• Enhanced the Sales & Purchases button – Much faster

 

 

• In the product record you can now change the default unit - if allowed - based on the current pack/per or new pack per (data department can issue new pack pers based on customer requests). if a pack per is greater that one the customer can split this product and sell split units from their own stock and default the split unit to their preferred sales unit if required.

 

 

• Improvement of QuickBooks transfers, will keep retrying to post if loses connection rather than failing

 

 

• When a voucher item is auto added to a web cart - this now takes the default cost center if it exists. This means if customer has mandatory cost centers it will no longer fail on invoicing.

 

 

• New company key has been added to split sales invoice PDFs into multiple 'single invoices' instead of the default of a consolidated report with many invoices (if due). This allows pdf readers to read the invoice automatically.

 

 

• Added a field to Dispatch Lookup. You may now filter on whether or not a Dispatch Note is on a Manifest.

 

 

• Added the ability to copy Orderpads (Favorites Lists) to other companies via the Company Grid Manager.

 

 

• Added Invoice Medium filter to the Company Grid Manager and company lookup and grid.

 

 

• Added functionality for Administrators to alter the "Last Date Company Information Transfer Occurred" (to financial system) manually in Administration.

 

 

• Added Depot filter to Purchase Order Lookup

 

 

• Added "On Hold" field to Sales Invoice Lookup filters. if on hold the EDC or manually will not allow the invoice to move to completed/posted until this is removed. Payment Status filter also added to sales invoice lookup.

 

 

• Added filter to Invoice header and lines Lookup that will show Fully Dispatched, Partially Dispatched, and Both.

 

 

• Unit type is now not required in the 'contract import'. If not supplied in the import file, the default product unit will be used. If the product is created the unit will default to Each/Individual item.

 

 

• Vouchers (Coupons) are now on the Webstore. These are set up in administration and can be optional per company and if set on WSCONT will be available without logging in.

 

 

• If an item on a quote or sales order is catalogue item only - the image is now found and put on the quote or sales report.

 

 

• Where relevant, the Stock Check gets data and updates a central database. This can be referenced by any company database and specific favorite DCs are added together and placed in the Vendor Record - for store or order automation stock checking.

 

 

• Quotes on the web can now be created from the back office and then pushed to the web for the contact on that quote. The Prima users sets a quote to 'Web Quote' and the status 'Web Quote Status' moves to pending - when complete set to 'Requires Customer Approval' and an email is sent to the user and the quote can be seen on that 'users' login as a quote basket. If user doesn't have an account, it is created automatically. Quotes on web can be confirmed, rejected or request a requote, in each case a reason for rejection or requote must be provided in the popup. The quote in Prima would then be updated and the notes appended in the quote header. The quote is then set to the required status in Prima e.g. 'Requires Dealer Approval'. These statuses can be filter on and saved in the dashboard.

 

 

• Extended the range of the history on the Invoiced Sales Analysis from 3 years to 10. It should be noted that extended periods of reporting may take considerably longer to load.

 

 

• Orderpads (Favorites Lists) are now inherently viewable on web even if the items they contained are not. This makes it easy for our users who have Government clients to easily set up an unviewable list just for them.