April 2023: Release Notes 2.0

1. Item Reconciliation: Added the ability to calculate the Reconciliation by CBM
2. Sales Order: Added the option to view and link incoming inventory
3. Upload Bill Of Materials: Added the ability to Schedule BOM Import
4. Added Sales Notes alert on Sales Orders and Invoices.

1. Item Reconciliation: Added the ability to calculate the Reconciliation by CBM

We have added the ability to calculate the Reconciliation by CBM.

How does it work?

  • Set the CBM value in the Item Details.
  • In the Item Receipt or Bill, start the Reconciliation process.
  • In the third step of the Reconciliation process, select “CBM” under the Calculated By dropdown and click on “Calculate” to calculate the Landed Cost.
  • Complete the Reconciliation process.
  • The Landed Amount will be calculated by the CBM value.

We have added the ability to view the Incoming Delivery of an Item in Sales Order and link that to the particular quantity in SO to the quantity on PO.

How does it work?

  • In the SO Details section of the Sales Order, right-click on an Item and select the “Inventory Info” option.
  • This will open the “Qty Details” window. An “Incoming Deliveries” tab has been added here.
  • Click on this tab to see the PO Number on which the Item has been ordered and the expected delivery date of the Item as per the PO.
  • Using this you can link the Item Qty on the PO to the SO.
  • To do that, click on the PO Number and you will be redirected to the Order Linker module. Click on “Add Linking” to link the PO to the SO.
  • The PO will be linked to the SO. You can see the link on the “Linked Orders” tab on the SO.

3. Upload Bill Of Materials: Added the ability to Schedule BOM Import

We have added the ability to schedule BOM import.

How does it work?

  • Navigate to the Upload Bill Of Materials module.
  • Under Step 4: Upload Data, click on the upload dropdown and select “Schedule Import”.
  • The Job Scheduler window will populate. Fill in the detail and click on “Save” to schedule the BOM import.

4. Added Sales Notes alert on Sales Order and Invoice

A new feature, Sales Note alert has been added to the Sales Order and Invoice modules. This function allows the Sales Note, which is added in the Item Detail, to populate as soon as an Item is added to the Sales Order or Invoice.

How does it work?

  • Open the Item to which you want to add the Sales Note. Under the “Other Attributes” tab of the Item, enter the Sales Note in the respective field and click on Save.
  • Navigate to the Sales Order or Invoice module. Click on the “Add Item” option.
  • In the SO Detail window, select the Item to which the Sales Note has been added. The Sales Note alert would populate at the bottom right corner of the screen.

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