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

  • Added an additional widget to the sales order index for list view.

New Report - Asset Details Report

  • Additional details of your assets including sales order and dispatch reference.
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