Introduced a range of enhancements aimed at improving the functionality and user experience of the platform that include improvements to various reports, and updates to back-office and POS settings.
These enhancements provide users with greater flexibility, efficiency, and clarity in managing their operations and communicating with customers. It lays the groundwork for future developments, such as the integration of external links in the POS interface.
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Launching Soon: Product External URL’s
This feature brings three new, optional fields against your Product Master details. These are URL-specific fields to support the housing of your choice of external website links. Labelled as ExternalURL1, ExternalURL2, and ExternalImageURL, use them to map to your product page on your webstore, or a supplier’s user manual or warranty information, safety data sheets & more.
These fields allow users to store optional external URLs for each product and access these in POS and Invoice Templates.
For more information, please click here.
Product Search & Management Enhancement - Publish Products to Shopify
Publish and unpublish products to Shopify stores directly from search results using the new "Publish To Shopify" action. This new workflow avoids the need to always use the existing mass download/upload approach in order to publish products in bulk.
In addition, the “Product PLU” FIlter is now updated to also search against Supplier SKU 2 and we’ve added a Loading Spinner, which is now shown when results are retrieved and actions are applied for a better user experience.
PO Stock Receipt Enhancements
PO Template
- Users now have the option to hide the Barcode Column in the PO Template through a new back-office setting within the PO & Supplier Return Settings.
- Additionally, the code can now represent one of the various Product Identifier codes, which is also configurable in the back-office settings.
PO Items Grid
- Upon page load, the default cursor position has been updated to the Quick Search Field, enabling users to scan or search for items quickly.
- The Advanced Search functionality now automatically hides "Disabled" Suppliers by default from the Suppliers listed, streamlining the search process.
- Performance enhancements have been implemented to optimize the loading spinner, effectively reducing what appeared to be excessive page load times.
Purchase Order Replenishment
- The "Allocated" Stock Quantity has been added to the results grid.
- The width of the Re-Order quantity box has been adjusted to accommodate three digits without wrapping.
- The logic for navigating through results using the "Tab" key has been updated.
- Tabbing within the left column will now remain in the left column.
- Tabbing within the right column section will now remain in the right column section.
- An issue where the On Order quantity could appear incorrectly in cases involving special orders has been resolved. Special order quantities are now excluded from the On Order quantity by default, unless opted in using the existing "Include Special Order Qty" filter, which previously only applied to the suggested re-order quantity.
PO & Supplier Return Settings
- The menu has been redesigned, consolidating all existing options into a single "PO & Supplier Return Settings" menu.
- It includes the PO and Supplier Return Settings Page, along with the PO Shipment Setup Options and Supplier Return Reasons.
PO Upload via Excel - Various Enhancements
- Updated the Default PO Upload Excel Template to now support the inclusion of the “Product ID” column in the worksheets.
- Previously the Product ID was not part of the template at all, only the Supplier SKU was used as the identifier for updating existing products.
- Specify the Product ID and/or Supplier SKU when updating existing products, the same as we allow in Product Mass Upload templates.
- Old Templates are still recognised and function as normal, to allow users time to migrate to using the new termplate as needed.
- Also added “Update SKU by Product ID Checkbox” so users can now update the Supplier SKU on mass when creating PO’s if an SKU has been provided for existing products.
- Added “Updated Costs” checkbox which is false by default, that when checked, allows updating of existing product Buy Ex/Direct Cost values.
- This is to avoid accidental updating costs for existing products, causing inventory valuation concerns if the costs in the upload file were outdated/incorrect.
- Users can optionally update the costs by checking the box on the upload screen.
- When it is set to false, the buy ex and direct cost values are ignored when the product master worksheet is processed.
API Enhancements
- Webstore API & EDS - OrderCreate/OrderCreateByChannel
- Add a new optional parameter to “skip” updating the Master Customer Record when different billing information is passed in the request.
- When “UpdateCustomerRecord” is passed as false, the billing data passed in is used only for the order itself, and is not also applied to the customer details.
- REST Purchase Order Endpoints now support CreatedBy and ModifedBy Values
- GET/PUT/POST purchaseorders
- EDS API - OrderCreateByChannel - DateCreated field is now obeyed correctly when a value is passed in the request.
POS Settings & Enhancements
New POS Settings
- New settings to determine which product codes appear on Customer Invoices. Setting is found in Settings > POS Settings > Invoice and Receipt Settings. Look for "Display Product Codes on Invoices" dropdown option.
- Be sure to log out and back into POS after changing the setting to see your changes apply.
POS Enhancements
- Updated the new-sale login process, when entering an invalid user ID, users can now press the enter key to close the “Incorrect User ID” message, making it easier to return and try again. Previously only a mouse-click on the “OK” button was accepted.
- Updated Search Logic to ensure the correct item is added to a sale when entering a partial match for an SKU followed by the enter key.
- Advanced Search and Outlet Limit Enhancements - Improved performance and filtering functionality
Transfer Management
- Saved List Enhancements - Updated the “Receve Transfer” page the back ofice when managing transfer stages. Users can now search by transfer ID within the save list tab to isolate specific transfers.
- Resolved an issue with Company Logo’s overlapping the header information on transfer PDF documents.
- Transfer Report - Updated the Transfer Number filter to automatically TRIM any white space before/after the transfer ID.
Product Mass Upload Enhancement
- Added “Updated Costs” checkbox which is false by default, allowing updating of existing product Buy Ex/Direct Cost values when checked.
- This precautionary measure prevents unintended updates to costs for existing products, mitigating potential inventory valuation issues arising from outdated or incorrect cost data in the upload file.
- Users can optionally update the costs by checking the box on the upload screen.
- When it is set to false, the buy ex and direct cost values across all worksheets are ignored during the upload.
Profile Security Management
- Added a search feature within the list of profile security options, to make it easier to find options by keyword match.
Reporting Enhancements
- Stocktake Report (and Limited Version): An additional Column was added to depict the Stocktake ID in the results grid.
- Product Sales Report: Default “To” date modified to include current date.
- PO Stock Receipt Details Report: Resolved an issue where “Made Available” data was not included in the exported report & other small enhancements.
- Fulfilment Report (And Limited Version): Updated the logic, the date from/to are now ignored when searching by Invoice Number.
- Staff Sales Report: Resolved an issue in the report where the Sales Person name was excluded when exporting.
- Customer Activity Report: Fixed an issue where the Delivery Post Code was not included in the exported report data.
- Gross Profit Report - Invoiced: Addressed an issue where GP values and percentages were displaying incorrectly.
- Voucher Redemption Report: Rectified an issue where vouchers could appear duplicated in certain cases.
- Item Detail Export: Corrected an issue where the Mansku field "Code" was not populated in the exported report data.
- Customer Activity Report: Updated to display a confirmation modal after changes were applied to results.
- End of Day Report: Fixed a bug causing duplicate records to be displayed for large data range searches.
- EOM Customer Deposit Summary Report: Addressed an issue where certain data would appear multiple times in results.
- Inventory Planning Export: Fixed a bug where row totals were incorrectly displaying the total of the next column.
- Purchase Order Report: Updated to correctly obey Supplier and Outlet filters.
- Gross Profit Report: Resolved an error when filtering for one specific date, which previously caused errors in some cases.
General Enhancements & Resolutions
- Export Download Manager
- “Product Search” in the back office when exporting results will now use Download Manager
- General Enhancements to assist in time to generate the reports in the background.
- Edit Product Page - Back Office: Copy to Clipboard Icon added beside key fields.
- Account Statements - Updated to better support longer bank details/account number information to avoid wrapping/overlap.
- Added a new setting in Settings > POS Settings > Order Settings: "Pick List Item Sort Field" to determine how the Invoice Pick lists are sorted.
- Updated the Outlet Details page to accommodate additional character types, such as apostrophes, in outlet detail fields.
- Updated A4 Logistics Labels to support larger label width values.
- Updated the Creating/Editing Products in Back Office feature to allow weight values larger than 9999.
- Implemented performance enhancements in the Top Sellers Report to prevent timeouts on pages with larger data sets.
- Added a new checkbox filter option, "Include Faulty Return Qty," in Transfer Replenishment, where selected items will be included in the suggested re-order Qty.
- Modified Customer Activity Statements to display all activity for account customers within specified dates regardless of the current amount owed.
- Resolved an issue in the PO Manager where the ETA Filter did not work as expected in certain cases.
- Resolved an issue in PO Manager/PO Items where products with exorbitantly large buy price values caused errors.
- Removed a limitation in Label Printing that prevented the word "bin" from printing on labels.
- Fixed an issue in POS when creating new customers and setting Customer Survey values, which previously caused errors in some cases.
- PO Settings >> Shipping Status - Resolved an issue where unlimited characters were previously supported in the user interface. A character limit of 50 is now applied.
- Applied rounding to Supplier Invoices in MYOB Integration to accommodate MYOB requirements.
- Resolved an issue in the Sales Report where outlets with zero sales for a given period were hidden from results.
- Updated MYOB Integration to fetch only enabled suppliers from MYOB to prevent errors during data sync.
- Disabled action buttons in the Customer Activity Report when no results are found to prevent unintentional changes to customers.
- PO Manager: Resolved an issue whereby if a user clicked in the white space around the “PO ID” value, it caused excessive load time and then the page refreshed but did not navigate to the actual PO.
