Product Releases - August 2020
Form Responses - Editable Name
- Form responses now have the ability to have an editable name.
Address Index - Address Type Filter
- On the Address Index page, include a multi-select filter for Address Type.
Sales Order Index - Totals
- On the Sales Order Index, include two additional totals in the coloured boxes, so that we will have 4 for:
- Net Total (Yellow)
- Carriage (Blue)
- Total ExVAT (Green)
- Total Inc VAT (Green)
Projects - Notes Field
- Against a Project, include a 'Notes' field. This would be available on the new/edit modals of a project.
- 'Internal Notes' of a sales orders brought across from the Sales order if the project is generated from one, otherwise it will be blank.
Bug Fix - Dispatches can be cancelled multiple times
If a dispatch is open in multiple tabs it can be voided from each of them, causing erroneous stock movements. This has now been corrected.
New Report - Sales Invoices by Sales User Report
- Report to help breakdown sales commission for invoices raised against sales orders.
Service Job Cards - Credit Note Option
- Against a SJC, we have included an option for 'Generate Credit Note' below the invoice option in the actions menu.
Service Job Card PDF - Asset Serial Number
- On a SJC PDF, the Asset Serial Number field is not being populated, even if the SJC is raised against an asset.
- This should be populated withe the Asset Serial Number if raised against an asset.
Services - Ignore Discrepancy Option
- Against a Service we added an option to Ignore a discrepancy between the service Total and raised invoices.
Job Card Consumed Stock Report - Project Filter
- On this report, included a filter for "Projects". Previously, you could only filter by job cards, but if you are looking to see a breakdown of multiple JC within a project, this was not possible.
Assets - Search Filter on SO Dispatch
- On our asset search, update so that the layout of the search is now on multiple lines, and results are sorted by asset serial number.