filter

On this report can we add an additional filter for "Track Stock" Y/N, which will default to Yes, so that part shown on this are only those that need to be part of the stock valuation.

Stock Taking Feature

Keeping an accurate count of stock is vital when it comes to making decisions about purchasing stock / inventory. Customers asked us to provide a solution that is simple to use. Integrity of data is also essential, so that users, particularly those involved in making purchase decision can trust the information.
The Flowlens stock-taking software tools make your monthly / quarterly / half yearly stock-takes a lot easier. And, you can review previous stock-takes easily.

Sales Order Index - Additional Widget

New Report - Asset Details Report