There have been various changes to help with promotions:
Line Discounts can now be a value or a percent. This includes the discount field on customer deals.
If you offer Line Discounts on sales documents, you can now set the discount percent for multiple lines at once.
There is now an optional Stock Sub-Category on stock items.
The volume discounts on deals can now be flipped between being “Minimum Qty”, and “Multiples of a specific Qty”.
If you use Stock Sub-Category Deals, and volume discounts (minimum or multiples), then deals for ‘Any’ Stock Code in a specific Stock Sub-Category can now be checked across all lines on an invoice, by invoking this new switch.
Examples of use:
Items are rung up as normal, and lines are analysed when moving to the totals tab, checking for any specials across multiple lines, when the quantities per sub-category are totalled up and summarised.
A Promotion description can now be entered on deals. This then allows you to pull sales analysis reports to see how your promotions are doing, for example:
|End of Season||22,000||2,000||6%|
See Details of Promotions changes for 7.18.65 for more details regarding all of the promotions and discounting changes done in this release.
If you have Sales Document Field setup, you can now optionally make the 8 Extra Customer Details fields available for editing on the sales documents.
If you have permission to do Credit Notes and Corrections, you can now correct non-financial fields on invoices like Area, Sales Rep and Transaction Analysis (when overall) as long as the periods have not been closed off.
Have workflows that will only ever apply to your company or your specific industry? You can now optionally specify/override qty, description, price and discount as well.
Formulas can even be picked up from any text field residing in your database if necessary – for example on one of the Extra Recipe Info fields.
Examples of use:
In the scripts section of the POS header editing, two new functions have been made available to add lines and alter the overall discount code. This then lets you add lines and /or alter discounts according to your own set of rules.
Some examples of use:
Once this option is invoked, all purchase orders need to be authorised before they are allowed to be sent off to the supplier.
You can specify the maximum value to which each employee is allowed to approve per order, giving you control over which orders need a manager’s approval.
Revising a Purchase Order will automatically invoke the need to be re-approved.
There are already quite a few ways to add stock to a purchase order, but this option allows you to take things a step further with complex customisation possible.
Works in the same way as the option on the sales documents described above.
Supplier accounts can now belong exclusively to a particular company branch, in the same way that customer accounts can.
Default Nominal Ledger Accounts are now configured per branch.
This gives you the ability to have:
NB. After upgrading, if you run multiple branches, ALL the branches, will take over the existing Nominal Ledger setup options. Ie. The system will run the same way the previous versions did. Should you want to start using the new functionality, you will then need to go in and configure the Nominal Ledger options for each branch accordingly.
Stock Images are now stored internally as JPG not BMP, making the size of your database much smaller if you store stock images within your main database file.
The default file location for saving reports, grids, etc to Excel is now the windows “My Documents” folder, and not a shared folder on the server.
When saving the report type, you can now pick “Analyse” and “Output to Grid”. This has several benefits, eg:
Can now pull any report data into an Excel spreadsheet as a dataset, using Excel’s web service option.
Unlike Google Docs which supports JSON, MS Excel still only supports XML, but adding .XML to the end of the report name will invoke our web service to return XML in place of JSON for the reports.
Invalidation of locking has been further improved, lessoning your chances of experiencing data problems if one person overrides another person’s lock.
Have also added a handy email button to the lock screen, which will prep a mail for you asking the person who has locked the item to please close it.