TRY OUR NEW RELEASE NOTE TRAINING

General

• Added a help icon to most pages with access to related articles, FAQ, videos and forum topics

Customers

• Added Sales Rep search filter on Contacts
• Added tax rate options for additional address

Orders

• Added the print invoice option to display always on Order Search
• Added an icon on search and view that indicates if/when an invoice has been emails or print invoice was generated
• Quick Add
  • added a condensed version of an item for quick entry
• Shipments   Feature Forum Request   Added Enhancement
  • Added a contact drop down and custom text field to shipment addresses
    • Origin will populate with Active Users, default selection will be the receive
    • Billing and Destination  will populate with Customer Contacts, default will be Order Contact
  • Added a Use as Customer drop down to choose which value to send to Shippo and use for shipment generated documents
    • Customer Name will be the default and will use the name of the Customer
    • Location Name will use what ever is in the Locaation/Address Name field

Items

• Add Stock Modal
  • Stylized the modal into a cardview to display the information better
  • Added a filter to view what stocks have available stocks
  • Now display inventory values for each stock
• Shipping Notes will now display for all tabs

Inventory

• Purchase order status will change to sent when an email is sent
• Stock Edit Modal
  • added the ability to create colors, finishes, weights and sizes when creating or editing a stock    Feature Forum Request
• Bulk Remove Stock Tags
  • Added a remove option in bulk actions and change the behavior of the stock import/export
• Track Stock Inventory
  • Changed the system to always track PO’s and stock usage
  • Current Track Stock option will become Inventory Warning to warn of no stock or prevent posting on items with no stock to pull
• Added Item Reservations to add to PO    Feature Forum Request
  • Item View (in or out of edit mode) added an Add to PO button
  • Items will now track the PO’s they are on
  • From a PO you add by an item that is Stock Requires Order (that isn’t on order currently)
  • Stock will automatically allocate when PO is received
• Added the ability to import intital on hand values
• Added an import tool to adjust on hand records

Accounting

• Manually Enter Invoice Date   Feature Forum Request
  • Renamed to Can Manually Enter Invoice Date
  • Will now hold any date the is entered or if left blank will fill with today

Reports

• Accounts Receivable
  • Added bottom totals for Invoice Total, Balance and Paid
• Customer Deposits
  • New report that provides the Customer Deposits as they were up until a specified end date
• Sales by Customer
  • Added totals to Subtotal, Shipping, Postage, Tax and Total columns
• Sales by Sales Rep
  • Added totals to Subtotal, Shipping, Postage, Tax and Total columns
• Stock Usage
  • New report that provides usage information for each stock

Setttings

• Added Budget support  Feature Forum Request
  • Can create budgets for one time, specified periods or open ended
  • Can roll over amounts and include shipping, taxes or postage
  • Can assign to contacts, and customers for admin access
  • Used at an item or online product level
• Added ability to edit attached documents on email records
• Orders/Items Export  Feature Forum Request   Added Enhancement
  • Added Item Cost, Graphic Cost and Shipping Cost columns

Online Ordering

• Added the option to choose your default portal (for orderprintnow.com)
• When logging into orderprintnow.com, user will be directed to their default portal