1. Auto-Close for Orders on ASN/Wave Completion
2. Generate Variants Directly from the Product Module
3. Automated Purchase Ratios for Product Variant Ordering
4. Introducing Price Editing in the Advance Variant Finder
5. Editing in Advanced Variant Finder
6. Wave Centre: Added “Order Date” column
7. Purchase Order Centre: Added the option to Batch Update Store
8. Journal Entry detail level now available
9. Invoice Centre: Added Customer Tags column
10. Invoice: LPN#, Lot#, Manufacture Date, and Expiry Date Columns Now Available
11. Restriction on Processing Manufacturing Orders Linked to Cancelled Sales Orders
12. Item Sorting Enhancements in Multiple Modules
13. RMA: Get Enhanced Insights with “Third Party Notes” Column
14. Upload Accounts: Added “Is Active” column
15. Customizable Encoding Type Selection for Data Exports

1. Auto-Close for Orders on ASN/Wave Completion

We have introduced a new auto-close feature for Purchase Orders and Sales Orders, which automatically closes the order when the corresponding Advance Shipment Notice (ASN) or Wave is processed. This feature is particularly useful when you are certain that no additional shipments are expected. By utilizing this function, you can streamline your workflow and effortlessly mark an order as closed following the current shipment.

How does it work?

ASN

• Create and Release a Purchase Order. Then, proceed to create the Advance Shipping Notice (ASN)
• In the “Create ASN” module, you will find the “Auto Close” option located at the top right corner of the interface.

  

• Toggle on this option to activate the “Auto Close PO” functionality for the current PO and continue with the ASN creation process and receiving process.
  

  

• Once all the Items associated with the Purchase Order have been received through the ASN, the system will automatically close the Purchase Order, streamlining your workflow.
• Please note that if there are multiple ASNs created on the PO, this option will only work when receiving the last batch of Item(s).

  

• If you turn on this option before you receive the last batch, the system will give you an error.

  

Wave

• Create and Release a Sales Order. Then, proceed to create the Wave.
• In the “Create Wave” module, the “Auto Close” option has been added at the top right corner. Turn on this toggle option, then create and receive the Wave.

  

• Please note that in the Auto Wave process, an “Auto Close SO(s) checkbox has been added.

  

• Once all the Items have been received, the Sales Order will be automatically closed.
• Please note that if there are multiple Waves created on the SO, this option will only work when shipping the last batch of Item(s).

  

• If you turn on this option before, the system will throw an error.

  

2. Generate Variants directly from the Product Module

We are excited to introduce a new feature that allows you to efficiently generate product variants directly from the Product module. This update streamlines the process of creating product variants (e.g., size, color) by allowing you to input all necessary attributes and details from a single page, saving you valuable time.

How does it work?

• Create a Product: To enable the “Generate Variants” option, first, you need to create a product in the Product module. Once the product is created, the option will become available.

  

• Generate Variants: Clicking on the “Generate Variants” option will take you to the Item module, where you can generate the product variants.

  

• Configure Item Numbers for Variants: Within the Item Module, you can now customize the format of auto-generated item numbers and descriptions using predefined placeholders. For instance, you can set the format as “Basepart-Option1-Option2”. With this setting, the system will automatically create product variants based on your chosen sequence. If you opt to leave these fields blank, the system will fall back to using the existing sequence to generate variants.. 

  

  After setting the pattern, enter the “Standard Unit Cost” and “Standard Unit Price” and click on “Generate Variants” to create the Item variants for the product.

  

  

• Auto-Incrementing UPCs: We’ve also added a feature for automatic Universal Product Code (UPC) generation. Provide an initial UPC number, and the system will generate subsequent UPC numbers for each variant in an incremental manner. For example, if your initial UPC number is “100,” the system will automatically generate the following UPCs as “101,” “102,” “103,” and so on..

  

3. Automated Purchase Ratios for Product Variant Ordering

We’re excited to announce the addition of Purchase Ratios for Product Options. You can now define how quantities should be distributed among product variants when creating an order. Once set, the system will auto-calculate and allocate the ordered quantities based on these ratios.

Example Use Case
Suppose you have a product with three variant options and you set their ratio as 1:2:3. If you place an order for 60 units, they will be automatically allocated as 10, 20, and 30 units across these variants.

This feature significantly streamlines the ordering process, especially for businesses that regularly deal with products that have multiple variants. It removes the need for manual calculations and re-entry of data, thereby reducing the risk of errors and saving valuable time. Whether you’re dealing with a retail operation where different sizes or colors are involved, or a manufacturing scenario with different configurations, this feature offers a hassle-free way to manage complex orders

How does it work?

• To get started, navigate to the App Config and switch ON the “Enable Purchase Ratio for Product Variants” option.
• Now, head to the Product module to create or update a product. Look for the “Add/Update Purchase Ratio” option and click on it.

  

• You will be directed to the “Purchase Ratio” page, where you can set the desired distribution ratio for each variant.

  

• Once the Purchase Ratios are defined, you can proceed to create an Order (Sales or Purchase) or a Purchase.
• In the advanced variant finder, you will find an option to add quantities in front of each row.

  

• You can use the (+) and (-) buttons to adjust the quantities or directly enter the desired quantity in the input box and hit enter.

  

• The system will distribute the quantity according to the predefined Purchase Ratios for each variant.

  

4. Introducing Price Editing in the Advance Variant Finder 

We have introduced a new feature that allows you to update pricing directly from the Advance Variant Finder in Estimate, Sales Order, and Purchase Order. This enhancement streamlines the pricing management process, providing you with greater flexibility and control over your transactions.

We have added an app configuration setting called “Enable Price Edit in Advance Variant Finder” for this feature.

When this configuration is turned ON, a new price field will be displayed in the Advance Variant Finder pop-up.

How does it work?

• Open the Estimate/Sales Order/Purchase module. Fill in the necessary fields and use the Advance Variant Finder to add the Item(s) to the Order.
• Upon opening the Advance Variant Finder, the price field will be automatically pre-filled with the minimum price obtained from all items with the same Option 1. For example, if the Option 1 code is “XL” and there are 5 items with “XL,” the minimum price from those items will be set as the default value in the price field.

  

• Users have the liberty to modify the price in the field as needed. You can update the price according to your specific requirements.

  

• However, please note that, after updating the price, when you open the advance variant finder in the edit state the price field will be disabled.

  

5. Editing in Advanced Variant Finder

We have added the functionality for updating the qty and price in Advance Variant Finder.

We’re pleased to introduce a new feature that allows both quantity and price adjustments directly in the Advance Variant Finder. A pencil icon is now present at the item line level in your Sales or Purchase Orders, as well as Estimates. Clicking this icon will bring up the Advance Variant Finder with pre-filled item data, providing options to update both quantity and price seamlessly. 

How does it work?

• Create an Order (Sales/Purchase) or an estimate.
• In the Item line level, click on the pencil icon to edit the product variant.

  

• This will open the “Product Variant  Finder” popup. From here you can edit the quantity and/or the price and apply the changes.

  

• The quantity and/or price will be updated on the Sales Order/Estimate.

  

Optional: App Configuration Setting
To utilize the price editing functionality, ensure that the “Enable Price Edit in Advance Variant Finder” is toggled ON in the App Configuration settings.

6. Wave Centre: Added “Order Date” column

We have added a new column, “Order Date” in the Wave Centre. This column will display the sales order date. This enhancement provides a quick snapshot of the order creation date associated with the wave. This column is accessible at both the Header and Detail levels of the Wave Centre module.

7. Purchase Order Centre: Added the option to Batch Update Store

We have implemented a new capability that allows batch update of the purchase order store, right from the Purchase Order Centre.

A new config, “Enable store change after saving Purchase Order” has been added for this.

The option to batch update the store from the Purchase Order Centre will only be available if this config is enabled.

How does it work?

• Navigate to the Purchase Order Centre and select the purchase orders you wish to update. Then, go to Options > Batch Updates.

  

• In the Batch Updates window, select “Store” from the column dropdown and select the desired store from the Value dropdown and click on “Update”.

  

• The store in the selected purchase orders will be updated.

  

Please note: 

• The store update option is applicable only to purchase orders with Open and Released statuses.
• For released orders, store updates are allowed only if an ASN (Advanced Shipping Notice) has not yet been created for that particular order.

8. Journal Entry detail level now available in Journal Entry Centre

We have added the detail level view in the Journal Entry Centre module to provide you with comprehensive insights into your transactions and enhance your ability to manage your financial data effectively.

You can access this view using the dropdown menu in the Journal Entry Centre.

In the detail view, you can see all the transactions in the Journal Entry.

9. Invoice Centre: Added Customer Tags column

A new column, “Customer Tags” has been added to the Invoice Centre. This column will display the tags associated with the customer.

10. Invoice: Added LPN#, Lot#, Manufacture Date, and Expiry Date Columns

We have introduced four new columns to the Add/Change Invoice Qty screen. These columns include LPN#, Lot#, Manufacture Date, and Expiry Date. These additions cater to businesses that manage inventory through LPNs (License Plate Numbers), providing enhanced visibility into your invoicing and quantity management.

Please note that these columns will only be displayed if the LPNs are enabled.

11. Restriction on Processing Manufacturing Orders Linked to Cancelled Sales Orders

We’re pleased to announce a feature that enhances your workflow by preventing the processing of manufacturing orders linked to cancelled sales orders. This ensures a streamlined, error-free operation, eliminating potential wastage and confusion.

In conjunction with this feature, we have introduced a new app configuration setting: “Disable picking/processing in Manufacture Order when linked sales order is cancelled.”

When this configuration is enabled, the system will automatically prohibit the processing of manufacturing orders if their linked sales order is in a cancelled status.

If you attempt to process a manufacturing order linked to a cancelled sales order, the system will promptly alert you with an error message.

This functionality is crucial for maintaining operational integrity, especially in businesses where the manufacturing process is directly tied to sales orders. It helps to avoid unnecessary manufacturing, reducing waste and saving resources.

12. Item Sorting Enhancements in Multiple Modules

We have introduced a feature at the Item Detail Level to sort items across several key modules. With this enhancement, managing your orders and transactions becomes even more efficient and user-friendly.

Modules with Sorting Feature:

The following modules now include a comprehensive sorting feature at the item details level:

• Estimate
• Sales Order
• Transfer Sales Order
• Purchase Order
• Transfer Purchase Order
• Invoice
• Item Receipt
• Bill
• Sales Receipt

Sorting Options:

The sorting options available include:

• Item Number: Arrange items either in ascending or descending order based on their item numbers.
• Total Price: Sort items based on their total price, helping you quickly identify high-value transactions. (Please note that this sorting option is not available in transfer orders as these orders do not involve pricing.)
• Quantity: Arrange items by quantity, aiding in inventory management and fulfilment tracking.

Module-Specific Sorting:

In addition to the general sorting options, some modules offer specialized sorting criteria to cater to specific needs:

Variant Sequence: For Sales Orders and Purchase Orders, variant sequences are factored in. You can sort the items in sales and purchase orders by variant sequence, ensuring a smooth flow in ordering processes involving variants.

How to Use:

1. Open the desired module (e.g., Purchase Order).
2. Navigate to the Item Details section.
3. Look for the new sorting options added besides the Options dropdown menu.

   

4. Choose the sorting criteria (item number, total price, quantity, or variant sequence).

   

5. Enjoy the improved ability to organize and manage your data effortlessly.

   

13. RMA: Get Enhanced Insights with “Third Party Notes” Column

We have added the “Third Party Notes” column in the RMA module, designed to streamline communication across various stages of the return process. This column enables you to input relevant notes specific to third-party interactions, such as vendors, suppliers, or external partners.

The notes entered in the “Third Party Notes” column will automatically synchronize with other connected modules and documents, enhancing communication across various touchpoints. Here’s how it works:

1. Invoice Credit Memo/Credit Memo: Any notes entered in the RMA module’s “Third Party Notes” column will be seamlessly reflected in the associated column in Invoice Credit Memo or Credit Memo. This ensures that all parties involved have access to the same information, promoting transparency and reducing the risk of miscommunication.
2. ASN Centre (Detail Level): Additionally, the “Third Party Notes” entered in the RMA module will also be visible within the ASN Centre at the detail level. This comprehensive visibility ensures that key information is accessible throughout the supply chain process.

14. Upload Accounts: Added “ActiveFlag” column

We’ve added the “ActiveFlagStr” column to the Upload Accounts file.

With the addition of this column, you now have the ability to set the status (Active or Inactive) of an account directly within the Upload Accounts file. This new feature simplifies and expedites the process of managing account statuses, allowing you to clearly define whether an account should be considered active or not.

If you leave the “Is Active” column empty, the system will pick the Upload default value.

15. Customizable Encoding Type Selection for Data Exports

We are introducing the ability to select the encoding type when trying to export data from the data export centre or when trying to download master data from any upload module. With the introduction of the Encoding Type selection feature, you can now customize the encoding format when exporting data, ensuring compatibility with various systems and applications.

How does it work?

• Navigate to the Data Export Centre and select the data to export.
• From the Options tab, select the desired export option.

  

• In the “Select Import/Export Utility Template” screen, you’ll notice the newly added “Encoding Type” option.

  

• Click on the dropdown menu to reveal a list of available encoding types. The list includes the following types: ASCII, UTF8, UTF7, Unicode, UTF32, and ANSI.

  

• Select the encoding type that aligns with your needs and export the data.

  

• Additionally, you will also find this option when trying to download master data from any upload module.