We are preparing a HUGE release this Spring with a focus on giving our users improved digital tools to be able to handle quotations and respond to requests for quotations efficiently. The feature set will include tools for creating, comparing, approving, rejecting, analyzing, and communicating about quotes.
This month's update focuses on improving purchasing and sales reporting for our users and ensuring that you can easily analyze data. Let's take a look at the new features, improvements, and fixes.
When creating a purchase order (PO) you can define if a line is shippable or not. For example, you can add shipping and handling fees to your PO and you don't need them to show in certain shipping documentation. Now the lines marked as not shippable will show in the order tracker as such.
Download the excel and open the sheet that contains the lines. You will see a shippable column and each cell will display yes/no.
All data is organized in chronological order and the layout is standardized across reporting sections.
The shipping status of each order is visible in the header sheet of the excel download of the order tracker report.
When you download the excel from the order tracker we have removed the timestamps associated with the order date, ship by date, and due date. This will allow for easier sorting and presentation of data.
You can add a part to your warehouse by searching your product database. The products are displayed so that the default product is at the top of the list, with the following products being listed in order of creation date, with the newest first.