M. David Matney
07-03-2010, 12:25 PM
On the Maintain Product Screen, if you Change Status/Delete a Product, you are now required to select the New Product from the pull-down list before you can delete or change the status of a product
Because printing certain forms requires certain aspect of the order to be completed such as the contact name, address, city, state, zip, phone and schedule information, the Print Forms now will only be available if all the validation checks have passed. This is the same behavior that was in place for the “Print Order” Button.
When printing an individual invoice, if there was an error such as smtp internet settings were invalid, a message would appear indicating the e-mail was sent successfully as well as another message indicating there was an error. We have fixed this confusion of messages so that the error message displays only when there is an error and the successful message only displays when the e-mail was successful.
All Report printouts now have the ability to print multiple copies with a new pull-down list to select the number of copies to print. The default number of copies is 1
Corrected the Missing Override Deposit Requirement screen which allows a supervisor to override the deposit requirement while an associate without authority to override a deposit requirement is logged in and entering an order.
Provided more details on the Order Statistics Screen
You can now attach more than just orders to an internal e-mail message. You can also attach: Customers, Invoices, Payment Batches, Vendors, Purchase Orders, Associates, Timesheets and Products.
You can now schedule an e-mail to be delivered on a pre-defined date and time. Excellent for following up on Quotes, Vendor Conversations, etc.
A New Delete Function has bee provided within the E-Mail system to allow you to delete all e-mails from a folder. If you delete all e-mails from any folder EXCEPT the trashbox, the e-mail will not actually be deleted, rather it gets moved to the trashbox, however if you delete all e-mails from the trashbox, then they are removed from the POS and are non-recoverable.
On the System Setups Sales Tax Setup Functions, you could not edit existing sales tax rates when you used the “copy/new” function. This has been corrected. When you use the Copy/New function you can edit existing items that were copied as well as delete items that were copied.
The Reply Button in the E-mail system has been turned on. Also, the Reply to All Button in the E-mail system has been turned on
Previously, From Maintain Order, if you Click on Direct Billing Details and Then clicked on Change to select the customer to direct bill to, and then clicked on “Add”, or “Maintain”, or “Add Contact” the system would allow anyone to do either of these three options previously. We have added code to do the security check to make sure the person doing this has authority to manage customer accounts and if they are not authorized then these buttons will not be available
Previously, From Maintain Order, anyone could click on the “Invoice” button even if their security was set such that they were not allowed to Manager Invoices. Now a security check will occur if you click on “Invoice” to ensure the Associate logged in as authority to view the invoice. If they do not have authority, they will not be granted access to the invoice.
Added Sales Rep to Customer. When New order is entered for the Customer, the order will be defaulted to the Customers Sales Rep. It can be changed on the order after default
Add Default Order Comments to the Customer. So New Orders created for a Customer will default to the Order the comments that are defined in the Default Order Comments on the Customer Record.
Because printing certain forms requires certain aspect of the order to be completed such as the contact name, address, city, state, zip, phone and schedule information, the Print Forms now will only be available if all the validation checks have passed. This is the same behavior that was in place for the “Print Order” Button.
When printing an individual invoice, if there was an error such as smtp internet settings were invalid, a message would appear indicating the e-mail was sent successfully as well as another message indicating there was an error. We have fixed this confusion of messages so that the error message displays only when there is an error and the successful message only displays when the e-mail was successful.
All Report printouts now have the ability to print multiple copies with a new pull-down list to select the number of copies to print. The default number of copies is 1
Corrected the Missing Override Deposit Requirement screen which allows a supervisor to override the deposit requirement while an associate without authority to override a deposit requirement is logged in and entering an order.
Provided more details on the Order Statistics Screen
You can now attach more than just orders to an internal e-mail message. You can also attach: Customers, Invoices, Payment Batches, Vendors, Purchase Orders, Associates, Timesheets and Products.
You can now schedule an e-mail to be delivered on a pre-defined date and time. Excellent for following up on Quotes, Vendor Conversations, etc.
A New Delete Function has bee provided within the E-Mail system to allow you to delete all e-mails from a folder. If you delete all e-mails from any folder EXCEPT the trashbox, the e-mail will not actually be deleted, rather it gets moved to the trashbox, however if you delete all e-mails from the trashbox, then they are removed from the POS and are non-recoverable.
On the System Setups Sales Tax Setup Functions, you could not edit existing sales tax rates when you used the “copy/new” function. This has been corrected. When you use the Copy/New function you can edit existing items that were copied as well as delete items that were copied.
The Reply Button in the E-mail system has been turned on. Also, the Reply to All Button in the E-mail system has been turned on
Previously, From Maintain Order, if you Click on Direct Billing Details and Then clicked on Change to select the customer to direct bill to, and then clicked on “Add”, or “Maintain”, or “Add Contact” the system would allow anyone to do either of these three options previously. We have added code to do the security check to make sure the person doing this has authority to manage customer accounts and if they are not authorized then these buttons will not be available
Previously, From Maintain Order, anyone could click on the “Invoice” button even if their security was set such that they were not allowed to Manager Invoices. Now a security check will occur if you click on “Invoice” to ensure the Associate logged in as authority to view the invoice. If they do not have authority, they will not be granted access to the invoice.
Added Sales Rep to Customer. When New order is entered for the Customer, the order will be defaulted to the Customers Sales Rep. It can be changed on the order after default
Add Default Order Comments to the Customer. So New Orders created for a Customer will default to the Order the comments that are defined in the Default Order Comments on the Customer Record.