New Features
- Multi JC to 1 Invoice
- Customers can now connect numerous job cards to one invoice, consolidating them into a single invoice in Sage. Moreover, customers have the flexibility to create invoice groups for each lead, based on criteria like date range or manual selection. Each job card is itemized on the tax invoice along with its associated items.
- Asset Register Updates
- The Asset Register has received a comprehensive update across multiple branches. Now, you have the ability to utilize a filter to access assets from designated branches or review assets from all branches collectively. This enhancement is tailored to exhibit only assets affiliated with the branches you are linked to.
- Job Description on Pending and Scheduled pages
- We've improved clarity by showcasing job descriptions on the Pending Quotes, Pending Job, Scheduled Job, and Pending Invoice pages. If a job description is available, it will be presented; if not, a summary of items will be shown instead. In instances where no items are specified on the job card, it will indicate 'No Description' for transparency.
- New Filter on Completed Jobs
- We've added a filtering option to the completed tab, allowing clients to sort invoices into categories such as all invoices, paid invoices, and unpaid invoices, facilitating convenient viewing.
- Last Cost and Percentage Markups
- We've rolled out a new functionality where the latest cost of an item will be automatically adjusted according to Goods Received Vouchers (GRVs). This option can be activated through an organization setting. Additionally, the system will compute the percentage markup on the item, ensuring that adjustments in costs reflect proportionately in the sales price. This markup feature can be managed through another organization setting, influencing solely the costing and sales price of the item.
- Setting: Use markup percentage to calculate sales price
- Sales Activities in Technician View and Geotagging
- Presenting a novel feature designed to streamline sales screens for sales representatives, specifically tailored for the techie view, ensuring functionality and consistency. Moreover, this feature incorporates automatic geolocation tracking based on phone positioning, enhancing activity monitoring and management capabilities.
- Change Status on Supplier Orders
- Customers now have the capability to transition the status of an Open Purchase Order (PO) to Submitted without needing to dispatch it to the Supplier. Utilize the newly integrated Status Button on the Supplier Order Screen for swift and effective submission.
Bug Fixes/Minor Changes
- Corrected a spelling error found in the Audit Trail.
- Introduced a table for Price History within Item Categories
- Alphabetized the Unit Type dropdown menu under Service Area.
- Included "Unanswered Call" as a Call Type option.
- Resolved logo dimension issues encountered during PDF generation.
- Updated Role Access permissions for adding categories to items.
- Incorporated Work Order names into the Item Export Report.
- Added an "Ordered Stock" column to the Item Export Report.
- Integrated "Hectare" into Conversion Rates.
- Implemented an Audit Trail feature for tracking when an item is marked inactive.
- Enlarged the Invoice number display on Treatment Reports.