Supplier Invoice Number Column (hidden by default) has been added to the Payments by Supplier Report
Supplier Reference Column (hidden by default) has been added to the Payments by Supplier Report
Notes has been removed from the CRM tab and now has its own tab on the Customer Quick View
The ability to add a customer note directly from the Customer Quick View has been added
Supplier Invoice Number has been added to the Supplier Payments Screen
Purchase Orders – Edit permission has been added
On the Payments By Supplier Report, the Purchase Order column has been renamed to Number
You can now print the Supplier Invoice directly from the Payments By Supplier Report
You can now click on the Supplier Name and get the Supplier Quick View on the Payments by Supplier Report
On the Warehouse -> Picking screen you are now presented with a pop up telling you the Dispatch Code after you have finished picking
You can now enter the Delivery Note in the Packing List Screen
A new custom Email Subject and Email Body has been added for Sales Orders
The Exchange Rate column on the Supplier Invoices Page is now 6 decimal places
Emails & SMS tab has been added to the CRM tab under the Customer Quick View
You can no longer edit a Sales Order when it is been Picked by a user
User Defined 1 Column (hidden by default) has been added to the Deliveries expected Today Report
User Defined 2 Column (hidden by default) has been added to the Deliveries expected Today Report
User Defined 3 Column (hidden by default) has been added to the Deliveries expected Today Report
User Defined 4 Column (hidden by default) has been added to the Deliveries expected Today Report
User Defined 5 Column (hidden by default) has been added to the Deliveries expected Today Report
User Defined 1 Column (hidden by default) has been added to the Deliveries expected By Product Report
User Defined 2 Column (hidden by default) has been added to the Deliveries expected By Product Report
User Defined 3 Column (hidden by default) has been added to the Deliveries expected By Product Report
User Defined 4 Column (hidden by default) has been added to the Deliveries expected By Product Report
User Defined 5 Column (hidden by default) has been added to the Deliveries expected By Product Report
Supplier PrePayment – Delete permission added
Supplier PrePayment – Create permission added
The ability to delete Supplier PrePayments has been added into the PrePayments By Supplier Report
A new CheckBox has been added to the Yes\No column under Permissions to allow you to quick select all or deselect all
A new report called “Employee Hours” has been added under the System section, this report shows all clocked hours regardless of clocking option
Clocked On Column added to the Projects List
Mobile App : Clocked On has been added to the Project List
You now can’t “Complete and Invoice” a Work Order is someone is clocked onto it
When using the Cloud Clock Time option the ability to select the Assigned Equipment is now available
Release Notes 10/03/2025
On the Sales Order Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Sales Invoice Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Quote Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Proforma Invoice Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Purchase Order Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Goods In Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Request for Quote Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Hire Contracts Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
On the Work Shop Edit screen using the Grid View layout you can now enter the quantity of items you want to sell before adding it to the document
Product Search : In Stock Only option has been added
Product Search : Brand Filter option has been added
Product Search : Category Filter option has been added
Product Search : Sort by column option has been added
When editing a Product, the Mobile Locations are no longer included in the Locations grid
Mobile App : You can now deliver the deliveries in any order
On the Customer List, Credit Days has now been replaced with Payment Terms
On the Customer Edit, Credit Days has now been replaced with Payment Terms
On the Customer Quick View, Credit Terms has now been replaced with Payment Terms
Payment Terms ([PaymentTerms]) has been added as an option to the Sales Invoice Template
You can now access User Roles (Roles) directly from the Settings & Tools page
Mobile App: A new option has been added to the Cloud Clocking option to allow Supervisors to click time for any user (if they have a supervisor assigned)
Clocked By Column (hidden by default) has been added to the Employee Hours Report (Project Section)
You are no longer able to “Complete and Invoice” a Work Order if it is actively being edited
Release Notes 24/02/2025
In the Sales by Customer Report, the Standard Sale label has been renamed to Cash Sale
The ability to edit invoiced Proforma Invoices has been removed
When booking a product in from a Purchase Order or a Goods In the Product will be Published and Un-Deleted Automatically
There is now a toggle switch on the Sales Order Edit screen to show or hide the inventory information
Sales Order details (a summary version) has been added to the “Active Sales Orders”
Department column (hidden by default) has been added to the Customer View -> Products
Category column (hidden by default) has been added to the Customer View -> Products
Department column (hidden by default) has been added to the Product By Customer Report
Category column (hidden by default) has been added to the Product By Customer Report
A new alert called “Invoices : Send me an Email every time an Invoice is created” has been added and it will email you a copy of the Sales Invoice everything time it is created
Release Notes 17/02/2025
Manufacturing for Stock : U.o.M has been added to the Recipe Pop up
Manufacturing for Stock : Unit is now 6 decimal places
Manufacturing for Stock : Unit has been renamed to Quantity and U.o.M has been renamed to Unit
Manufacturing Orders : Quantity in the Recipe is now 6 decimal places
On the Invoice Quick View, clicking the payment line will now bring up the new payment template
On the Customer Quick View the Payment Type has been added to Financials -> Payments
On the Customer Quick View the Email Status has been added to Financials -> Outstanding
Mobile App : New view added to the Customer to show all products currently on Hire
Mobile App : Ability to create a Work Card directly from this view has been added
On the Cloud Version you can now add multiple pieces of customer equipment on one Work Card (this is setting dependent)
Once you have started delivering against a Purchase Order any items that has a delivered quantity is no longer editable
You can no longer put a financial amount against an Additional Information line
Mobile App : When taking a picture, you now have the option to include the attachment for the Customer
Work Shop : When invoicing the Work Shop it now copies the documents over to the Sales Invoice
Mobile App : On the Work Shop you can now switch between the Equipment you are working on
Mobile App : When using “Use the cloud based clocking option” there is now an option called “Only allow Clock Time”, which will remove “Clock On” and “Clock Off”
When deleting a Sales Invoice linked to a Work Card, the stock is no longer put directly back on into Stock, instead the Work Card is changed back to “Booked In” and the stock remains allocated to it
Been Edited By Column (hidden by default) has been added to all the tabs in the Work Shop view
If a Work Shop is been edited by a user it will be locked and un-editable by other users
A new setting called “Allow multiple pieces of Equipment on the Work Card” has been added to the Work shop allowing you to have multiple pieces of equipment on the Work Card
User Type added to the Users, this can be Full Access, Mobile App Only, Web App Only, Reports Only
Release Notes 10/02/2025
Export to PDF has been added to the Customer Balance History Report
Export to CSV has been added to the Customer Balance History Report
When exporting from the Customer Balance History Report the columns and filtering are now maintained
Code Column has been added to the Customer Balance History Report
VAT Total has been added to the Customer View -> Invoices\Credit Notes
Export to PDF has been added to the Customer View -> Invoices\Credit Notes
Export to CSV has been added to the Customer View -> Invoices\Credit Notes
VAT Column is now populated when exporting from Customer View -> Invoices\Credit Notes
Payment Column has been added to the Supplier Invoice list
On Sales Orders, Internal Notes no longer allow you to add financial information
On Sales Invoices, Internal Notes no longer allow you to add financial information
On Credit Notes, Internal Notes no longer allow you to add financial information
On Proforma Invoices, Internal Notes no longer allow you to add financial information
Outstanding Column now has a Total Figure on Customer View -> Outstanding
Customer Delivery Address as been added to the Vehicle Edit Page
Location has been added to the Customer Vehicle List
When using Change Status on the Repair Cards, it will now be recorded in the Notes section of the Repair Card
On Change Status in the Work Shop, the Notes field is now required
On the Notes tab in the Repair Card View, the Staff is now the Employee Name instead of their Username
Code has been added to the Quick Customer View under the Name
Company Location has been added to the Complete Repair Jobs report
The Complete Repair Jobs report has been renamed to Complete Repair Cards
Sales Orders no longer allow you to enter a line with a 0 quantity
Sales Invoices no longer allow you to enter a line with a 0 quantity
Quotes no longer allow you to enter a line with a 0 quantity
Credit Notes no longer allow you to enter a line with a 0 quantity
Proforma Invoices no longer allow you to enter a line with a 0 quantity
Sales By Product Report now includes products sold at a zero price
Sales By Supplier Report now includes products sold at a zero price
Sales By Category Report now includes products sold at a zero price
Sales By Staff Report now includes products sold at a zero price
Sales by Account Manager Report now includes products sold at a zero price
Sales by Tag Report now includes products sold at a zero price
Sales by Staff and Tag Report now includes products sold at a zero price
Sales by Customer Report now includes products sold at a zero price
Sales by Customer Tag Report now includes products sold at a zero price
When Work Shop enabled, if a Sales Invoice is not linked to a Repair Card you will no longer see null under the Work Card Column
When a Word Card has already been invoiced, you are no longer allowed to change any of the details on it
When clicking View on the Work Card, if it has been Invoiced the Edit button is no longer available
On the Work Shop Kanban the Status are now the same as the Work Shop List
When changing the Status using the Work Shop Kanban the logged on Employee is now recorded
On the Work Shop Kanban the “Edit” button has now been renamed “View” as it brings up the Work Card View
On the Work Shop Kanban the Location is now shown above the Customer Name
On the Work Shop Kanban you now click on the Equipment and see the history
On the Work Shop Kanban the “Assigned To” is now added
On the Work Shop Kanban you can now filter the records by the Assigned Employee
View option has been added to the Complete Repair Cards Report, to be able to view the Work Card
“Work Shop – Change Status” permission has now been added
You can no longer Stock Count (Web Version) a deleted product
You can no longer Stock Adjustment (Web Version) a deleted product
A new setting has been added to always use the Default VAT Type on the Supplier is now applied regardless of the VAT Type
Mobile App : When editing the Work Card it will now check the Work Card has already been invoiced and not allow you to edit it
Qty On Order is now visible on the Product Quick View
In the Product Quick View under the On Order, a new column called On Order now shows and quantity left to deliver
Mobile App : A new setting has been added to only show the Work Cards assigned to the logged in user
Mobile App : The Address for the Work Card is now visible on the Work Shop list
Mobile App : When clicking on a Work Card on the Work Shop you now have a button to get directions to the client site
Mobile App : When clicking on a Work Card on the Work Shop you now have a button to call the client
Mobile App : When clicking Call Customer from the Work Shop screen this is now recorded against the Notes on the Work Card
Mobile App : When clicking Directions from the Work Shop screen this is now recorded against the Notes on the Work Card
Mobile App : The ability to Stock Count “Delivery Charge” and “Do Not Track Inventory” product types has been removed
Mobile App : The Bin Location when counting a product in Stock Count is now populated with the Current Bin Location for the product
Mobile App : When using Assign Bin, the original Bin Number is now loaded on screen
When editing an existing Work Card you will no longer get the pop up shown all outstanding Work Cards
Changed “Schedule Call Out” to create a Work Card in the Work Shop
Put a setting on “Schedule Call Out” to only show if the Work Shop is enabled
Release Notes 03/02/2025
The Low Stock Graph on the Home Page is now branch specific
The Pending Sales Order on the Home Page is now branch specific
The Deliveries Today on the Home Page is now branch specific
The # of Back Orders on the Home Page is now branch specific
The PO – Awaiting Approval on the Home Page is now branch specific
the Home Page now allows you to select the location to review all the Details and includes an “All locations” option
A new option has been added to the Stock ReOrdering report to allow you to include products that have no sales
Under Manufacturing a new option call Stock Alerts has been added and this will show you all products that are marked as “I make this Product”
The ability to delete a Manufacturing -> Resource has been added
The ability to edit a Manufacturing -> Resource has been added
There is now a Location selection on the Sales Invoices -> Focus page
Loyalty Shop ID column added to the Company Edit Page
Ability to localise the “Policy Number” text on the Customer Edit Page
Ability to localise the “Level” text on the Customer Edit Page
Fixed issue where Delivery Charge was been added to the Sales Order with a Zero Price
Added a Product Audit Report
Added Date Selectors to the Product History Report
Loyalty Card option added to the EPOS, this is to scan loyalty cards for Cash Customers for the Loyalty Export report
Export to CSV option added to the Grids
Export to Excel moved to the first option on Export list
Release Notes 27/01/2025
Customer Purchase Order column (hidden by default) has been added to the Complete Report Jobs report
Document Reference (hidden by default) has been added to the Product History Report, this shows the Customer Purchase Order or Supplier Reference depending on the line
Document Reference (hidden by default) has been added to the Quick Product View -> History -> Documents, this shows the Customer Purchase Order or Supplier Reference depending on the line
VAT Name has been added to the Purchase Order View
VAT Name has been added to the Goods Receipt View
A new report called Sales Invoices by Product has been added
Import option added to the Sub Categories Page
Added the ability to import Purchase Orders
WorkFlow has been added to the Sales Order Edit Page
WorkFlow Status (hidden by default) has been added to the Sales Order List Page
WorkFlow Status (hidden by default) has been added to the Sales Order Complete List Page
WorkFlow Status (hidden by default) has been added to the Sales Order Picking Page
When editing a Sales Order you no longer get the prompt about the other Sales Ordered linked to the Customer
You can now set the default WorkFlow Status for Sales Orders
You can now set the WorkFlow Status to only show in the Sales Order Picking Lists page
25. Product Price and Costs (Optional) has been updated to 25. Product Costs (Optional) with a new layout for importing Supplier Pricing
Delivery Route column (hidden by default) has been added to the Sales Orders : Left to Deliver\Invoice report
Delivery Instructions column (hidden by default) has been added to the Sales Orders : Left to Deliver\Invoice report
Department Name (hidden by default) columns added to the Hire Products Page
Packing module has been added to the Warehouse Section of the cloud version
Mobile App : The ability to Clock Time has been added to the Repair Cards
Mobile App : The work shop defaults to Work In Progress when opening it up
Mobile App : When clocking off a Repair Card, if you enter incorrect details, you will now be left on the Clock Off screen to correct the information
Mobile App : Packing Module added to the Warehouse Screen
Mobile App : A new permission has been added to control who can Part Pack a Dispatch
Goods Receipts -> Book Stock In has been moved to the bottom right of the page
Email\Print Purchase Order Pop Up Print button changed to use the same print function as clocking on the Goods Receipt\Purchase Order List screen
Purchase Orders -> Create Purchase Order has been moved to the bottom right of the page
Purchase Orders -> Create PO Number has been moved to the bottom right of the page
You can now add Delivery Charges (Products with a Delivery Charge Product Type) to Supplier Invoices
On the Supplier Invoices List when clicking on the Lines tab, the Invoice comments are now visible
On the Supplier Invoice Edit page the Complete button has been renamed to Save
Additional Charges (hidden by default) column has been added to the Supplier Invoice List
Additional Charges (base) (hidden by default) column has been added to the Supplier Invoice List
When adding Additional Charges to the Supplier Invoice, these will be broken down over the Purchased Products to set their landed cost
Bank Name has been added as a Property to the Custom Invoice Template
Bank IBAN has been added as a Property to the Custom Invoice Template
Bank Account Number has been added as a Property to the Custom Invoice Template
Bank Sort Code has been added as a Property to the Custom Invoice Template
Default Invoice Bank has been added to the Customer Edit Page, allowing you to print different Bank Details on the Invoice according to the selected customer
A new Email notification has been added to alert QA of Delivery of Products that they need to review
The ability to Merge Purchase Orders has been added to the Purchase Order Page
On a Sales Invoice, when selling a Customer Restricted Product, the customer must have a Restricted Product Delivery Address
On a Quote, when selling a Customer Restricted Product, the customer must have a Restricted Product Delivery Address
On a Credit Note, when selling a Customer Restricted Product, the customer must have a Restricted Product Delivery Address
On a Proforma Invoice, when selling a Customer Restricted Product, the customer must have a Restricted Product Delivery Address
On a Sales Order, when selling a Customer Restricted Product, the customer must have a Restricted Product Delivery Address
Added the ability to add a delivery charge directly to a product
DHL Exported added
Release Notes 20/01/2025
Customer Class (hidden by default) column has been added to the Sales Ledger – Invoice Day Book
Customer Class (hidden by default) column has been added to the Sales Ledger – Credit Note Day Book
Customer Class (hidden by default) column has been added to the Sales Ledger – Adjustment Day Book
Customer Class has been added to the Sales by Product report as a filterable parameter
Customer Class has been added to the Sales by Category report as a filterable parameter
The Title on the Sales by Staff report from Sales by Sales Person to Sales By Staff
Customer Class has been added to the Sales by Staff report as a filterable parameter
Payment Total (hidden by default) column has been added to the Products by Customer report
Customer Class has been added to the Sales by Account Manager report as a filterable parameter
Customer Class has been added to the Sales by Tag report as a filterable parameter
Customer Class has been added to the Sales by Staff and Tag report as a filterable parameter
Customer Class has been added to the Sales by Customer report as a filterable parameter
Customer Class has been added to the Sales by Customer Tag report as a filterable parameter
Customer Class (hidden by default) column has been added to the Customer List Page
A new Product Type called “Delivery Charge” has been added and this is needs for creating Delivery Rates
Trade Counter : Active Delivery Rates will now auto add to the Sales Invoice depending on the Delivery Rate Criteria. This will not add Delivery Rates when editing an Invoice
Proforma Invoices : Active Delivery Rates will now auto add to the Proforma Invoice depending on the Delivery Rate Criteria. This will not add Delivery Rates when editing an Proforma Invoice
Quote : Active Delivery Rates will now auto add to the Proforma Invoice depending on the Delivery Rate Criteria. This will not add Delivery Rates when editing a Quote
Sales Orders : Active Delivery Rates will now auto add to the Proforma Invoice depending on the Delivery Rate Criteria. This will not add Delivery Rates when editing a Sales Order
Product Barcodes has been added to the side menu
You can now Export the Product Barcode for all products to Excel
Product Barcodes permission has been added to control who can view the barcodes
The ability to Delete Product Barcodes has been added and is controlled by the “Delete.Records” permission
Mobile App: Mileage\Hours is now editable when recording details in the WorkShop
On Hold (hidden by default) column has been added to the Customer List Page
Customer PO Column on the Customer Quick View is now using the same localisation text as the Purchase Order text box in the sales invoice page
Customer Purchase Order column add to the Products Tab under Customer Quick View
Customer Delivery Address (hidden by default) added to the Products Tab under the Customer Quick View
Customer Purchase Order column add to the Products By Customer Report
Customer Delivery Address (hidden by default) added to the Products By Customer Report
Sales Person column has been added to the Products By Customer Report
Customer Class (hidden by default) has been added to the Products By Customer Report
Credit Limit Column has been added to the Aging Summary Report
Credit Days Column (hidden by default) has been added to the Aging Summary Report
Customer Class Column (hidden by default) has been added to the Aging Summary Report
Clicking the Code Column on the Aging Summary report now shows the Customer Quick View
Clicking the Name Column on the Aging Summary report now shows the Customer Quick View
“Control the WebStore Prices from Turbo Inventory” setting is now looked at when sending updates to Shopify
The Product Purchase Price is now localisable, some clients will call this Landed Cost
Mobile App : You can now print the Sales Invoice from the Sales Invoice List screen (compatible hardware required)
Mobile App : You can now print the Sales Invoice from the Customer Edit screen (compatible hardware required)
User Defined 2 Column has (hidden by default) been added to the Purchase Order tab on the Purchase Orders List Page
User Defined 3 Column has (hidden by default) been added to the Purchase Order tab on the Purchase Orders List Page
User Defined 4 Column has (hidden by default) been added to the Purchase Order tab on the Purchase Orders List Page
User Defined 5 Column has (hidden by default) been added to the Purchase Order tab on the Purchase Orders List Page
Ordered By Column has (hidden by default) been added to the Purchase Order tab on the Purchase Orders List Page
Purchase Order List is now fully customisable, you can change the column layout, decide what columns should be visible and this will all be stored per user
Email Status has been added to Purchase Orders, now when sending the email it will mark the Purchase Order as “Email Sent”
Email Status column (hidden by default) has been added to the Purchase Order List
Email Status column (hidden by default) has been added to the Purchase Order – Back Order List
Tags column (hidden by default) have been added to the Product List Page
Customer Product Restriction has been removed from Customer Class to Customer Tag to allow for more customisation on the restrictions
Release Notes 13/01/2025
On the Sales Invoice List, is the invoice has a Zero Total and a Zero Payment it is now marked as Paid
Big Red Cloud Integrations : Improvements to the Bank Receipts posting
You can now set the default Stock Sales Unit of Measure
You can now set the default Stock Purchases Unit of Measure
Last Supplier has been added to the Product Batch screen, this can be different for each Batch from a specific product and also different to the Last Supplier on the Product Page
In the Sales Order List Page, when viewing the detail about the Sales Order you will now see all linked Purchase Orders
When creating a Purchase Order from a Sales Order, this stock becomes Hard Allocated to the Sales Order and can’t be allocated to another Sales Order
When finalising a Sales Order and if there are lines on a Purchase Order, a note is recorded against the Purchase Order and an email is sent to the Suppliers Account Manager
When cancelling a Sales Order and if there are lines on a Purchase Order, a note is recorded against the Purchase Order and an email is sent to the Suppliers Account Manager
On the Quick Product View, when viewing History – Documents the Stock Adjustment Reason is now included in the Narrative
On the Stock Adjustment Print out the Stock Adjustment Reason is now included
On the Stock Adjustment Print out the Employee Name that performed the Stock Adjustment is now included
When doing manual Production (Using the Stock Adjustment Reason of Product), the Raw Material are now posted using the unit cost of the Raw Material and not the Finished Goods
Mobile App : A new option has been added to allow you to manual enter the Picked Quantity (without having to Scan the product or use the “+”\”-” buttons)
In Sales Orders – Ready To Invoice a new option has been added called “Invoice & Edit”, this allows you to automatically edit the invoice after it has been created for the Dispatch
New permission added (Sales Orders – New) to control who can create a New Sales Order
New permission added (Sales Orders – Import) to control who can import Sales Order
A import template has been added for Sales Orders -> 35. Sales Orders (Optional)
On the Sales Orders -> Ready to Invoice tab, you can now multi-select Dispatches and batch invoice them
Mobile App : A new “Finish Picking” button has been added to Picking screen to allow the user to part pick a Sales Order
On the Price Book View, if the Product only has a Discount Percentage it will now show on the Product List
Discount Percentage has been added to the Price Book Import
If you have the “Delete Records” permission, you can now delete a Price Book
Sales Orders now enforce the Discount Percentage from Price Books
Quick EPOS screen now enforces the Price Books -> Discount Percentage. Discount Percentage it taken over the List Price
Quick EPOS fixed an issue with the Sale Discount not calculating correctly
Fixed Shipping Address issues with Orders coming from TikTok into Shopify
New option added to Warehouse -> Picking Lists Page, that allows you to multi-select Sales Orders and assign the Picker
New permission created Picking Lists – Assign Pickers, and this controls is the user can Batch Assign pickers in the Warehouse -> Picking Lists Page
Mobile App : New permission created App – Warehouse – Part Picking, when turned off if the user tries to part pick a Sales Order, they will require manager override
Mobile App : When picking stock, you can now scan the Bin Location to confirm that you have picked the right location
A new setting has been added called “When picking stock (Warehouse -> Picking Lists), you need to scan the Bin Location”, when this is on you must scan the Bin Location
Mobile App : When in the Picking Lists (Orders waiting to be picked) you can now sort by the Product Count, highest product count will move to the top
Mobile App : When in the Picking Lists (Orders waiting to be picked) you can now sort by the Order Value, highest Order Value will move to the top
Mobile App : When in the Picking Lists (Orders waiting to be picked) you can now sort by the Bulk (Product Quantity), highest Bulk will move to the top
A new permission has been added called Customer – Quality Assurance, this controls what users can access Quality Control data about the customer
A new permission has been added called Customer – Status, this controls what users can change the Status of the Customer
A Pharma Registered Address (Editing controlled by the “Customer – Quality Assurance” permission) has been added to the customer
A new tab has been added to the Customer Quick View that contains all the Quality Assurance controlled fields
A new localisation option has been added to rename Customer.Stauts -> Deleted, this allows you to rename the Deleted Status to a more company specific terminology (i.e. Not Approved)
A new localisation option has been added to rename Deleted Customers Reports to account for the Customer.Status terminalogy change
A new tab has been added to the Customer Edit screen for “Customer – Quality Assurance”
Payment Column (hidden by default) has been added to the Supplier Invoice Page
On the Supplier Invoice Page, when viewing the detail of the Supplier Invoice, you have a Payments tab
A new permission has been added called Purchase Orders – Delete Line, this controls if the user can delete a line from the Purchase Order
A new permission has been added called Goods Receipts – Delete Line, this controls if the user can delete a line from the Goods Receipt
Fixed timing issue on Archive a product on Shopify
Release Notes 06/01/2025
FreeAgent Integration : You can now manually push a Purchase Invoice
Shopify Integration Improvements
When viewing a Purchase Order with a Product line from a Sales Order you can now print the Sales Order by clicking “Sales Order” under the Sku
When viewing a Purchase Order with a Product line from a Sales Order you can now print the Sales Order by clicking “…” and then clicking “Print Sales Order”
Release Notes 30/12/2024
Added Plastic Recycling Number, as an optional vairable, to the Custom Invoice Template
Delete Line in the Work Shop now has its own permission instead of using the Delete Record permission
Repair Card Numbers are now controlled under Sequence Numbers and not Apps -> Work Shop
Improved Equipment search when adding an appointment to the Dairy
On the Diary I have improved the experience of the auto complete drop down when searching a lot of records
You can now create the Work Shop Card directly from the Diary
Diary Legend, “Client Arrived” and “Appointment Finished” are now localisable fields
In the Work Shop you can now select the address where the work is to be carried out
In the Work Shop List, the Address has been added to all the tabs, this column is hidden by default
Product Email Reminders have been updated to include the Name of the Customer Equipment
Product Email Reminders have been updated to include the Number Plate of the Customer Equipment
Product Email Reminders have been updated to include the Reference of the Customer Equipment
The Reminder Report has been added to the Work Shop section under Analytics
In the Diary Appointments without linked Customers are now editable
In the Supplier Invoice List Page, when viewing the Invoice details, you can now click on the Sku to get the Product Enquiry
In the Supplier Invoiced Edit Page, you can now click on the Sku to get the Product Enquiry (opens in a new tab)
When posting a Supplier Invoice, if the Invoice Number has already been used you now get a warning
FreeAgent App Added
Turbo now pushed new Customers to FreeAgent every night
Turbo now pushed new Suppliers to FreeAgent every night
FreeAgent Integration : You can now manually push the customer
Major speed improvements on the entire app
FreeAgent Integration : You can now manually push the Sales Invoice
Release Notes 23/12/2024
New permission added to control the editing of a Sales Invoice\Credit Note\Proforma Invoice
Customer.Payment, “Customer Balance” permissions now controls “Make a Payment” on the Invoice View
Delete Permission is now checked when trying to Delete a line from the Work Shop
Customer Registration Number has been added to the Customer Edit Screen
Customer Registration Number has been added to the Customer List and is hidden by default
Customer Registration Number has been added to the Customer Import
When creating a new Location all the Document Numbers are now auto generated, instead of waiting till the first document is generated
When using “Give the ability to record the Pallet Information and multiple Batches per single Product”, you can now have “Auto generate the Pallet Number” and it will auto generate the Pallet Number
Last Unit Cost has been added to the Product Batch List, and this is the last delivered unit cost, going forward only
QA Required has been added to the Product Edit page
QA Required has bee added to the Product List page (hidden by default)
You can no longer edit Supplier Pricing on the Product Quick View, this is a View only Page
Preferred Supplier flag has been added to the Product Quick View -> Supplier Pricing Tab
In the Product Edit page Purchase Pricing tab has been renamed to Supplier Pricing to better match the Product Quick View
In the Product Edit Page under the Supplier Pricing tab, you can now select the Preferred Supplier for your product
When invoicing Dispatch you are now left on the Sales Order -> Ready to Invoice screen
In the Product Edit Page under the Supplier Pricing tab, you can see the Supplier Product Code
You can now add new Supplier Pricing Records from Product Edit -> Supplier Pricing
Created By has been added to Active Quotes
Created By has been added to Invoiced Quotes
Created By has been added to Lost Quote
Invoiced Quotes has been renamed to Won Quotes
Improvements posting Meta Data to Shopify when Shopify is the primary Product Database
You can rename “Location” to your specific terminology for Branches\Locations\Sites
You can rename “All Location” as per above
Email Status has been added to the Active Quotes Page
Email Status has been added to the Won Quotes Page
Email Status has been added to the Lost Quotes Page
In Lost Quotes the Lost Reason is now the description of the reason and not the unique identifier
Remove “Import” button from the Supplier List page, which had been replaced in functionality with the “Imports” button
The ability to import Goods Receipts has been added into the Goods Receipt Page
Additional Details has been added to the Product Quick View
Full Description has been added to the Product Quick View
On the Work Shop Edit screen the “Serial Number” column now has the same label as when editing\adding Customer Equipment
On the Work Shop List the “Reg” column is now also named the same as the Serial column
Mobile App : On Work Shop Edit screen “Reg” is now named the same as the Work Shop List and Edit Pages
Mobile App : When editing a Work Shop item the “Reg” field is now populated, this is when not using the Work Shop for internal use
Mobile App : When receiving Stock (Receive -> Without Purchase Order) in you can now print the Barcode labels directly from the app (compatible Hardware Required)
Mobile App : When receiving Stock (Receive -> With Purchase Order) in you can now print the Barcode labels directly from the app (compatible Hardware Required)
Xero Integration : It now send Cash Sales individually instead of one whole figure
On a Quote you are now not forced to enter a Batch Number
You can now change the customer on a Quote, when editing it
On Active Quotes you now have the ability to repeat it with one click
On Won Quotes you now have the ability to repeat it with one click
Account Manager has been added to the Supplier Edit Page
If you do not have permission to make a Supplier Payment you now have Column Chooser available on the Supplier List
If you do not have permission to make a Supplier Payment you can no longer see Credit Limit on the Supplier List
If you do not have permission to make a Supplier Payment you can no longer see Credit Days on the Supplier List
On the Supplier List Page a new option (“…”) button has been added allowing you to edit the supplier without clicking view
On the Supplier Quick View the “Supplier.Edit” permission is now enforced
Account Manager has been added to the Supplier List Page (hidden by default)
A “Order Stock” option has been added to the Active Sales Order Page
With the Shopify Integration, is a Shipping Address is provided this is used over the Billing Address as the Delivery Address in Turbo
Release Notes 16/12/2024
Low Stock Alert Email now looks at 60 days of Sales instead of just 30
Xero Integration : If you are set up as VAT Exclusive the Sales Invoices in Xero are now also marked as VAT Exclusive
Xero Integration : Now has the option to not pull Customers from Xero and only send them
Xero Integration : Now has the option to not pull Suppliers from Xero and only send them
Big Red Cloud Integration : Now has the option to not pull Customers from Big Red Cloud and only send them
Big Red Cloud Integration : Now has the option to not pull Suppliers from Big Red Cloud and only send them
Purchase Order -> Internal Instructions : You can now create Templates for the Internal Instructions, and this can be selected in Purchase Order or Goods In Edit
Mobile App : When going to deliver against a Purchase Order, you can now filter by Supplier first to limit the number of Purchase Orders
Mobile App : In the Purchase Order List, there is now a button called “Receive without a Purchase Order” to quickly go directly to receiving stock is a purchase order doesn’t already exist
When editing a Purchase Order, the “Order By” field is now recalled on screen
When editing a Purchase Order, the “Order By” field is now read-only
On the Purchase Order List Page, a new filter has been added to allow you to filter by the “Ordered By” Employee
On the Purchase Order List Page, as the Goods Receipts have been moved to their own Page, the Status filter has been removed
Xero Integration : A new option has been added in to not send the Supplier Invoices\Payment
Purchase Order Approval : You can now edit the Purchase Order from the Purchase Order Approval page
Editing a Purchase Order that requires Approval will not remove the “Required Approval” flag
Home Page : You can now see the Total number of Purchase Orders waiting for Approval and how many of them belong to you
Purchase Order Approval : When a Purchase Order is Approved, an email is now sent to the Employee who created the Purchase Order letting them know
Purchase Order Approval : You cannot Approve or Reject any Purchase Order that you have created
Once a Purchase Order has been Approved it can no longer be edited
On Purchase Order -> Reordering you can now edit the Qty to Order before generating the Purchase Order
QuickBooks Integration : Better error handling has been added to the manual sync
Xero Integration : Better error handling around sending Payments
Xero Integration : When manually sending a Sales Invoice, it will now also send the Payment
Goods Receipts List : Clicking on the Supplier Name will now give you the Supplier Quick View
Purchase Order List -> Purchase Order Tab: Clicking on the Supplier Name will now give you the Supplier Quick View
Purchase Order List -> Back Order Tab: Clicking on the Supplier Name will now give you the Supplier Quick View
Purchase Order List -> Received Purchase Order Tab: Clicking on the Supplier Name will now give you the Supplier Quick View
Purchase Order -> Suggested Order : You can now add a “Increase %”, to account for expected increase in sales
Inventory Forecasting : The table now remembers last filters, column layouts per user
Inventory Forecasting : The Stock Alert level column has been added
Inventory Forecasting : The Qty to Order column has been added
Inventory Forecasting : You can now generate Purchase Orders directly from this report
Big Red Cloud Integration : When a Supplier in marked as Dormant in Big Red Cloud it will be deleted in Turbo
On a Purchase Order when generating it against a Vat Exempt Suppliers the VAT Rate is now auto adjusted to Exempt
On a Goods Receipt when generating it against a Vat Exempt Suppliers the VAT Rate is now auto adjusted to Exempt
On a Purchase Order if you don’t have a Vat Exempt Rate you won’t be able to generate
Big Red Cloud Integration : Supplier Reverse Charge VAT is now correctly posted to Big Red Cloud
On the Product List with either Invoice.Cost or Show.Retail turned off you will now be able to select what columns you want visible
Mobile App : When searching on the app it will now also search “Additional Details”
Mobile App : When viewing the product, it will now show the “Additional Details” on the screen
Release Notes 09/12/2024
Fixed exported to Accounts Package message as they were hard coded to Big Red Cloud
Xero settings page now correctly redirects to the Integrations Page
On the Xero link we now ignore Archived or Delete Nominal Accounts
Mobile App was shown Un-Approved Purchases Orders when looking to deliver Purchase Orders
Menu – Apps now has a User Permission
Menu – Product Attributes now has a User Permission
The Deleted Products Report now has a View button
On Order Quantity Column has been added to the Stock Reordering Report
On the Stock ReOrdering Report the Required column has been renamed to “Qty to Order”
Manufacturing : You can now specify the Batch Number Format for any product you manufacture
Manufacturing : You can now Partial Complete a Manufacturing Order and have it update the Stock as you go
Supplier Part Number is now available on the Product Quick View
Brand is now available on the Product Quick View
The Work Shop now shows the default Product Quick View screen when clicking Enquiry
On the Xero integration we now only pull new products
Product Sales Performance now has an export option
Product Sales Performance has been updated to the new report template
Stock Reordering now allows you to select the Products and Generate the Purchase Order in one click
MetaFields can now be linked to the Variant Products in Shopify
Xero Integration : We now copy the Name from Xero for Vat Rates
Xero Integration : Improved Payment posting
Xero Integration : Failed exports now show on the Failed Exports report
Xero Integration : Only new Customers and new Supplier are pulled from
On Hire Contracts, when you go to complete it, if the deposit is greater than the Invoice Total you won’t be allowed to continue
Active Sales Order, Created Source has been added as a column
When deleting a Goods Receipt linked to a Purchase Order, the quantities delivered will be put back on the Purchase Order and it will be moved into the Back Order Tab
Bin Location has been added to the Goods Receipt Print Out
Bin Location has been added to the Goods Return Print Out
Unit Price has been removed from the Goods Receipt Print Out
Unit Price has been removed from the Goods Return Print Out
You can now add Internal Instructions when posting a Delivery against a Purchase Order
Customer Statements can now be grouped by the Company Locations
Release Notes 02/12/2024
Added an option to only create Sales Orders when pulling orders in from Shopify
Customer Class has been added to the Active Sales Orders list
Customer Class has been added to the Complete Sales Orders list
Customer Class has been added to the Warehouse -> Picking Lists (Cloud version only)
Customer Class has been added to the new layout Sales -> Sales Invoice Lists
Customer Class has been added to the Credit Notes Lists
Customer Class has been added to the new layout Sales -> Draft Sales Invoice Lists
Customer Class has been added to the Outstanding Invoices Lists
Customer Class has been added to the Proformas Invoices Lists
Product Image ([productImage]) as been added to the Custom Designed Shelf Edge Labels
On the Customer Quick View, Contacts and Notes are now included in a new Tab called “CRM”, this tab now also includes the Delivery addresses
Deliveries (Dispatch Notes) are now available on the Customer View
You can now have custom Status in a Manufacturing Order
Manufacturing Order Status is now a tracked field
New Option added to disable the editing of a SKU once a product has been created
On Xero when sending the Supplier Invoices the Invoice Number from Turbo will be sent as the Invoice Number for Xero
On the Xero Integration the Payment Due Date is now sent for Supplier Invoices
The ability to manually push a Supplier Invoice to Xero has been added
The ability to manually push a Customer Invoice to Xero has been added
On Xero when sending the Customer Invoices the Invoice Number from Turbo will be sent as the Invoice Number for Xero
You can now add the Customer Purchase Order number on the QPOS screen
For the Product Weight, Height and Length you can now see the Measure Type (i.e. CM, MM) and change it to your default measurement type
On the Sales Order Edit Page, the ability to change the default Delivery Route for the Sales Order has been added (it defaults to the selected Customers Delivery Route)
The Delivery Route column has been added to the Active Sales Orders List
Supplier Part Number has been added to the Product List
Unit of Sale has been added to the Product List
Unit of Purchase has been added to the Product List
On the Deliveries by Product Report the Document Number column is now clickable to reprint the original Document
On the Deliveries by Product Report the PO Number column is now clickable to reprint the original Purchase Order
When printing a Goods Receipts, if the overall quantity is negative the document is now tagged as a Goods Return
When printing a Supplier Invoice, if the overall total is negative the document is now tagged as a Credit Invoice
Sub Categories has been added to the Product Edit Page
Sub Category has been added to the Product List Page
WorkShop : Product Link Quantities are now included instead of adding all lines as a quantity of 1
Xero : You can now disable the pulling of products from Xero
Xero : You can now set Turbo to match customer on the Xero ID only, and stop matching on Phone Number and Email Address
Release Notes 25/11/2024
Product View -> History -> Documents for Stock Count lines this now shows the figure counted instead of the Variance
When clicking the Detail Arrow on a Sales Order there is a new History tab which shows you history about the Sales Order
When clicking the Detail Arrow on a Sales Order there is a new Notes tab which shows you all the notes on the Sales Order
When converting a Proforma Invoice to a Sales Order it now correctly marks the Proforma Invoice was complete
Total Weight has been added to Sales Order List
Total Gross Weight has been added to Sales Order List
Total Weight has been added to Sales Order Picking List
Total Gross Weight has been added to Sales Order Picking List
On the Mobile App when going into Warehouse -> Picking Lists you are now auto selected as the default Picker
On the Mobile App there is a new label in Warehouse -> Picking Lists to show you the number of Picking Lists
On the Mobile App when Sales Orders are turned on and Invoice Sales Orders on Dispatch is turned on, the Picking Lists loaded by default are the Picking Lists assigned to you for picking
On the Mobile App when Sales Orders are turned on and Invoice Sales Orders on Dispatch is turned on, the label for the drop-down box is now correctly named “Assigned Picker”
On the Mobile App Total Weight has been added to the Picking List Page
On the Mobile App Total Gross Weight has been added to the Picking List Page
On the Mobile App the Product Wright has been added to the Picking List Item Page
On the Mobile App the Product Gross Wright has been added to the Picking List Item Page
On the Mobile App on the Picking List item page, there is now a sort filter to sort by Bin Location, Weight and Gross Weight
Xero Integration Improvements
On the Mobile App when using Batch Picking the Sort By filter on the Picking Items Page is disabled
On the Mobile App you can now sort the Picking List Item by Weight (Heaviest to Lightest) and Bin Location
On the Mobile App, the Picking List page now shows the Expected Delivery Date instead of the Created Date
On the Mobile App, the Picking List page now allows you to sort by Delivery Date and Weight (Heaviest to Lightest)
On the Mobile App you can now create Credit Notes
ON the Mobile App draft Sales Invoices are no longer shown
On the Work Shop, “Reference / PO Number” column has been added to the Lists, this is a hidden column by default
When picking Sales Orders or Sales Invoices on the cloud version batch numbers are now enforced on the batch tracked products
On the Mobile App in the Asset Check only Asset Type (Product Type 5) Products are now shown
On the Mobile App, with Sales Orders and “Invoice the Sales Orders one the Stock has been Dispatched” turned on you are now able to select Batch Numbers while picking
On Product View the On Order tab has been updated to show if the Product is on Back Order and allows you to print the Purchase Order directly from there
When “Force the user to select the Batch Number” is turned on and you are picking a batched product on the Mobile App, you will be presented with a list of the Batch Number
On the Dispatch Docket you can number added “DispatchBatchNumber”, “BatchExpiryDate” as new fields to the designer
Moved “When importing Invoices from Sales Channels auto generate a Sales Order” to the Advanced Configuration -> Sales Channels section
Meta Fields can now be controlled in Turbo for Shopify Stores
Added Work Shop and Project check to the Sales Invoice list to make sure the correct column headers are displayed
Release Notes 18/11/2024
Selling Price Column removed from the Receipting of a Purchase Order
Goods Receipt permission now controls if the user can book in stock or not
Fixed the Batch Printing issue with the Custom Invoice Template
Fixed the Batch Emailing issue with the Custom Invoice Template
When the Live Stock Take Module turned on you can now import off line stock takes
Price Including VAT tick box is now tracked on the Audit Trail
On the Xero Integration you can now set the default Status for the Customer Invoices
On the Xero Integration you can now set the default Status for the Supplier Invoices
Fixed issue with having a ” character in YourReference when posting Invoices to Big Red Cloud
Delete Record permission is now taking into Account on the Customer Delivery Address page
Customer Contacts now has its own page with a Delete option
Fixed TLS error on the Xero Integration
Product View -> History -> Documents now has a filter row available
Product View -> History -> Audit now has a filter row available
Product View -> History -> Audit now has a Create Filter option available
Product View -> History -> Audit now has a general search box available
Product View has a new Detail tab, that show the main details about the product without having to click edit
Product View -> Stock On Hand is now the Total Stock across all locations
Product View -> New Stock On Sales Orders value added
Product View -> You can now see the Lowest Price in the Last 30 days
Product View -> You can now see the Height Price in the last 30 days
Product View -> You can now see the number of days till you are out of stock
Product View -> You can now see the Stock Out Analysis
Product View -> Show.Retail permission is now implemented
Fixed an issue getting the Back Order details on the Customer Quick View
Fixed error when reported when importing Web Hook Sales Orders
Product View -> History -> Documents now contains the Location Name and is grouped by this columns
New report called Product History, which shows the records from Product View -> History -> Documents has been added
Removed “Receive Stock” from the Purchase List page, this is available on the Home Page and Goods Receipts Page
Renamed “Receive Stock” to “Book Stock In” on the Home Page to match the Goods Receipts Page
The option to have the Business Focus report as the default Home Page has now been removed
New field added to the Purchase Order Edit Page called Internal Instructions
New field added to the Purchase Order List Page called Internal Instructions
New field added to the Back Order Report Page called Internal Instructions
New field added to the Purchase Order Due Report Page called Internal Instructions
Delete command in the Goods Receipt page now correctly indicates if the Receipt was deleted or now
Goods Receipts Status column now allows you to filter on the Label description instead of Magic Numbers
When Purchase Orders is turned off, the following Menu Options are no longer available Requires Approval, Purchase Orders, Back Orders
New report called “Deliveries Due By Product”, now lists the products due for each Due Purchase Order
New permission added for the Sales -> Focus side menu option
New permission added for the Warehouse -> Focus side menu option
Under Sales – Focus a new Graph has been added called Order Row Profitability and it groups our Sales Invoices by Order Quantity and Profit Margin
New permission added for the Settings & Tools -> Shipping – Delivery Rates page
Product Weight has been added to the Sales Invoice Lines
Gross Product Weight has been added to the Sales Invoice Lines
Product Weight has been added to the Quote Lines
Gross Product Weight has been added to the Quote Lines
Product Weight has been added to the Proforma Invoice Lines
Gross Product Weight has been added to the Proforma Invoice Lines
Product Weight has been added to the Credit Note Lines
Gross Product Weight has been added to the Credit Note Lines
Product Weight has been added to the Sales Order Lines
Gross Product Weight has been added to the Sales Order Note Lines
If the user has permission to view the Invoice Cost, the Line total will be highlighted in Red if it is losing Margin on the Sales Invoice Edit Page
If the user has permission to view the Invoice Cost, the Line total will be highlighted in Red if it is losing Margin on the Quote Edit Page
If the user has permission to view the Invoice Cost, the Line total will be highlighted in Red if it is losing Margin on the Proforma Invoice Edit Page
If the user has permission to view the Invoice Cost, the Line Total will be highlighted in Red if it is losing Margin on the Sales Order Edit Page
Gross Weight is now a column available on the Total Bar on the Sales Order Edit Page
Gross Weight is now a column available on the Total Bar on the Sales Invoice Edit Page
Gross Weight is now a column available on the Total Bar on the Quote Edit Page
Gross Weight is now a column available on the Total Bar on the Proforma Invoice Edit Page
Release Notes 11/11/2024
On the WorkShop when assign the Job to a different Location, these are the Company Details that now print on the Repair Card
On the WorkShop print out an option to show the VAT column has been added
On the WorkShop List screen a new Picking Note option has been added
Zero Valued Supplier Invoices and Goods Receipts are no longer automatically marked as Paid
On the Supplier Invoice list, the Goods Receipts \ Credit Notes now allows you to print the original Goods Receipt Print out
The Inventory On Hand report is now available to user who can’t see Cost, this report will only show them the current inventory on hand and no financial information
Invoice Posted Column added to the Deliveries By Product Report
Delivered But Not Invoiced (By Product) Report added
Exported Column add to the Purchase Ledger Invoice Day Book Report to show if it has been posted to your Accounts Package
Exported Column add to the Purchase Ledger Credit Note Day Book Report to show if it has been posted to your Accounts Package
Exported Column add to the Purchase Ledger Adjustment Day Book Report to show if it has been posted to your Accounts Package
Bin Location added to the Batch Enquiry Page
Number of Back Orders added to the Warehouse Focus Page
Number of Back Orders added to the Home Page
Action Items removed from the Home Page
Batch Number added to the Deliveries By Product Report
Batch Expiry added to the Deliveries By Product Report
Batch Number added to the Delivered But Not Invoiced (By Product) Report
Batch Expiry added to the Delivered But Not Invoiced (By Product) Report
Customer Tag filter added to the Sales Ledger – Invoices Day Book
Customer Tag filter added to the Sales Ledger – Credit Notes Day Book
Customer Tag filter added to the Sales Ledger – Adjustment Day Book
Ability added to print the Invoice directly from the Sales Ledger – Invoices Day Book
Ability added to print the Credit Note directly from the Sales Ledger – Credit Notes Day Book
Customer Products renamed to Products By Customer in the Analytics Page
Customer Tag filter added to the Products By Customer
Project Description added to the Project Employee Hours report (by default this is a hidden column)
Nett Total added to the Products By Customer
Vat Total added to the Products By Customer
Major speed improvements on the Customer Edit screen
Work Shop Number has been added to the Kanban board
Delete Record permission is now checked when trying to delete a record from the Work Shop
In the Work Shop Complete and Invoice is now permission controlled
On Documents when a Location is set against an Employee they will only be allowed to create Documents for that Location
Release Notes 04/11/2024
Customer Class Restrictions Added to the Products
Customer Class Import added
Back Order tab add to the Customer view, it shows all Sales Orders and the products yet to be delivered
Outstanding Invoice Import now has a VATRate column
HSN Code has been added to the Product
Cubic Size has been added to the Product (this is used for calculating Landed Cost)
“Sales Reference is required for the Customer” has been renamed to “A Purchase Order is required for this Customer”
When converting a Quote to a Sales Order\Sales Invoice\Hire Contract or Proforma Invoice the Purchase Order number is now copied over
Delivery Instructions are now available on the Customer, Delivery Address and Sales Order, these will show on the Picking Screens and can be added to the Delivery\Picking Notes
On the Customer View, the Invoices and Payments tab has been merged into a Single Financials tab
When adding a Delivery address on smaller screens (tablet sized), the entry form now has scrolling enabled
7 User Defined string fields added to Product Batches
7 User Defined number fields added to Product Batches
Product Batches table now stores the layout and last search information per logged in user
“Delete Records” permission is now reviewed when deleting a Supplier Invoice
Manufacturing Zones added in
Batch Tab on the Quick Product View now includes User Defined 1-7 and User Number 1-7
Batch Tab on the Quick Product View now remembers the table layout
Shipped Qty is now available on the Invoice Product screen on the Projects Edit
On the App the Camera is now correctly scanning the barcode on the Stock Count screen
The app now stores the Default Location for a user and sets this when doing an Asset Check
The app now defaults the Asset Check quantity to 1
On the Projects Edit page the “Show.Retail” permission is now enforced
On the App when creating a Sales Invoice there is now a Cancel option on the left hand menu
New option added to Projects to auto book in Material directly into the Project instead of the Default Location
The ability to transfer Material to a Project has been added
Option to send the Lowest Price in the last 30 days as the Compare At price for Shopify instead of the Was Price
Lowest and Highest Price are now visible on the Product Edit screen
Release Notes 28/10/2024
Disabling “Show.Retail” from Employee now removes the Retail from the Product Search
The Mobile App now handles Single Order Picking
Rounding issue on Sterling Supplier Invoices been sent to Big Red Cloud is now fixed
Unit Price has been added to the Deliveries by Product screen
Departments & Categories screen now also shows the Purchase Nominal and Sales Nominal values from your Accounts Package
“Checked By” permission is now enforced on the Purchase Order Receive Page
Supplier Quantity Breaks has been added
Release Notes 21/10/2024
Export option added to the Department\Category screen
Purchase Order Approval Module added
Additional Employee Permissions added
Delete Invoice option added to the new Invoice List screen
Invoices with part or full payment can no longer be deleted
App updated to allow the new Single Order Picking Module option
Performance Improvements
Release Notes 14/10/2024
Delivery Docket Number has been added to the Project Shipment print outs
New report for the clocked employee hours on Projects
New report to show a Asset Checks
New report to detail all product deliveries
Updated the Supplier Payments report
Release Notes 07/10/2024
New Warehouse Focus screen
Xero Improvements
Notes added to the Invoice View
Additional Information line removed from the Back Order report
New Sales Invoice Template
Purchase Order Template didn’t have a title specifying the type of document
Delivery Docket Number has been added to the Goods In print out.
“Misc Supplier Name” is now displayed on the Purchase Order, Goods In and Supplier Invoice print out if provided
On the Goods In\Purchase Order screen Amount has been renamed to Unit Price
You are now able to sort the columns in the “Docket Details” view in the Supplier Invoice screen
“Misc Supplier Name” column has been added to the “Docket Details” tab in the Supplier Invoice screen
Product Attributes are now all available on a new view
We now record the Highest and lowest price for all products in the last 30 days
Release Notes 09/09/2024
The start and finish pick time of each delivery is now recorded
On the Product View and Quick Inventory View you now have a new column called “Available” and this will tell you exactly what you have available based on the allocated and quantity on hand figures
Added the Batch Number to the Picking Screen for Sales Order where the specific batch number has been added
Fixed issue with Email Purchase Order pop up screen not closing
Fixed issue with the Statement Invoice not shown the Invoice lines
On the new Invoice List layout the Delivery Address is now included
Release Notes 02/09/2024
The ability to add Documents to the Purchase Orders and Goods In has been added
Fixed an issue when Completing\Finalising a Sales Order that had Additional Items lines
When editing a Document (Sales Invoice, Quote etc) the originally selected Customer is now locked
If you have selected a Customer and Delivery Location on a new document and you change it before saving, the Delivery Location is now reset
You can now repeat a Sales Order
When starting to pick a Sales Order it now checks if the Sales Order has been cancelled since you enter the screen
You now can’t cancel a Sales Order that you have started to Pick
When creating a Manufacturing Order, you can now immediately allocate the Batch Information for the pickers
Release Notes 26/08/2024
Added Closed – Won and Closed – Lost views to the Quotes screen
Added a Fuel Product type for Forecourts
Added a Project Import file option
Added a Project Properties Import file option
Customer details have been added to the Products By Customer report
Added Focus Dashboard under the Sales Menu
Add Expired Stock Quantity Figure to the Home Screen
Added Projects Clocked on report
Fixed Date entry issue on the Project Scheduling screen
Release Notes 19/08/2024
On the Quick Service Point Of Sale a new quick payment as been added to the Sale screen for charging the transaction to a customer account
When invoicing a repair card it is including the Repair card number on the invoice
Minimum and Maximum Order Quantities have been added to the product, and warehouse locations. This is also enforced on the Purchase Orders
When starting a Purchases Order or Goods In (if there are lines on the table) the Location and Supplier are now locked down
A new PrePayment report has been added
Batch Picking has been enabled for Sales Orders
When posting a Purchase Order it will now check for negative quantities before posting the Purchase Order
When using Single Stock Location Transfer In and Out modules are now disabled
Dashboard now shows the number of due deliveries compared to this time last week (like the sales figures)
You can not post a Supplier Invoice is there are no lines
When starting a new Work Shop Card on the Cloud, it will now list all active Repair Cards for the customer
Ability to add a single product has been added to the Manufacturing Order
Code added to the Supplier List screen
Supplier Invoice import added to the Supplier List screen
Margin has been added to the Sales Order Edit screen
VAT Rate has been added to the Repair Card print out
Release Notes 05/08/2024
The Supplier Payment report now contains the Payment Type and the Supplier Invoice details
On Dashboard now shows your default Currency Rate and if your Prices are Inc or Exc VAT
Release Notes 29/07/2024
New Project Shipments Report : Allowing you to report on all shipments recorded against the projects
Product Workflow Status added and is filterable on the Product list
On Manufacturing Orders, you can now view the Raw Material, change the BOM quantities, and add the Batch Numbers been used
On the Customer Quick View, all Active Sales Orders are now visible
When starting a new Sales Order, after selecting the customer if Sales Orders already exist a new pop up will display shown these to the user
Release Notes 22/07/2024
New Dashboard widget shown the Purchase Orders Due Today, clicking this will also bring you to the new Purchase Orders Due report
When paying a Supplier, you are now posting the payments in the Supplier Currency, previously the payments were posted in your Base Currency and then converted to the Supplier Currency
A new option called “Finalise” has been added to the Sales Orders where you have started delivering and invoicing the products already. This will allow you to complete the Sales Order without fulfilling all the requirements test
Manufactured products will now auto tick the “Is Pre Assembled” option on the Bill of Material
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