New user permission: the user may work with any sales rep. Removing this permission only allows the person logging in to work with their own customers, and their own sales orders, quotes and invoices.
Sales reps can now be made editable/mandatory/read-only on customers and/or jobs.
New user permission to allow certain users to edit fields that have been made read-only for everyone else via the document field setup.
New user permission: the user may sell reserved stock. Removing this permission will prevent users from doing a New Invoice, and selling unavailable stock that is reserved for someone else.
Tracking numbers can now be picked up front when invoicing.
If you are busy creating a new quote, and have not yet saved it at all and there is a power cut (and the client PC is not on the UPS, only the server is), when you next log on to Omni, the quote you were working on will now appear where you left off.
Ability to use unallocated credits on a customer account when invoicing. Useful for:
You can now easily set one (or more) of your Tracking Batch Numbers to the Decanting Batch Reference number when manufacturing a batch by simply pressing F12 in the relevant Batch Number field to fill in the reference number.
If you needed to adjust your raw materials used, or the quantity produced – and you are only manufacturing one finished item – then getting the batch to balance is now as easy as clicking “Yes” to confirm. If you have more than one item, then you will still need to press F12 in the cost of the relevant target line to get the batch to balance.
Crediting an “Invoice what was used” job will now pre-populate the credit note with any stock receipted back to the job.
Useful when you have a 2-step procedure for processing credit notes, and do a final check before crediting.
You can now log on to another recently used company from the File menu.
When viewing a customer or supplier account (for example when drilling down from reports), the screen will now open on the Statement tab.
Two new functions have been added to the custom report writer to assist with more complex drilldowns and relationships between different reports.
If you have the communications switch, you can now send emails via SMTP, doing away with the need to have an email client installed along with Omni if you use a web based email provider.
These are just some of the highlights. Full release notes will be available upon release.