Additional Comment field on Sale Quote, Sale Order, Invoice and Credit Note lines

Use this field to add extra information for every line on your sale quote, sale order, sale invoice and credit note. This field is available as mail merge field on all corresponding document templates.  When exporting to Xero it will be shown as an extra line with a value in the description column on Xero invoice. This field is optional.

Access/Permissions Enhancement

Due to increasing demand we introduced granular control and access to information on various screens. Please see below the list of all screens and visual elements (tabs and buttons) you can control access to:

Page/Element Action
Dashboard: Bulk figures & charts If disabled, charts show zero Due and Overdue amounts.
Dashboard: Purchases If disabled, No purchase-related information is displayed on the dashboard.
Dashboard: Sales If disabled, No sale-related information is displayed on the dashboard.
Dashboard: Reorder If disabled, No reorder information is displayed on the dashboard.
Purchase Task – Order view Makes Order tab in Purchase Task read-only or hidden.
Purchase Task – Order authorisation If disabled, hides Authorise Order button.
Purchase Task – Stock Received view Makes Stock Received tab in Purchase Task read-only or hidden.
Purchase Task – Stock Received authorisation If disabled, hides Authorise Stock Received button.
Purchase Task – Invoice & Credit Note view Allows to make Invoice, Credit Note and Unstock tabs in Purchase Task read-only or hidden.
Purchase Task – Invoice & Credit Note authorisation If disabled, hides Invoice and Credit Note Authorise buttons.
Purchase Task – Undo & Void You are only able to Undo and Void Purchase tasks or Purchase Credit Notes if this permission is enabled for you.
Supplier – Purchase History Allows to hide Purchase History tab on Suppliers
Sale Task – Margin Info Allows to hide Margin column on Quote, Sale Order and Invoice tabs
Sale Task – Quote view Allows to make Quote tab in Sale Task read-only or hidden.
Sale Task – Quote authorisation If disabled, hides Authorise Quote button.
Sale Task – Order view Allows to make Order tab in Sale Task read-only or hidden.
Sale Task – Order authorisation If disabled, hides Authorise Order button.
Sale Task – Pick view Allows to make Pick tab in Sale Task read-only or hidden.
Sale Task – Pick authorisation If disabled, hides Authorise Pick button.
Sale Task – Pack view Allows to make Pack tab in Sale Task read-only or hidden.
Sale Task – Pack authorisation If disabled, hides Authorise Pack button.
Sale Task – Ship view Allows to make Ship tab in Sale Task read-only or hidden.
Sale Task – Pick authorisation If disabled, hides Authorise Ship button.
Sale Task – Invoice & Credit Note view Allows to make Invoice, Credit Note and Restock tabs in Sale Task read-only or hidden.
Sale Task – Invoice & Credit Note authorisation If disabled, hides Invoice and Credit Note Authorise buttons.
Sale Task – Undo & Void You are only able to Undo and Void Sale tasks or Sale Credit Notes if this permission is enabled for you.
Customer – Sales History Allows to hide Sales History tab on Customers
Production – Undo & Void You are only able to Undo and Void Finished Goods and Issue To Production tasks if this permission is enabled for you.
Stock Transfer – Undo You are only able to Undo Stock Transfer if this permission is enabled for you.
Stocktake & Stock Adjustment – Undo & Void You are only able to Undo and Void Stocktakes and Adjustments if this permission is enabled for you.
Product – Prices Info Allows to make Price tab on Product read-only or hidden.
Product – Suppliers Allows to make Suppliers tab on Product read-only or hidden.
Product – Movements & Service usage Allows to hide Movements and Service usage tabs.
Product Availability – Stock Value Allows to hide Stock Value column in Product Availability report.

Minor changes & fixes

  • ‘Not Invoiced’ filter option added to Sale Task List. It only shows Sale Tasks which have not been voided and where Invoice is not authorised.
  • SalesRepresentative Column added to Customers csv file import/export.
  • Import of Inventory List from csv file was enhanced to automatically create product families if product family with specified ProductFamilySKU value doesn’t exist in database.
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