25.12

Table of Contents

What's New

Recipe Editor Garment Section Improvements

Added Inventory Ledger to Material Details 

Ship Date Automation

Currency Symbol Internationalisation

Added Subject Templates Email Defaults

Generalisation of Order and Order Line Re-Processing UI

Main App and Client Portal File Upload Improvements

Added Courier Name and Tracking Number placeholders for Despatch Advice Emails

Added Portal Quote/Order must have been Emailed/Released in addition to Client Visible

Added details of Rework Orders related to an NCR to the NCR Report

Added default address for Xero company export if not selected

Added Portal Minimum Order Value settings

Added Tag editing popup in the Company List view

Added Quote Approval Email Expiry Days override and cleaned up Settings > Business

What's Fixed

Fixed edge case where null line quantity causing MYOB/XERO Export issue

Fixed issue with single qoutes in company and contact name when adding a company

Settings > Tooling Usability Improvements

Fixed issue with Delivery Multi-Address Upload in Orders

Fixed issue with Contact Email Addresses (multi-address)

Fixed Despatch Advice Email Content Issue

Fixed issue with PO Number not visible in Quote Approval communications

Fixed issue with Material Markup Price Table display

Fixed issue with client portal cart convert to order date entry

Fixed issue with Quote and Order Line Files upload

Fixed issue with Company > Products > Pricelist editing

Fixed issue with Settings > All Recipes view

Fixed duplication of company name in Mobile - Despatches by Company

Recipe Editor Garment Section Improvements (optional feature) - BETA    25.12.1 

Companies who work with Garments (T-Shirts/Hoodies etc.) have specific requirements particularly in the area of Stock Keeping Units (SKUs) and related Sizes which creates a matrix of size/style requirements. We have added an optional system for these companies to easily manage these requirements in their workflow.

This is still in Beta, so please reach out if you are interested.

Inventory Ledger (optional feature) - BETA    25.12.1 

We have added a new Inventory Management backend. There are now two options here, the default is basic inventory management. The new more advanced option, still in beta, handles unit conversions in both receivals and use in addition to resevations etc. If you are interested in this module please reach out.

Ship Date Automation    25.12.1 

Recently we added the Ship Date field in Orders to allow specifying the date an order must ship in order to meet the Due Date. We have now added optional automation to set this date similar to what has existed for a long time with the due date. 

This is modified in the Settings > Business area as shown below. The value is the number of days after the Order Date that the ship date should be automatically set to. If not set here, the value will default to Not Set.

Currency Code Internationalisation    25.12.1 

We have now added the first step in currency code internationalisation across all document types. This is managed in the Settings > Business view as shown below. Note that both Currency and Region should be set to ensure correct functionality. This setting will override the default $ symbol for all document types (quote, order etc.) along with related reports.

Added Subject Templates Email Defaults    25.12.1 

We have added Templating of of the Subject line in addition to some further placeholder additions for email defaults for all document types. This is accessed in Settings > Lists > Email Defaults. The placeholders, e.g. __ORDERID__ are replaced on the fly when the email dialog is shown. You can still override the default by editing the Subject and Body fields as required in the Email Dialog.

Generalisation of Order and Order Line Re-Processing UI   25.12.2 

The optional UI elements for re-processing Orders and Order Lines for Enfocus Switch have been generalised to also work for OneVision in the same way. Buttons and messages have been modified to use 'Automation Engine' in place of previous 'Switch' references. The underlying functions operation the same regardless of the automation engine used.

Main App and Client Portal File Upload Improvements  25.12.5 

The backend file engine for both the main app and client portal has been updated to increase file upload size and stabilty of uploads.

Added Courier Name and Tracking Number placeholders for Despatch Advice Emails   25.12.6 

Added placeholders for the despatch advice email content to show Courier Name and Tracking Number in the email content.

Added Portal Quote/Order must have been Emailed/Released in addition to Client Visible  25.12.8 

Added settings to optionally, additionally require a quote to be emailed [2] or order released [4] in addition to the Force Client Visible [1, 3] settings being present to show in the portal if not created from the portal.

Added details of Rework Orders related to an NCR to the NCR Report  25.12.9 

Added rework order ids to the NCR Printed Report for easier reference.

Added default address for Xero company export if not selected    25.12.13 

Added check for first address if no accounts address is selected when exporting a company to Xero.

Added Portal Minimum Order Value settings  25.12.14 

We have added a hierarchy of settings to enforce minimum order values in the client portal. These settings can be applied at the global level (all portals) in Settings > Business > Portal Settings, and at the Head Office Customer or Individual Customer level in the Customer > Profile view.

Added Tag editing popup in the Company List view  25.12.14 

Added editing of Company Tags in the main company list.

Added Quote Approval Email Expiry Days override and cleaned up Settings > Business 25.12.14 

Added a setting to override the default of 14 days for quote approval email expiry and cleaned up the Settings Business page, grouping similar settings.

Fixed MYOB/Xero Export Edge Case    25.12.1 

We have resolved an issue where a line qty showing as zero but actually a null value was blocking exports.

Fixed issue with single quotes (apostrophe) in company and contact name    25.12.1 

We have fixed an issue where Company and Contact names in the Add Company wizard were being flagged as invalid if they contained a single quote/apostrophe even though the error message said they were allowed.

Settings > Tooling Improvements    25.12.1 

There have been general improvements to usability applied to the Settings > Tooling section with a move to the new in-grid editing system we are rolling out across the app over time.

Fixed issue with Delivery Multi-Address Upload in Orders    25.12.1 

Fixed an issue where uploaded delivery addresses are not applied in orders correctly.

Fixed Issue with Contact Email Addresses    25.12.1 

Fixed issue where contacts could not be added or edited to have email addresses containing multiple emails e.g. test1@test.com;test2@test.com.

Fixed Despatch Advice Email Content Issue   25.12.2 

Fixed an issue where the existing employee footer content was interfering with new dynamic email content options. 

Fixed issue with PO Number not visible in Quote Approval communications   25.12.5 

Fixed isse where the PO Number, if entered, in the Quote Approval workflow was then not present in notes or emails.

Fixed issue with Material Markup Price Table display  25.12.7 

Fixed issue where material markup pricelist rows were not displayed.

Fixed issue with client portal cart convert to order date entry  25.12.9 

Fixed an issue with client portal cart convert to order function not accepting requested due dates.

Fixed issue with Quote and Order Line Files upload  25.12.10 

Fixed an issue where line file uploads were failing with Session Expired error.

Fixed issue with Company > Products > Pricelist editing 25.12.11 

Fixed an issue where when editing a Product from within a companies list of products the pricelist was blank.

Fixed issue with Settings > All Recipes view 25.12.13 

Fixed an issue where the all recipes list did not render correctly.

Fixed duplication of company name in Mobile - Despatches by Company 25.12.14 

Fixed an issue where in the Mobile > Despatches > Despatched by Company view the Company name was repeated for each despatch.