Sales Order – Line Notes
We have added Sales Order line notes to the system. You can now make notes on individual sales order lines as well as notes for the entire order. These notes can be printed on your reports as needed.
PO History Delete Program
The PO History Delete program has been enhanced to run faster.
Buyer Sales Analysis Summary and Detail Report
We have added Buyer Sales Analysis summary and detail report to the Sales Analysis reports menu.
Storage Unit
We have enhanced the Storage unit screen to show the sales order number that a storage unit was shipped on, as well as a link to the sales order screen. Clicking this link will open the Sales order screen on that order. We also added the label from the stock lot record to the list … Read more
Purchase Order
We have enhanced the PO by Stock and PO by Lot inquiry to show the unit and the qty ordered and qty received are now both shown in this unit
Account Receivable Receipts
We have enhanced the A/R Receipts screen such that the balance field will change to yellow in colour if the amount in it is not zero. This is of interest to our customers who use alternate units –> We have enhanced the pricing logic in the sales order screen such that if you change the … Read more
Create Purchase Order from Sales Order
We have added the ability to Create a Purchase Order from a Sales Order.
Attaching Scanned Documents
We have added the ability to add and remove scanned documents (and other files) to documents in PICS. This can be used for document imaging and much more. For example, you can attach scanned signature copies to Sales Orders. This can allow you to completely eliminate filing!
Stock on Special
Added the ability to put stock items “on special” and then if they are set that way, to email and/or fax broadcast only those items.
Promotional Broadcast
Added the ability to add a prefix to the subject for the price list broadcast emails and faxes. This allows you to put in things like “Christmas promotion”, etc.
Accounts Receivable Reports
We have added the ability to run A/R reports and show A/R information at the individual customer level, or at the “bill-to” level when you use the “bill-to” feature. This includes the ability to run separate statements for each “bill-from” customer or one statement for the “bill-to” customers which included all the open items for … Read more
Accounts Receivable Receipts
Changed the customer search code in A/R Receipts and A/R Vouchers to be consistent with Point of Sale and Sales Orders.
