The v1.7.5i update is ready for distribution. Please watch our video for a demonstration of the new features.
New Core Features:
- Price Modifiers (Optional)
-Round up selling unit price £0.05
-Force fixed price override
- Customer Statement manager redesign
- Payment history statement
- Outstanding invoices statement
- New Margin report
- Others Functions and Fixes
-Smart Achieving for network users
-One-Click bulk customer payment sort order updated
-Fixed calculate price lag
-Customer Shopping List update
Download the complete version history here.
Price Modifiers (Optional)
If enabled and unit price is over £1 it will be rounded up to nearest 0.05 e.g. £5.62 sell at £5.65 note that this only effects unit prices generated on percentages.
Force Fixed Price
If enabled Fixed price override selling prices will be override price group fixed prices.
Force Fixed £0.05
If enabled Force fixed price override selling prices and price group fixed prices over £1 it will be rounded up to nearest £0.05 note that this requires £0.05 Round-Up to be active.
Customer Statement Manager
Customer Statement Manager remodelled to accommodate new functions, Payment history Statement and Outstanding Invoices Statement.
Payment History Statement
The new Payment History Statement shows a statement of any payments made by the selected customer on the date range selected.
Clicking eMail will send the selected customer a PDF of their Statement and Invoices for the period specified, if the customer has made any payments in this period a payment history statement PDF will also be attached, and the body of the eMail will be changed to illustrate this. Note: Email feature requires Microsoft Outlook 2016 or higher to be open.
Outstanding Invoices Statement
From the Customer Statement Manager clicking Outstanding invoices will take you to a form where any customer that had an order that has not been closed (unpaid) will be listed. Select a customer and click to view the statement. This statement will show a summary of those invoices with a balance on all those invoices.
New Margin report
The new margin report can be found in the accounting management reports section. Enter a date range or use the selection tools to display margin for all those invoices, with a totals summary at the bottom. You can also filter this by customer by selecting from the dropdown menu at the top. To return to an all customers view click Reset.