What you will find on this page:

• Look and Feel
• Quotations & Estimates
  • Notes on Quotation Form
  • Notes on Estimate Form
  • Other Notes
• Multi-Branch
• Sales Orders
• Work Orders
• Tracker
• Sundry Enhancements
• Optimisations

Look and Feel

• The application look and feel has been changed to a more modern design which scales well on any screen. The option to change the interface colour has therefore been removed.
• We have a new Tile Menu (which is the default opening module) and the Navigator bar icons have been refreshed. Some items have also been removed from the NavBar to ensue it fits nicely on a 1,366x768px resolution with the side panel open.

• The module-related Menu Bar (previously on the left below the Nav Bar), has been changed to Buttons for commonly used items and the addition of a Menu button with a dropdown for less frequently used items.
• The datagrid line height has been set to default (19px) to ensure that the application scales correctly when scaling is not set to 100%.

Quotations & Estimates

• Functionality has been added to separate Quotations from Estimates. Estimates include the following Quotation Types (New Name - Old Name);
  • Printing Estimate - Printing Quotation
  • Printing Outsourced Estimate - Printing Outsourced Quotation
  • Generic Estimate - Generic Quotation
• The previously named Itemised Quotation now becomes the Quotation and functionality has been added to add Estimates as Items to the Quotation.
• When the Quotation is copied, the Estimates linked to Items are also copied and when the Quotation or Items on the Quotation are deleted, the linked Estimates are also deleted. However, when the Estimate is deleted by opening it from outside the Quotation, the Quote Item is not deleted.
• A Unit Cost field has been added to the Estimate Pricing tab, hidden by default.
• A Type field is now used to identify the Items in a Quotation as follows:
  • CTM - Custom
  • MAT - Material
  • SER - Service
  • EPR - Estimate - Printing
  • EOS - Estimate - Outsourced Printing
  • EGR - Estimate - General
• Data filter: A Data Filter Type has been added to filter Quotations/Estimates in the list view options include All, EST (Estimates) and QTE (Quotations). See image below.

• When the filter is set to EST, you can only create new Estimates and when the Type is set to QTE you can only create new Quotations and you will effectively only be working with Quotations that contain Estimates as Items.
• A Staff Setting > Quotations > Default Type Filter has been added to set the default on the above filter.
• Estimate - Rounding - We've slightly changed the way the Total on the Quote is calculated to make sure that the Qty x Unit Price (4 decimals) = Total (2 Decimals). This is important to ensure the price on the Quote Item matches the price on the Estimate exactly. NB, This might cause the Total on existing Quotations to change slightly (By a few cents) if they are re-saved, especially if the quantity is large. I believe the gains far outweigh the inconvenience that may be caused in this case.
• Quotations - Type Filter - The Staff Setting > Quotations > Default Type filter has been expanded with EST Only and a QTE Only options. When one of these options are selected, the filter is also disabled so that users are effectively locked into using only Estimates or only Quotations. See image below.

• Estimates - When Estimates are opened from a Quotation, functionality has been added to:
  • Scroll between items on the Quotation
  • Create a new Estimate - including creating a new Estimate from Template (Which will also be added to the Quotation)
  • Copy (and update) the Estimate to a new Estimate or Version

• Estimates - Exclude from Total - Functionality to Exclude a Pre-press or Finishing item has been removed from Estimates that are linked to a Quotation. This functionality is still available on standalone Estimates.

• Estimate Data Pipeline - A Data Pipeline has been added which shows only the non-active Qty/Prices See image below - Qt_Qty_Price_NoActive

Notes on Quotation Form

• An Estimate Button has been added to the Quotation Form. Clicking this button opens a submenu of Estimates that can be added to the Quotation - see image below:
• The Link Estimate option allows you to add existing Estimates, which are linked to the same Customer and that have not been linked to another Quotation.
• The Estimate can be opened by double-clicking the Item or by right-clicking and selecting Open Estimate.
• The Template option has been disabled for now, but we'll add it back in next week.
• The following fields can be edited on an Estimate Item of a Quotation (the other fields are populated from the Estimate):
  • Adj %
  • Total
  • /Unit
  • Note

Notes on Estimate Form

• When an Estimate is opened from a Quotation, the Header information is limited to what is relevant to the item - see image below. The menu is similarly limited.

Other Notes

• Items can now only be added to a Quotation once a Customer has been selected - this applies to all Items.
• The linked Estimate is populated with the Customer, Contact, Rep, Branch Status from the Quotation so that it can still be identified when it is opened from outside the Quotation and it also adopts the same read-only status as the parent Quotation.
• The Estimate Description is copied to the Item's Specification field and functionality has been added to copy the Specification to the Note field - eg. you might want to edit the Spec and only show the Note on the quote form.
• At this stage, the Quotations and Estimates share the same number sequence, which means your Quotation numbers won't be sequential.
• Only the Active Qty is copied to the Item. If additional Adjustment is added to the Item, therefore, this will not updated the other quantities.

Finishing/Services - A Calculate Qty Out (Sheets) function has been added to Finishing (in Print Estimates) and Services (in Generic Estimates). This functionality provides an alternative to using a non-printing press in the print wizard to calculate sheets when they are not printed. See image below.

• Stock Size - is automatically added from the linked material (The linked Material must be in a 'Sheet' type Category)
• Cut Size - needs to be entered
• Qty/Item - The number of cut sheets required per item - default = 1
• Waste % - The percentage waste required on the Cut Sheet Qty
• Calculate - Click button Calculate to see what the Cut out will be as well as the Total Qty / Item including the waste.
• Accept - When button Accept is clicked, the following is updated
  • The Cut size is added to the service Description
  • The Item Qty is added to the Multiply By field
  • The Cut Out and Waste are added to the Instruction
  • The Unit Qty of the linked Material is set according to the Qty Out.

• Sales Order - Update from Quotation - The functionality to update a Sales Order from a Quotation has been updated to cater for the new Quotation / Estimate model. Functionality has also been added to update the Sales Order Header - See image below:

Multi-Branch

• The first phase of Multi-branch functionality has now been added - in this release, you can already setup Branches and link Transactions to the Branches.
• Setup: Add branches by navigating to Settings & Defaults > General > Branches - see image below: Remember to add a Code as well as the Branch name.

• Staff - Staff can be linked to a Branch under Setup > Staff > Detail. This becomes the default branch of the Staff member and together with the Staff Setting > Other Settings > Branch - Access Allowed determines whether or not a user is restricted to one branch only or able to work with transactions linked to any branch.
• The following modules have been enabled to work with branches. This means, the Branch is visible in the Transaction list, on the Edit form and in the Data Filter:
  • Quotations
  • Sales Orders
  • Delivery Notes
  • Customer Invoices
  • Customer Credit Notes
  • Purchase Orders
  • Supplier Invoices
  • Supplier Credit Notes
  • Material Movement
  • Work Orders
  • Ledger

Sales Orders

• Sales Order from Quotation - When a Sales Order has been created from a Quotation, you are no longer allowed to add Estimates to the Sales Order, you can use the Update function to add items from the linked Quotation only. If you create a new Sales Order, you are still able to add Estimates linked to the same Customer.
• Quotations / Sales Orders Adj. % - Functionality has been added to update the Adjustment on all the Items in the Transaction. See image below:

Work Orders

• Work Order - SO Total - The Sales Order TOTAL field has been added to the Work Order Output table so it can be used on Workticket templates.
• Work Order - Material in Stock - An In Stock field has been added to the Work Order > Materials Grid. When the Qty in Stock is less than the Qty required on the Work Order, the field is highlighted in red - see image below. NB. The value is what is In Stock, not what is Available after taking Reserves into account - for more detail, right-click the item and open the Material Summary.

Tracker

• Tracker has been re-skinned to match the look and feel on the main application and again, the option to change the interface colour had to be removed from the Tracker Settings.
• When selecting Tasks or selecting from the Status list, the selection is no longer highlighted in black - the selection is highlighted by a frame and the status colour persists.

• Tracker - PIN - An explicit Staff Settings > System > Tracker Login (PIN) setting has been created for the PIN used to log into Tracker (before the password was used) - see image below.

Sundry Enhancements

• Change Status - The function to change the Status on a transaction, has now been moved from the dropdown Menu to a button - see image below. This applies to:
  • Quotations
  • Sales Orders
  • Customer Invoices
  • Customer Credit Notes
  • Purchase Orders
  • Supplier Invoices
  • Supplier Credit Notes
  • Material Movement
  • Work Orders

• Customer/Supplier Invoices - Due Date - A Due Date field has been added to the Status Bar on Customer & Supplier Invoices - see image below:

• Cus/Sup Age Anaylsis - Multi-select - Multi-select has been enabled in the Customer and Supplier Age analysis.

• Customer/Supplier Age analysis - Refresh - When you output from the Customer /Supplier Age Analysis, the Ageing of the selected Customer/supplier is recalculated. This removes a vulnerability where users can run the Age Analysis, change a Customer Invoice or Receipt and then Output the Customer Statement without first refreshing the Age Analysis, which resulted in incorrect ageing on the Statement.

• Branches - Branch Filters have been added to the Income Statement, Balance Sheet, Trial Balance and VAT Control. NB. When using the Multi-branch functionality, every transaction needs to link to a branch. When converting an Existing DB, therefore, scripts will need to be executed to link existing transactions to Branches.
• System Messages - An explicit Staff Settings > System > System Messages - Access Allowed setting has been added to control access to the System Messages module. (Before only the System Administrator was allowed to access this module) - see image below:

• Sync Job Summary - Functionality has been added to the SO and WO modules to synchronise the Job summary when scrolling through records - see image below:

• Workspace/Workflow icons - The default Workspace module icons have been modernised in line with the NavBar icons - see image below:

• Due Date on Customer/Supplier Invoices - The Due Date on Customer and Supplier Invoices will now calculate automatically according to the Credit Terms linked to the Customer/Supplier. The Due Date will only update if it is blank - ie. clear the Due Date to reset it.

• Branch Filter - A Branch filter has been added to the Cost of Sales module and a Branch parameter (:BRANCHID) has been added to the Reports module.
• Status Images - A new set of images have been added as an alternative to be used in transaction Status. This is a much smaller, colour-based list which suits the new look and feel much better - See image below:

• A General Setting > System > Use old Images (Default = Yes) has been added to allow users to select which images they want to use - see image below:

Optimisations

• The Sales Order 'Scheduler' functionality has been removed.
• The Purchase Order 'Goods Received' functionality has been removed.
• The Knowledge Base has been removed.
• The Material BoM Check has been removed.