š Partial Credit Notes
A new Partial Credit Note feature allows you to credit only selected quantities or items from an invoiced Job Card, rather than crediting the full invoice.
Key Features
Create multiple partial credit notes against the same invoice.
Select the specific items and quantities to be credited.
The system prevents users from crediting more than the original invoiced quantity.
Once a partial credit note has been created, the quantities on the original Job Card cannot be reduced below what has already been credited.
Stock quantities are automatically adjusted based on the items and quantities being returned.
Work Order stock adjustments respect the Adjust Costing Quantity item setting.
Partial credit notes can be submitted to your accounting software
Credit Note documents can be viewed, emailed, printed or generated as PDFs, with or without pricing.
Credit note dates and reasons are recorded for improved traceability.
š Credit Note Permissions
Users require the Credit Note Admin role to create and manage partial credit notes. Users without this permission can only view the relevant credit note documents.
Please note: An invoice can either be fully credit noted or have partial credit notes applied. Once partial credit noting has started, the full credit note option will no longer be available.
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š New Service Treatment Report - Audit File Module
The new Service Treatment Report provides a detailed and traceable record of each pest control service completed. It supports the documented pest-control evidence required for ISO 22000 and FSSC 22000 food-safety audits by recording relevant service activities, findings, treatments and recommendations.
This report is part of the Audit File system.
Please see a full sample of this report at the bottom of this section.
Key Features
PCO Registration / P Number can now be captured against technician profiles.
Property Type can be recorded against an Audit Site.
Service Area Size (mĀ²) can be captured for individual service areas.
New PPE tracking allows technicians to record the PPE used during each service.
Technicians can add service recommendations directly to the job card.
New configurable Service Treatment Report numbering, including prefix and suffix options.
The report includes:
Client, site and service provider information
Technician and PCO details
Service date and job information
Areas and equipment serviced
Pest activity and observations
Treatments, products and quantities used
Corrective actions raised
PPE used
HACCP Audit File and document information
Recommendations and follow-up information
Client and technician signatures
The completed Service Treatment Report can also be generated as a PDF, providing a detailed compliance record for each service.
š Message Routing
A new Message Routing feature has been introduced, allowing system-generated messages and notifications to be routed to multiple users within your organisation.
Previously, certain system messages may have been sent to only one configured recipient. These messages can now be routed to additional users based on your companyās requirements.
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How to Set Up Message Routing
If you require any system message or notification to be sent to additional users, please complete our Message Routing Request Form:
For each message you would like routed, please provide:
The system message/notification you would like routed
The additional user(s) who should receive the message
The userās name and surname (users must be registered on the system)
For example, if you would like an additional person to receive Quote Accept notifications, this must be specified on the form together with the details of the person who should receive the notification.
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Please complete the form for any messages that need to be routed to additional users.
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This feature ensures that important system communications reach all the relevant people within your organisation.
š Audit File Site Builder ā CSV Import
A new CSV Import option has been added to the Audit File Site Builder, making it faster and easier to set up Audit Sites in bulk.
Key Features
Import site setup information directly from a CSV file
Reduce manual capturing when creating larger Audit Sites
Speed up the setup of service areas, units and site structures
Improve consistency and reduce data-capturing errors during site creation
An Audit File Importer Template spreadsheet is provided below and must be used to capture the required site information for the import.
Once the template has been completed, please contact [email protected] to arrange for the sites to be imported for the relevant lead.
This enhancement makes onboarding and building large Audit Sites significantly quicker and more efficient