THE LATEST PRODUCT UPDATES

There’ll be less confusion and fewer errors on the status of your credits with this update, which links your Credit transactions to the relevant Sales Invoice. 

When you view an invoice, you’ll now see a ‘Credits’ tab that indicates how many credits you have for that invoice. Simply click on this tab to see the stage your credit is at – returned, not returned, or incomplete. 

To streamline your quoting and billing process, you can now display totals in your customers’ currency on quotes, invoices and orders.  

They may be minor, but these updates could be just what you need to make your everyday tasks easier:

• Sales Orders – New Related Credits Tab. Your credits will be automatically linked to this tab if they are connected to an invoice from the same sales order, and the tab will display information such as status, value and whether stock has been returned.

• Settings – Turn off Automatic PDF Downloads According to Transaction Type. You’re now able to select whether you want to automatically generate and download transaction documents. Head to your Company Settings, where you’ll find toggles to easily select your preferences under Print Settings.

See ‘More info’ below for a complete list and details of the latest enhancements in the Change Log.

This update lets you create shipments for multiple sales orders in one go – streamlining your order processes and saving you time. 

It’s easy – head to the View Sales Order screen and select the new Create Shipments option from the bulk action cog, and this will create a parked shipment for the sales orders you’ve selected. 

This update gives you greater control over your sales orders by letting you set a minimum order value that triggers a pop-up warning.   

Head to Settings > Company, and click on the Configuration tab to set your minimum order value. This then triggers a warning when users attempt to complete a sale, or convert a Quote to a Sales Order, below your minimum value.

Doc Designer has had an update; you can now import customs data into most of your document templates. This is useful if information like EORI numbers are relevant to any of your existing workflows or documents.

Create statuses for your Sales Orders to suit your workflow and how you wish to view and manage your orders. Create your statuses in your settings and bulk update them in your Sales view.

You will likely already be familiar with how you can assign templates against customers for quotes, orders, invoices and packing slips. You can now do the same for Ship Note templates — the designated template will automatically populate when you ship products out to the respective customer.

You can now create a template for your Combined Picklist in the Doc Designer. This document can also be printed in the bulk action cog in View Sales Orders.