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Releases | Savance Enterprise

Version 8.5.156 (4/22/2016)

Accounting

  • Ledger account posting defaults enhancements
  • Improved the display for the ledger accounts list
  • Invoicing screen enhancements
  • Now shows the margin per shipper
  • Reconciliation process optimized for speed
  • Purchasing limit and credit limits now can be set for jobs
  • Record deposits fixes

Inventory Control

  • Rebate manager enhancements
  • Contract manager enhancements
  • Pricing manager redone
  • Inventory import performance improvements
  • Customer alias part number groups
  • Better sell quantity enforcement with finer controls

Purchasing

  • Added delivery methods for printing, e-mailing, and faxing during PO conversion

Order Entry

  • Sales representatives can be customized per order

Warehouse Management

  • Warehouse ranking now available

Reporting Engine

  • New ledger reports

Other

  • Microsoft .NET updated to version 4.0
  • Customizable templates for system e-mails and alerts
  • EDI enabled for 844 Rebate, 850 PO, 855 POACK, & 997 FUNACK

Version 8.0.172 (10/28/2015)

Accounting

  • Addressed an issue with the account filter in pay bills
  • Added an option to Show in Reconciliation for ledger accounts
  • Excluded voided payment history
  • Record deposits screen was enhanced
  • Fixed an issue with queued documents
  • Added a receive money default payment setting
  • Fixed a deposit rounding problem
  • Addressed an error when trying to create a bank ledger account
  • Fixed a mistake with credit card numbers
  • Added a deposit applied column in receive money
  • Added profit on invoices
  • Fixed a printing issue with statements
  • Fixed an issue where the electronic copy of the invoice wasn’t opening
  • Disallow disabling ledger accounts or bank accounts when they are the default
  • Applied a fix for bank transfers
  • Group by lot price and order line items when printing invoices
  • Added a security setting for invoicing
  • Added discount expense to ledger update

Inventory Control

  • Fixed an issue with suspect items
  • Fixed an issue with the suspect on hand bin
  • Fixed import line items for non inventory items
  • Addressed an issue where non taxable items are marked as taxable
  • Fixed an import to master issue
  • Addressed where the part number was truncated and column price update failed
  • Use unit amount when overpicking
  • Fixed a mass maintenance issue when searching based on dynamic item group
  • Added column 6 price in the price break profiles
  • Added better sorting when inventory searching
  • Fixed issues with saving a custom description
  • Fixed clipping on items
  • Added protection when two users are picking at the same time
  • Use parameterized inventory groups
  • Fixed where selecting the warehouse in the admin gave an error message

Purchasing

  • Addressed an issue with the open PO warehouse filter
  • Fixed an issue with the target fill rate
  • Fixed an issue where searching manufacturers returned other data
  • Applied critical purchasing fixes for normal orders
  • Fixed the create one RFQ for all setting that was not working correctly
  • Fixed an issue in process back orders and undeposited payments

Order Entry

  • Cash registers were redesigned
  • Addressed an issue where queue to send wasn’t working for point of sale
  • Added the lot cost
  • Added the auto apply lot price feature
  • Added the print prices on RMA setting
  • Fixed a feature where the wrong tax code was being selected
  • Corrected merging of order transactions applied from line items

Warehouse Management

  • Fixed warehouse inventory entry for the warehouse building queue
  • Added extra fields for the warehouse building queue
  • Added warehouse building template rules
  • Return average cost for warehouse item pricing
  • Added the ability to use MapQuest for addresses
  • Added the ability to use Google Maps for addresses
  • Changed the layout of the warehouse manager overview

Reporting Engine

  • Added customer checks on the check summary report
  • Addressed an issue with the tax report not displaying
  • Made the filter on the Inventory Valuation Detail report easier to understand
  • Added the credit card by salesman report
  • Allow the ability to create sub-reports
  • Fixed an error on generating tax on the invoices report
  • Added the invoicing summary by customer report

Handhelds

  • Enhanced the search ability

Other

  • Fixed the initial balance setting
  • Fixed barcode scanning
  • Optimized overall performance
  • Limited returned results from type ahead
  • Start using the cost in inventory valuation
  • Line items are now narrower in height
  • Fixed issues with taxes
  • Return average cost and last paid cost
  • Fixed an issue with duplicating account search
  • Fixed licensing issue
  • Added a new logo and cleaned up the fonts
  • Disallowed the ability to create duplicate tax codes
  • Updated DevExpress licenses
  • Allow searching users by salesman
  • Added the account phone for contracts import
  • Order by priority of the blanket

Version 8.0.160 (8/12/2015)

Accounting

  • Added Require PO Number Setting in Account

Inventory Control

  • Fixed issue where making changes in Manage Mfgs and closing the window caused changes not to stick
  • Added Line comment to ItemManager inventory types
  • Fixed duplicate items

Purchasing

  • Fixed Quantity not being updated from CP Wizard
  • Fixed issue where it creates a new transaction rather than using the old transaction in the case of a pending charge

Order Entry

  • Disable the SellQuantity text box when it's not relevant
  • Moved the label for don't print
  • Strike zero qty line Items after creating no Line Item
  • Fixed pick less when saving the shipper with picked quantity less than previous picked
  • Fix the sequence for newly created Line Items
  • Use back order option without unlocking the order
  • Don't change tax code on account change if will call and setting for using tax code on will call is on
  • Fixed tax code not changing and locked shipto in case of will call
  • Use Order Shipper Header Term info if order is not there
  • Handling backorder bin counting in POs
  • Added do not print prices for RMAs
  • Moved the order number so it doesn't interfere with the job name
  • Fixed issue if you don't specify an account for POS yet it's checked in the settings, when the new quote is opened POS is not checked
  • Don't send emails with empty to address field and check when sending if there is an email present
  • Always print prices for cash sales, regardless of the account setting
  • Fixed issue with RFQ not generating for NSB
  • Check for shipped items when creating an RMA from an Order
  • Load Tax Code for selected Ship to Address
  • Display message when trying to return a quote
  • Check NSB at conversion
  • Fixed error when creating RFQ From Order with NSB Items
  • Fixed - NO Vendor - being displayed rather than the default vendor
  • Fix issue where Kit sub items are not loading properly in RFQ Form
  • Use TaxCode for Shipto Address "and Use the Account Tax Code if Shipto TaxCode is inherited
  • Fix issue with quote/order conversion

Other

  • Added terms and conditions URL
  • Fixed check links not working
  • Warning about account reps when deleting or disabling users

Version 8.0.145 (6/6/2015)

Pricing

  • Add Ability to create a contract that applies to all items
  • Add reporting type to contracts
  • Fixed TBD being displayed on non-zero prices
  • Fixed issue of being about to save a Kit without having any items in it

Inventory Control

  • Fix issue when closing Manage Item Locations causing an error
  • Fixed "Error in Processing" error during Customer Inventory Alias Import
  • Fixed issue where Custom and Long Description changes in Item manager would not properly take
  • Fixed issue where entering Legacy Info and Classifications did not properly go set while adding new part number
  • Fixed issue where entering fields in product info would not properly save through the New Inventory Wizard

Purchasing

  • Added filtering to critical purchasing
  • Fix adding new line item to direct PO
  • Fixed issue of being able to create PO for no Vendor
  • Auto printing in POs will no longer use the Remit To Address in the printout
  • Allow Auto Populated PO Number to be changed
  • Fixed issue where POs that have been put away can be reverted causing the bill to have a negative balance
  • Fixed issue in PO where the Qty Broken Value is getting applied to all line items

Purchasing

  • Better alias search
  • Fixed issue where searching by exact match is active and auto find closest is inactive it still auto finds
  • Fixed an extra page issue and added lines between items
  • Fixed non inventory items making the order not complete
  • Fixed issue when converting, posting to loaded+ and then unlocking the order it was unlocking second row
  • Fixed issue where unreleasing a shipper wouldn't create a direct shipper from Force Out Release
  • Fixed issue where it checks for shipvia for rmas
  • Fixed number of decimal places in displaying prices and costs
  • Skip order line items when editing if non inventory
  • Fixed payment type "Write Off" from showing up in the cash register summary
  • Added NSB lines to an existing order
  • Fixed so PO has items in the same order as the quote/order
  • Fixed editing an order that has linked items to update the linked PO
  • Added setting to change default order name to Job/Release number + date
  • Fixed error when viewing print preview for a quote that has more than 1 page
  • Doing a Save As to a PO with a linked order will no longer copy the links as well
  • Fixed issue where send column would uncheck sporadically
  • Hide nonInventory Items when forcing out releases

Warehouse Management

  • Create default warehouse bins upon creation of a new warehouse
  • Removed Delete Release from releases grid in Warehouse Manager
  • Fixed issue where deleting a new warehouse will display open order records of other warehouses

Reporting Engine

  • Now allows for custom reports in the Generate Counting Report form
  • Allow reports to have no default filter
  • Put more details in the report export prompt that asks if the user wants to include the data source
  • Made it so that the user can access the Scheduler while editing or previewing a report
  • Cash sales are no longer omitted from the commission reports
  • Fixed issue in Rebate Details Report - Incorrect vendor name

Other

  • Fixed issue with incorrect user name displaying on reprinted invoices
  • Fixed issue where Imported Customers were not coming up in search
  • Made the part number field larger
  • Added message when creating a bill for a remit vendor
  • Create default Tax Code
  • Made sure Print Parameters were aligned

Version 8.0.90 (5/19/2014)

Accounting

  • Fixed an issue where the bill amount was incorrectly shown in Unit Cost.
  • Vendors payments now list the credit amount.
  • Fixed an issue with zero balance bills.
  • Addressed an issue with displaying a statement as a line item.
  • Added a bill type column and filter.
  • Fixed issues with the color legend and description in Receive Money.
  • Removed the on-hold legend.
  • Defaulted the payment history search to one week prior.
  • Added functionality to automatically generate an invoice after shipping changes.
  • Addressed some issues with creating and refreshing rebates.
  • Added the ability to write off a payment.
  • Moved payment history to accounts receivable.
  • Added an all customers option to rebates.
  • Enhanced accounts payable.
  • Fixed a freezing issue when pressing the tab key in the CID field.
  • Fixed a visibility issue with the last column in receive money.
  • Fixed the broken search for the account name and account number fields on the payments and refunds screen.
  • Added the functionality to refund a customer credit.
  • Fixed an issue with selecting all invoices.
  • Addressed issues with the clear button in receive money.
  • Fixed the error message when clicking on the batch icon in receive money.
  • Added a new bill type called debit memo.
  • Fixed an issue in receive money where the prompt to unlock a release was popping up twice.
  • Added the ability to generate statements and receive money based on job name.
  • Replaced the combo box with the type ahead feature on the write checks screen.
  • Added a discount amount column.
  • Added a feature to be able to specify ledger defaults for bills without a PO number so that it can be used when entering a bill and writing a check.
  • Implemented edit and show invoice security objects.
  • Added the ability to revert a customer credit that has already been applied.
  • Replaced the ledger combo box with the type ahead feature.
  • Added functionality to choose a ledger account when writing off something.
  • When receiving money, added the ability to write off an underpayment.
  • Addressed an issue with generating statements for cash accounts.
  • Fixed an issue where invoices were being printed for RTVs.
  • Fixed an issue where checked invoices were cleared in receive money when the find by invoice number function was used.
  • Added a setting in statements to include cash accounts and defaulted it to being checked.
  • Fixed credit card validation issues.
  • Added the ability to cancel credits from the credit history screen.
  • Added standalone payments and refund receipts.
  • Resolved the issue where clicking on a contact in receive money returned an error message.
  • Fixed term issues on unpaid invoices.
  • Added a standalone payment and refund option.
  • Added customer payment and refund security objects.
  • Disallowed the entry of negative values to some adjustment entries on the invoice, such as miscellaneous charge, service charge, etc.
  • Added the ability to print remittance advice and checks from vendor payment history.
  • Added a filter to show voided payments.
  • Added the ability to search by reference number.
  • Implemented the type ahead feature for the vendor name in bill history.
  • Fixed an issue where reversing a credit on an RMA was not reverting the ledger transactions.
  • Added an icon for the deposit history screen in the accounting manager.
  • Added the ability to edit a bill when clicking on a bill number.
  • Restricted the ability to write a check on a voided payment and void it again in bills.
  • Added functionality to display a deleted payment with strike through text.
  • Added a column to show the source of the credit.
  • Added the ability to specify a printer when queueing statements for printing.
  • Defaulted the bill history search to all.
  • Added the bill number, change discount, update discount, and due date when an invoice date is changed.
  • Added the ability to initiate a search with the enter key while the focus is in the date range.
  • Handled ledger transactions after editing the price in a PO if any receiver is posted to the received status.
  • Added the ability to search by check number.
  • Implemented security settings when viewing credit card info.
  • Fixed an issue in bills where adding an expense changed the due date.
  • Fixed an issue where unchecked bills were being paid.
  • Fixed an issue with renaming ledger accounts.
  • Added the ability to refund using credit.
  • Added a new bill type called debit memo.

Pricing

  • Added a new contract type called grouping blanket.
  • Addressed an issue in the item manager where all previous changes were lost when modifying a formula.
  • Added the column 6 price to mass maintenance.
  • Fixed an issue with renaming the user defined cost column names.
  • Added the discount code to mass maintenance.
  • Added the ability to import items to an item group, just like a price sheet.
  • Added the ability to change the price and cost after conversion.

Inventory Control

  • Resolved an error when creating a new item.
  • Fixed the Overstock Optimizer so it doesn’t hang when there is no data present.
  • Added the ability to associate a default vendor with each new manufacturer.
  • Added a new button to open the suspect on hand queue.
  • Added the ability to change the inventory type from mass maintenance.
  • Added the ability to edit the type of an inventory item.
  • Added additional inventory fields.
  • Fixed an issue with adding multiple items in the inventory manager.
  • Fixed issues with creating new inventory items.
  • Addressed issues with loading and removing kits.
  • Addressed issues with searching inventory master.
  • Fixed issues with right-clicking in counting.
  • Added the ability to print reports from a count.
  • Fixed the issue where the warehouse log was not opening in counting.
  • Added the ability to modify an existing part number’s UPC.
  • Fixed an issue with changing the location in counting.
  • Added warehouse settings for automatic posting and invoicing of non-point of sale orders.
  • Fixed a counting issue with posting an item twice.
  • Made it so a location with zero items is considered counted.
  • Fixed issues with locations that are assigned to counts.
  • Fixed a counting issue where acknowledged items were disappearing if it was counted.
  • Changed the default column sizes in counting.
  • Fixed an issue with counting items that exist in multiple locations.
  • Added functionality for auditing how the on hand change value is being calculated in counting.
  • Fixed an issue where the clear all item counts button wasn’t working.
  • Fixed a counting issue where the discrepancies/uncounted value was displaying the incorrect value.
  • Restrict the ability to create two counts with the same name.
  • Fixed an issue with the cancel button on the assign scanners/counters screen.
  • The on-hand change inventory value has been split into two values, count variance and activity variance.
  • Changed counting so that the default filter only shows active counts.
  • Optimized the refresh after making a count.
  • Fixed the counting screen so that right-click options aren’t displayed in white space.
  • Added functionality to enter manual counts.
  • Fixed an issue in counting where child locations were not being read.
  • Addressed the issue where adding a new inventory item wasn’t adding the item to a warehouse inventory record.
  • Added the inventory type to the inventory lookup search screen.

Purchasing

  • Fixed purchase order navigation issues.
  • Fixed a purchase order issue where the quantity broken value was getting applied to all line items.
  • Made changes so that canceling a PO does not cancel the corresponding linked order.
  • Fixed an issue with building vendors.
  • Made purchasing optimizations.
  • Added the ability to pick from the vendor’s available addresses in a vendor return.
  • Added a purchase order user control.
  • Fixed an issue with creating RFQs.
  • Addressed vendor address parsing issues.
  • Addressed an issue with the vendor name was incorrectly being changed when tabbing through the header fields.
  • Made fixes in critical purchasing.
  • Fixed an issue where double RMA receivers were being created.
  • Restricted the use of duplicate friendly names for vendor addresses.
  • Added functionality to automatically generate the vendor number and vendor alpha if it is not entered when creating a vendor.
  • Fixed an issue where the vendor city was not being loaded.
  • Made it so that RFQs do not get assigned a PO number before conversion.
  • Restricted the conversion of all linked RFQs attached to a direct order.
  • Addressed an issue where non stock build items were sometimes not being built in purchase orders when the PO is unlocked and the item is added.
  • Order Entry

Order Entry

  • Fixed order tax calculation.
  • Addressed a non-stock build item exception.
  • Fixed an issue where the kit details menu entry on a line item did not appear when you closed and opened an order.
  • Created a notification when changing the ship to or bill to address when the status of the order is already loaded.
  • Addressed an issue with adding new line items after unlocking an order.
  • Added additional kit features and fixes.
  • Added functionality to automatically save an order when creating an RFQ from an order.
  • Addressed an issue where RFQs were incorrectly being generated when clicking the generate RFQ/PO button on an order.
  • Fixed an issue where the e-mail address was not being carried over to an order when selecting a person from the contact list.
  • Fixed an issue where cash orders was doing a check on the customer credit limit.
  • Restricted the use of duplicate friendly names for account addresses.
  • Addressed an issue where a newly created customer was not coming up when searching in the account manager.
  • Fixed an issue with the YTD statistics displaying incorrectly for new accounts.
  • Fixed an issue with the default ship to state setting.
  • Added default settings to the RMA return type method.
  • Restricted the use of freight, service, and discount on RMAs.
  • Added point of sale settings to the RMA method.
  • Addressed an issue where the default returned item status was not being used.
  • Added freight on board to the order table.
  • Fixed an issue where disabled users were able to be selected as the salesperson of an order.
  • Fixed the issue where selecting the close list from the owner field caused the application to crash.
  • Made the miscellaneous charge visible in the RMA summary tab.
  • Restricted the ability to pick customer credit for cash accounts within RMAs.
  • Fixed an issue where a customer return would not convert to an RMA.
  • Addressed an issue where non stock build items were sometimes not being built in orders when the order is unlocked and the item is added.
  • Added functionality to the margin manager to allow you to specify the order total and have it figure out what margin to use for each item to get that total.
  • Added logging for refunds.
  • Added credit history to the account manager.
  • Added functionality to not print pick tickets for credit sales.
  • Added security objects for the new and delete function of the account manager.

Warehouse Management

  • Disabled the quantity shipped and set it with the order quantity in the case of non-inventory items.
  • Fixed an issue when pressing the Label Printing Manager button.
  • Added an open receiver button.
  • Added the ability to set the default warehouse in warehouse administration.
  • Populated the state pulldown in the warehouses tab.
  • Addressed issues with counting.
  • Applied a fix for sending stock replenishment.
  • Fixed a memory leak associated with label printing.
  • Fixed an issue with auto putaway.
  • Added the ability to print a location label in location management.
  • Addressed an issue where the text of the first row was not visible in location management.

Importing Engine

  • Optimized inventory import for better performance.
  • Added TSImport and TSList.
  • Added a new form to manage manufacturers and vendors.
  • Optimized the inventory update log cleanup.
  • Addressed issues when comparing master to local during the import process.
  • Cleaned up the warehouse inventory import.
  • Added the option to set the import directory path.
  • Added functionality to import manufacturers.
  • Matched column names with those in the inventory manager.

Reporting Engine

  • Added the ability to import and export SQL files in the reporting engine.
  • Added the ability to select optional fields to be displayed on a report.
  • Fixed an issue where opening the reporting engine would make it crash when generating counting reports.
  • Fixed the issue where cancelling a report while it is generating caused the application to stop responding.

Handhelds

  • Added the ability to restore a deleted item without sending the obsolete status.
  • Removed inventory items from old locations when changing the location and recounting.
  • Fixed issues with label printing.
  • Fixed an issue where web requests were being dropped randomly.
  • Added a warehouse setting for automatic posting and invoicing of non point-of-sale orders.
  • Fixed an issue where already counted items and inactive items were not being displayed.
  • Fixed duplication issues with counting.
  • Fixed issues with not assigning a location in counting.
  • Added the option to remove guided counting.
  • Fixed issues pertaining to multiple selection and multiple search.
  • Applied fixes for selection barcode training.
  • Fixed issues with sorting the counting form.
  • Added a missing print new label checkbox.
  • Fixed an issue where selecting a location brought up a different location.

Webstore

  • Fixed an issue where the part number search filter information was not displayed when performing a search within your favorites.
  • Added CAPTCHA to the new user creation process.
  • Disallowed the creation of duplicate usernames with different passwords.
  • Added SSL support for specification sheets.
  • Added SSL support for inventory images.
  • Added scrollbar support in Internet Explorer and Mozilla Firefox.
  • Fixed an issue where a user was being logged out during a timeout, even though the remember me box was checked.
  • Modified web quotes to have them use the new bill to and ship to addresses.
  • Fixed a breadcrumb issue when navigating from a web quote.
  • Fixed an issue with Internet Explorer and Mozilla Firefox where breadcrumb links were not showing as underlined.
  • Fixed an issue where alternate items did not show the breadcrumb of the real item.
  • Fixed Internet Explorer 8 & 9 compatibility issues.
  • Fixed an issue where the category dialog box overlapped the product menu.
  • Fixed a breadcrumb issue pertaining to product categories.
  • Added additional JQuery and CSS libraries.
  • Added all the the available breadcrumbs in a form of product categories of the selected item of the product detail page.
  • Made it so that the the PDF URL of the real item is retrieved for alternate items.
  • Fixed the broken sub-menu display when viewing in Internet Explorer 10 or higher.

Mobile Webstore

  • Fixed an issue where the address was not being changed when the account is changed.

Other

  • Addressed SQL Server 2008 performance issues.
  • Addressed an issue where the application would freeze when forced exiting.
  • Removed unneeded Array functionality.
  • Removed the business system pulldown from the sites tab.
  • Added a more aggressive client reconnection to the server.
  • Improved handling of different client disconnection scenarios from the server.
  • Fixed numerous tab order issues.
  • Fixed numerous grammatical and spelling errors.
  • Addressed Savance Server e-mailing issues.
  • Added prompts when re-sending an e-mail or fax.
  • Cleaned up unnecessary database calls when opening a purchase order.
  • Addressed screen cutoff issues when using the display resolution of 1024x768.
  • Optimized many stored procedures in the database.
  • Eliminated scenarios where a stored procedure was being called too many times.
  • Removed unnecessary table columns in the database.
  • Added necessary table columns in the database.
  • Added additional table columns pertaining to kits.
  • Put the params in the database.
  • Increased the size of the state column to accommodate longer state names outside of the USA.
  • Fixed database escape character issues.

Version 8.0.9 (10/21/2013)

Major Feature Additions

Accounting

  • Accounts Receivable
    • Invoicing
    • Open invoice management
    • Assessing finance charges
    • Generating statements
    • Overhauled customer management
    • Refunds and custom credits
    • Receiving payments
    • Statement generation wizard
    • Account rep management
  • Accounts Payable
    • Entering bills - with or without a PO
    • Paying bills
    • Vendor returns
    • Vendor rebate management
    • Overhauled vendor management
    • Writing checks
  • Banking
    • Recording deposits module
  • General Ledger
    • Ledger management
    • Reconciliation
    • Customizable posting accounts per vendor and customer
  • Reports
    • Audit Trail
    • Balance Sheets
    • Chart of Accounts
    • Customer Balance Detail
    • Customer Balance Summary
    • Profit & Loss
    • Transaction Detail
    • Trial Balance
    • Undeposited Payments
    • Vendor Balance Detail
    • Vendor Balance Summary
  • Commissions
    • Ability to track advanced commissions with commissions plans
    • Simple commissions at the account level
    • Reports associated with commissions
  • General
    • Terms management
    • Tax management overhaul, incl. the ability to create tax groups to support multiple tax codes at once

Pricing

  • Complete overhaul of Pricing logic
  • Promotions
  • Discount groups
  • Volume level pricing
  • Formula based pricing
  • Column 6 price
  • Best price and best cost settings
  • Support for price sheets in Contracts, Promotions, and Discount Groups

Inventory Control

  • Complete overhaul of the Item manager
  • Complete overhaul of mass maintenance
  • New item rules - Ability to control default parameters for new items created in the system
  • Item revision history - Ability to roll back changes to inventory items if necessary
  • Overstock optimizer module
  • Item groups - Ability to group items and use those groups throughout the product
  • Ability to control the cost displayed when purchasing as well as when selling
  • Addition of 5 user defined costs
  • Addition of 5 user defined classifications
  • Ability to control pricing at the warehouse level
  • Kitting
    • Standard and phantom kit support
    • Ability to see kit details in a quote/RFQ by right clicking
  • Inventory valuation module - Real-time valuation tracking
  • Alias part number support
  • Substitution part number support
  • Complementary part number module

Purchasing

  • Adoption of fill rate based safety stock inventory control method
    • Purchasing rules module
    • This module allows you to control your purchasing parameters automatically based on user defined parameters
  • Forecasting module - Allows you to predict future weeks purchasing requirements based on daily average usage to help the purchasing person make more intelligent purchases to make vendor minimums
  • Critical purchasing overhaul
    • Allow buyers to be assigned to different vendors
    • Support for ordering days

Order Entry

  • Addition to the OE Sidebar module
    • See complementary items when quoting and easily see the price and add to the quote you are working on
    • See substitution parts when quoting and easily swap out the item with the substitution part with the click of a button
    • See the last 5 prices and more
    • See the price source and if there are available price breaks. This information is saved with the quote/order forever so at anytime you can see where a price came from.
    • See inventory notes
    • InBasket received a facelift
  • Point of sale additions, including the ability to refund a credit card charge
  • Added support for PO Now

General System Features

  • System wide notes module, with the ability to add notes in the following areas:
    • Customer account management
    • Vendor management
    • Inventory
    • Sales order entry
    • Purchasing
    • Importing wizard
    • Invoicing
    • Billing
  • Alerting Engine (sent via email) - Customers:
    • Credit limit reached
    • Soft hold
    • Hard hold
    • Open invoices eligible for finance charge
    • Finance charge assessed
    • Shipping notifications
    • Account inactive
    • Outstanding balance older than x days
  • Alerting Engine (sent via email) - Vendors:
    • Credit limit reached
    • Finance charge assessed
    • Receiving
    • Outstanding balance older than x days
  • Queued document printing/sending module
  • All prints are now rendered from the server instead of the client

Importing Engine Additions

  • Discount Groups
  • Ledger Accounts
  • Price Sheets
  • Promotions
  • Tax Codes
  • Terms

Webstore

  • SEO enhancements to allow a user to dynamically set the Meta Keyword Formula as well as the Meta Description Formula
  • SEO enhancements to dynamically create a crawlable sitemap
  • SEO enhancements to dynamically create user friendly URLs

Other

  • Customer returns module added
  • Vendor returns module added