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New Release 12/02/2014 – Advanced access control, Miscellaneous features

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/ElementAction
Dashboard: Bulk figures & chartsIf disabled, charts show zero Due and Overdue amounts.
Dashboard: PurchasesIf disabled, No purchase-related information is displayed on the dashboard.
Dashboard: SalesIf disabled, No sale-related information is displayed on the dashboard.
Dashboard: ReorderIf disabled, No reorder information is displayed on the dashboard.
Purchase Task – Order viewMakes Order tab in Purchase Task read-only or hidden.
Purchase Task – Order authorisationIf disabled, hides Authorise Order button.
Purchase Task – Stock Received viewMakes Stock Received tab in Purchase Task read-only or hidden.
Purchase Task – Stock Received authorisationIf disabled, hides Authorise Stock Received button.
Purchase Task – Invoice & Credit Note viewAllows to make Invoice, Credit Note and Unstock tabs in Purchase Task read-only or hidden.
Purchase Task – Invoice & Credit Note authorisationIf disabled, hides Invoice and Credit Note Authorise buttons.
Purchase Task – Undo & VoidYou are only able to Undo and Void Purchase tasks or Purchase Credit Notes if this permission is enabled for you.
Supplier – Purchase HistoryAllows to hide Purchase History tab on Suppliers
Sale Task – Margin InfoAllows to hide Margin column on Quote, Sale Order and Invoice tabs
Sale Task – Quote viewAllows to make Quote tab in Sale Task read-only or hidden.
Sale Task – Quote authorisationIf disabled, hides Authorise Quote button.
Sale Task – Order viewAllows to make Order tab in Sale Task read-only or hidden.
Sale Task – Order authorisationIf disabled, hides Authorise Order button.
Sale Task – Pick viewAllows to make Pick tab in Sale Task read-only or hidden.
Sale Task – Pick authorisationIf disabled, hides Authorise Pick button.
Sale Task – Pack viewAllows to make Pack tab in Sale Task read-only or hidden.
Sale Task – Pack authorisationIf disabled, hides Authorise Pack button.
Sale Task – Ship viewAllows to make Ship tab in Sale Task read-only or hidden.
Sale Task – Pick authorisationIf disabled, hides Authorise Ship button.
Sale Task – Invoice & Credit Note viewAllows to make Invoice, Credit Note and Restock tabs in Sale Task read-only or hidden.
Sale Task – Invoice & Credit Note authorisationIf disabled, hides Invoice and Credit Note Authorise buttons.
Sale Task – Undo & VoidYou are only able to Undo and Void Sale tasks or Sale Credit Notes if this permission is enabled for you.
Customer – Sales HistoryAllows to hide Sales History tab on Customers
Production – Undo & VoidYou are only able to Undo and Void Finished Goods and Issue To Production tasks if this permission is enabled for you.
Stock Transfer – UndoYou are only able to Undo Stock Transfer if this permission is enabled for you.
Stocktake & Stock Adjustment – Undo & VoidYou are only able to Undo and Void Stocktakes and Adjustments if this permission is enabled for you.
Product – Prices InfoAllows to make Price tab on Product read-only or hidden.
Product – SuppliersAllows to make Suppliers tab on Product read-only or hidden.
Product – Movements & Service usageAllows to hide Movements and Service usage tabs.
Product Availability – Stock ValueAllows 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.
All Features Included.

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