Companies
Contacts - back order notifications by email: new field on contacts to control sending of back order information.
1. Added a new field to contacts 'Send Backorder Email' Y/N default N
2. When set to yes this will work exactly like the Send Tracking Email does not (the above field can be placed directly below this field on the contact). As set in the admin schedule a regular EDI check is done and if any 'new back order information is available' an email is created - (for back orders this could be done just once a day not consolidating every hour like tracking does i.e. if 3 tracking lines created in last hour email will have body with 3 lines with tracking info and the lines in table set to Y so they are not sent again.
3. Every time a back order date changes (after the initial potential change in an acknowledgement) a trigger will enter that line in the back orders table.
4. An email will be created with all the lines that are not emailed status Y in that table i.e. all the new backorder change dates since the last time a back order email was sent out.
Company Update of Addresses on Cash Sales when created by EvoX:
Cash sales addresses should ONLY be updated if it can't find a match i.e. if address is exactly the same on post code and 1st line of address, a new address should not created.
Company Header: Added 3 new fields to the contact hover-over display
Web Enabled: Y/N
Credit Cards Y/N
Pay Type: returns the value in the field
NOTE: all these values are from the web details tab.
Company New Default on Customer Tab
Automatically send emails on sales authorisation:
Drop down option added to set as automatic emails - default manual in drop down. i.e. existing send emails on auth Y/N and manual/automatic.
Finding company by email for 3rd party stores etc. this is used in the GET Price and GET multiple prices - uses this stored proc to find the company.
1. updated the stored procedure to not look in archived locations
2. updated the stored procedure to not look in archived contacts
Note: we found this bug in the API call for Logicblock but would occur in all cases e.g. potentially evo.
US Best Price Files:
Company (supplier tab) import of Best Price File: Manual or automatic - these now will import and include items that don't exist in catalogue but DO exist as a supplier only (will need to be ticked as not in catalogue)
SOP
Orderpads:
Items deleted on catalog import - now get removed from the Orderpads automatically.
Shared Orderpads and Shared PACTS:
Company grid manager function has been added to updated shared company lists for orderpads or PACT lists.
1. only shared PACTS will show in the combo on the company grid manager.
2. only shared ORDERPADS will show in the combo on the company grid manager.
3. the lookup grid will now show the shared PACT reference in the lookup - this makes it easy to find the SHARED PACT (and the companies that share it).
NOTE: The company can now filter/see which are the 'parent' PACT in the lookup grid.
PACT Lines:
On Authorizing – do not update requirement lines with PACT reference IF that line is NOT a PACT line. Currently if an order has one PACT line then all requirement lines get the PACT code. The order splits if there are only a few items on the PACT.
NOTE: there is a supplier tab tick box to allow merging of PACT code and non PACT code items for that supplier - default should be 'Not Ticked'.
Sales Quotes and Advanced Sales Quotes:
Notes field now allows 1,000 characters to be entered and saved. This is in line with the size of the notes field in sales and purchase order lines.
Sales Orders Delete Multiple Lines and Improvement to When a Line can be Deleted:
1. Updated the line delete option so that if the item has 'deallocate' available - then deallocate and delete automatically.
2. Added new feature (exactly like quotes) which will multi-select the grid and delete will then remove lines that it can delete i.e. leave any lines: ordered, invoiced - but will delete lines requested or allocated.
3. Added a system key in sales: When deleting multiple lines this system key when Y will allow lines on a printed despatch note to be deleted by that user. Y/N default N
NOTE: this allow users when deleting individual lines to remove lines on despatch note (using the system key ) i.e. if N they can only remove by jumping to the despatch note. If Y they can remove individually or in batch by accepting in the pop-up.
Journals have been added on the sales order and the despatch note.
Sales Orders, Sales Quotes and Sales Invoices - LINES LOOKUPS:
1. SOP>Orders>Lines lookup grids to show creation date like main tab does
2. SOP>Quotes>Lines lookup grids to show creation date like main tab does
3. Sales Invoices>Lines lookup grid to show creation date and invoice date columns like main tab does
Delivery Quotes using Solving Maze:
Improvements to only use allowed characters and to display reason an item can't be packed for some delivery types e.g. USPS - no packages of this size available.
Expected Date:
In every place in sales (sales order lines lookup, sales orders grid, sales and invoice history).
1. When a sales order line moves to Invoiced status - we no longer show or try to get the expected date in the sales lines lookup. Otherwise this could take forever to bring back all the expected dates
2. In the history check the expected date does not show once line invoiced
3. In the sales order grid - in the actual sales order - the expected date s no longer displayed once line moves to invoiced.
Company Header in Sales Quote show archived contacts.
POP
Requirements - lookup and popup improvements - including lower grid:
1. Updated the ‘Sales Cost’ to ‘Original Sales Cost’ on the header of lookup (label).
2. Updated the Total Purchase Cost to be Right Justified - money field (like others).
3. Own Stock – the field in brackets that shows 'other depot' stock - the total of all other depots stock displays as [3.0000] - updated to be just 3 unless it is displaying a split pack e.g. 2.75 – as in stock available field e.g. you can see 0.8. This has been applied in the bottom grid but also in the popup grid and alternatives grid. Should show as [3] or [2.75] NOT [3.0000] or [2.7500]
Purchase Orders:
Do not allow user to enter decimal quantities when updating/inserting on line and extension, but allow display of them (acks can still cause decimal quantities - but unlikely).
Add to completed NON EDI Purchase Orders:
1. You can now increase the amount on a non edi purchase order after it is completed.
2. You can now add a line to a non edi'd purchase order after it is completed.
NOTE: The lines will be available for receipt and available for invoicing - will use the lead time of the product as default for expected date.
Purchase Orders Lookup:
1. Now shows the Vendor name in the lines tab lookup.
2. Now shows the Variance in Lines tab of PO lookup.
Purchase Orders and Receipt Notes:
Prima will now allow a quantity to be receipted in that is greater than on purchase order with a warning: 'this will update your purchase order and put the additional items in stock'.
This will ONLY be allowed for STOCK PURCHASE LINES on the receipt notes OR standard delivery lines that could be sales - but the new increased quantity would be added to the purchase order line as a stock line.
Background: Some suppliers will increase the quantity they send - because there's a minimum quantity or there's a package amount as standard e.g. asked for 120 but got sent 144 in the pallet.
Purchase Orders:
Changing the supplier in requirements does not change the standard price (Sales Cost) and this is now shown on column header as original landed sales cost.
The standard STD cost in the purchase orders is now updated to the ACTUAL COST when the purchase order/line is created from requirements i.e. building a PO from requirements. This also happens when adding a line manually.
System key for 'PWL and Direct Delivery Purchase Orders', on completion of PO write back delivery cost to oldest linked Sales Order and Invoice' set to Y, it does not write back shipping cost from PO if it is Non-EDI. Allow shipping cost to write back if Non-EDI.
Add to purchase order line:
1. MAIN tab: add 2 x read only text fields from product information Pack Per and Default Unit (note most information on the PO line is from the supplier record - this is from the product)
Building Requirements AND building purchase orders:
1. The PACT code is no longer automatically put into the requirements line IF the line is NOT on a PACT.
2. When building a PO the system key against companies should be used - default would be to NOT merge PACT items to one purchase order. If this is set - it no longer uses the PACT code in the line but tries to ADD/BUILD PO's with or without PACT code on same PO.
Movements
ShipStation - API webhooks:
Prima now has the option to control delivery charges on invoice on the sales invoice.
1. When the sales order is set to '3rd party delivery' the cost price is written back every time a shipping label is produced in ShipStation so that Prima knows the actual cost. This cost, plus a system key margin set, will be written back to the 'next sales invoice created' if more than one labels is produced before the invoice(s) are produced in Prima - all the cost prices and margins will be included.
2. the web hooks will also pickup and apply the tracking information from that carrier and this will be auto-emailed to the contact (if auto email is ticked on contact(s).
Delivery Notes:
Changing the location on the delivery note with one that has a different van route, now updates the van route on the DN.
NOTE: this happens when changing address on a sales order - so this is now equivalent.
Despatch Notes:
When emailing despatch notes the sales order contact 'not' the primary contact is now used.
NOTE: Despatch can be consolidated but most of the time it is not consolidated - therefore this should be the default.
Publications
US catalogs only:
Synnex EDI - PO, ACK, INV, stock and price / stock checker. All now available.
Catalogue Header:
Dealer catalogues - when no supplier is present on catalogue header - enable a button to update suppliers. BASED on Manu1= FEL, MMM etc.
This will create suppliers for the products that exist in that catalogue where a supplier based on the supplier REF 3 letter code exists/matches.
NOTE: If manu1 is Fellows FEL on creating a product this supplier record will be created automatically if that supplier has this ref.
NOTE 2: This button allows new suppliers to be set up/added - product creation already sets the supplier on dealer catalogues.
Catalogue Updates:
Added to catalogue header a new Webgroup filter - so users can set which 'webgroups' they DON'T WANT available on the web for new products.
New option: Yes - Except Selected Webgroups. (instead of all new products being available on the web).
Set the selling price based on default margin on catalogue header IF no list price/RRP:
1. update the selling price to the reflect the default system key margin e.g. 50% IF THERE IS NO SELLING PRICE/ RRP on that item.
2. add a new column in catalogue lookup header that defaults to the system key margin e.g. 50% 'Margin Applied to Create List/RRP' when none supplied. This value can be overwritten per catalogue and then that margin will be used instead of the system default.
Stock
Products Units Filters and Lookup:
1. Product Lookup: Add pack per filter (text only i.e. type in number will find pack per) in both grids. Show pack per in both grids as new column. Also add to the units' columns - 5 new columns recently added, Weight, Height, Width, Depth and Volume can be seen in units' grid.
2. Added filter to easily find protected products Y/N/blank tick box. Also added a new column protected products grid.
3. Product Cost Price on split units: when updating product cost price on the product e.g. catalogue import, this will now update any spilt units by the pack per on product unit e.g. product gets updated by SPR terms Price (because that is the preferred supplier) then the pack per 25 will get updated and the each price will be updated to be same price divided by 25 (and landed cost with margin added if set).
Products Lookup and Products Main Grid Manager:
1. added a filter for the WSControl company in both - Y/N/none
2. added a filter for WSCONT drop down - will show all the WSCONTROL companies and can select any/all.
3. in products main grid manager 'results' add new option added to update to Y/N the WSControl field (new field) which when ticked means the product is on the web for that WSControl company. When one WSCONTROL is ticked the overall status 'available on web' should also be ticked - this is to remain backward compatible to PrimaGo and will be removed later.
4. Added TAX to the products lookup filters and on PRODUCT PRICING grid manager - so can be found and changed easily in the products pricing grid manager.
Products - split packs - auto update or manual update of cost prices/terms files imports:
1. on manual updating of default unit the split unit cost price and margin will automatically be updated.
2. on updating by terms import - the split unit cost price and margin will automatically be updated.
Product Grid Manager: adding custom non SPR/Essendant items by Manu/Group:
1. Added a filter to display items in the grid that can be set as custom.
2. Added option to update Manu/Group for the selected range and update all i.e. send that range of products to SPR or Essendant webstore. Saves a lot of time sending say 150 toners in one grid manager send.
New Pricing Option:
1. Added to the Product and Pricing Tab a new tick box option 'Use Pricing Bands'.
2. When ticked this will use Pricing Bands before get cheapest of pricing options. The existing settings of: use price break and use direct mailer will still apply first if set.
If pricing band option is ticked and a pricing band is set a catalogue or product, then instead of automatically using the cheapest of the remaining price options the band will be used. Very useful for managing a fall back margin/markup - instead of just defaulting to a list price that maybe low/incorrect.
History / Price Check - improvements to add sales order lines info and to be able to see what stuff is on back order.
Main feature is to be able to view add from 'sales order lines that are not yet invoiced'.
1. History /Price Check: updated grid to includes sales order lines - NOT invoiced.
2. Added the status to the line - invoiced lines will always be invoiced status.
3. Added new field (same as available in sales order summary grid) 'expected date' which shows the latest expected date if that item is on a PO - will update in real time if expected date changes.
3. Added option to select all sales order statuses by default i.e. user can see which orders/lines have not been shipped. NEW STATUS 'Not Delivered' IN THE SO STATUS DROP DOWN AND HISTORY NEW DROP DOWN - sales can find customers' items not delivered quickly.
4. History: double click on a line in the grid will load it in the item search and replace the existing loaded product (if there is one).
5. Status - show/filter sales status and add new one to show Not Delivered - so sales can use this to give customers information about their orders not shipped yet.
6. Added 'Refresh Grid' to grid section - instead of search in top - this makes the history much more intuitive to use and customers always press the 'wrong search button' when trying to find history instead of product and vice versa.
Brand Weighting:
1. Added to the administration to weight brands - will be applied to product and catalogue items by PGnumber.
2. Product record now shows 'total web weighting'.
3. total weighting values will be sent to the PrimaGo collection for search when changes are triggered i.e. individual products updated (priority order) or brand updated in administration 0 to 9 per brand.
Negative PG products can no longer be set as protected:
If ticked it will be automatically unticked on Save. There is no meaning as these are custom products and help to distinguish which protected product information needs sending to the PrimaGoV2 collection for searching.
Total Products Weighting on Products Now Includes Type Attribute:
Previously this only includes brand. You can set attribute type in administration this will set values for all products and catalogs.
This means you can have a 'Total Web Weighting' on product of (say) 9+9+9=27 that gets sent to the collection for search. If product only weighted then 9+0+0=9 etc.
EvoX:
Improvement on partial code matching for products in the new (and old) versions. Will find exact matches first now.
Product Record
New field so that out of stock message can be managed for product(s) from the back office.
1. New Out of Stock Message = default, and values like: available in 5-10 days, special order etc. Added administered list so that values can be set this on the product record. Message is max 30 characters (otherwise won't display properly on web).
2. Product Grid Manager - can now be filtered and updated this field (from values set in admin) using the main product grid manager.
3. Replaced 4 (of 5 filters) with Y/N/ any (blank) and simple label on products lookup (to make more space).
4. Added a filter for 'Out of Stock Message' combo with values in products filter.
NOTE: When selected this will be used to by PrimaGoV2 to update the message for any product set to that message, giving lots more flexibility and control on telling the customer what will happen when there is no stock and they order that item.
New Field added to supplier record
'Not in Catalogue' so that the supplier record will not be removed on catalogue import if: Not in catalogue is set to Y (it means not in catalogue but can purchase from this supplier)
Copying Product - updated to add a new POP UP
Are you sure you want to Copy Product?
e.g. update Default Unit 'Carton of 6' (with current values set as default)
Update to 'Splitable' Yes/No - If Y will set the pack per so the item can be split.
Copy Suppliers option - if ticked will copy suppliers as they are with 'UPDATE' at end of code.
The supplier copying and dimensions and weight copying will save a lot of time in many cases.
SPR/Essendant custom button
Is now available if the item is NOT in catalog but supplier record is SPR/Essendant.
Supplier record - new field added:
added field for 'fixed reorder quantities' Note: this will be used for stock reordering and bulk buying and stock purchase orders when entering line. e.g. have to order in 48's or 12's etc. - then if calc is 52 and 12 would stock order 60.
Products Lookup:
The weight field in lookup column now displays 3 decimal places (previously 2).
NOTE: It already displays as 3 in the details field.
Supplier Records lookup:
1. Added 'min qty' and 'Reorder Multiple' and 'Not in Catalogue' and 'Returnable into the lookup grid as new columns.
2. Added Not in catalogue and returnable filters into the lookup filters. These are Y/N/ blank filters.
Stock location:
Products/warehouse: make it easier to set the 'bin' by using the same control as in attributes (as you type it narrows search) in:
1. Warehouse when a depot is select and you're seeting the default bin. (the list can be 1000 bins long!)
2 Receipts/ receipt note (when checking in) when setting new defaults. Added 2 x fields warehouse and warehouse location as text searches
3 Stock take: - when setting stock levels you can also put the warehouse and bin in and update them
4. Stock transfers: text search on locations
Invoicing & Credits
Sales Invoices:
the summary grid delivery costs and sales now use the permission of the user logged in to make the fields editable.
Del. Sell is now editable IF the despatch note is linked to a sales order. It will popup the relevant sales orders and let the dealer overwrite the amount(s).
Sales Invoice Lookup:
1. Added 2 new columns Landed Cost and Landed Margin to the main lookup grid.
2. These new columns will only display the actual cost AND actual margin - for users who can change cost price (setting in user administration). These columns will show landed cost and margin - if the user is set as 'can't updated actaul cost'. Note: actual cost is 0.00 on a sales order until the despatch note is completed.
Purchase Invoice Matching:
Drop Ship purchase invoices will not be stopped from auto-matching even when 'Only auto match receipted despatch notes' is set to Y.
2. Added 3 fields to the PI lookup grid
Restocking Fee:
Credit notes already have line discounts and extra level of discount can be applied at header level.
1. a header field that allows a customer to set discount by amount or by percent has been added to credits and customer return notes, this discount is then applied to the lines i.e. sharing it over the lines.
2. A default discount can be added by system key as a percentage. This can be overtyped.
System Key is in Movements: with default value - default is 0%
New lookup:
Option to 'update actual cost' (and landed cost to same amount or by percentage if set on product) in batch for the lines selected.
1. Added to administration against the user: Can Update Actual Cost Price in Batch Y/N default N.
2. Added to the lookup a new control - popup (like commissions) to set an actual cost - will show lines selected and inform user which can be updated.
3. This popup will only be available IF all the LINES in the lookup have same product code selected. This will then update the actual cost and sales cost for all the lines -provided not on a commission paid sales invoice line.
Cloud Financials:
Allow partial payments in sales invoice and multiple payments in sales invoices. Sales orders to always update the new external payments table.
1. External payments table now has payment date and payment amount in both sales orders and sales invoices.
2. Multiple payments and adjustments can be made in sales invoices and a sales invoice can be posted even if part - paid (new status - alongside failed, No, Yes, Part Paid).
3. As delivery, or invoice value can be changed on a part-paid invoice another payment up to full amount can be taken. OR a payment in the financials and the balance in Prima (for example).
Company set to Single Invoice by Despatch Note,
If there are multiple despatch notes for a sales order, when creating invoices for them they go on the same invoice instead of being separated.
This uses a flag in invoice available lines to denote separate invoices for this invoice type.
Reports
Commissions Reports:
When invoicing deposits - these lines will NOT be included in the commission's report.
Commissions reports will only calculate the commission when the balance (or part balance) is invoiced and will include the commission that was NOT paid on the deposit invoice.
For example, the salesperson will only be paid commission when the balance or part-balance is invoiced (or paid - depending on when that dealer pays commission: on invoice or on paid invoice).
Analysis Report:
Changes to the reorder level analysis report -applied on ADI Live (AREA10022) to allow the following:
1. Month by month purchase quantity (currently shows the qty sold for the period selected in criteria but not all months individually)
2. Min order against the preferred supplier
3. Weight / Height/ Depth / Volume of the item/product (some vendors make them build to a minimum weight or cube for an order.)
Administration
Prima REST API:
Frequently purchase items is now available in the REST API and used by EvoX.
Financials:
Improvements to Cloud handling of aged balances to automatically refresh if the supplier/vendor is not found.
NOTE: previously if no connection found - the previous company viewed/outstanding balances could be loaded.
Cloud financials:
Change to make financial posting number the unique record to 'find invoices' for updating instead of trying to match on an invoice number. More accurate for cloud financials invoice updating.
Synchronisation Jobs PrimaGoV2: Added new job to remove discontinued negative PGnumbers - so that the marketplace does not have old customer discontinued old products.
Company Defaults:
1. Added to Company Default: Purchase Order report default and added to administration defaults.
2. Add - Company Defaults - 3 of them for pricing i.e. 1. price breaks 2, direct mailer 3. pricing bands' Y/N.
3. Add to administration defaults for the 3 values of pricing.
Added new column to header of US Tax table (the table with state and default Origin/Destination tax settings).
1. Add new admin KEY in SYSTEM KEYS - labelled 'Out of State Tax' value available 'Set State Tax to Exempt Yes /No (default is No).
2. When creating new locations/addresses in back office the tax will be overwritten with Exempt if Admin is Y. i.e. if TAX is set if exact match on 2 letter code or State name e.g. GA or Georgia - then if this is set ot Yes - then overwrite with Exempt for the tax on that location ON clicking button create company.
4. **When creating new locations/addresses on the webstore the tax will be overwritten with Exempt if Admin is Y.
Catalogue Tax Rate of preferred catalogue to update products on import:
1. Added a new system key: Trust Preferred Supplier Catalogue Tax Rate’ Yes/No - default No.
2. If system key is N do nothing on catalogue import if Y - then update linked product with the same tax type.
3. Added Tax selection combo filter to catalogue lookup filter.
4. Added Tax drop down with values to catalogue grid manager filter.
Improvement to Xero administration:
To make sure the admin works and doesn't change any values. This means that we 'should not' need to delete and set up from scratch again for Xero (mapping tax codes etc again).
Maps:
1. renable the print icon
2. re-enable multi-locations on right mouse click in location maps.
Financials - Multiple payments:
1. QB's multiple payments now go across to QB's against a single invoice from external payments table to the invoice for full tracing.
2. Xero and Sageone - common financials: multiple payments now go across from external payments table to the invoice for full tracing.
Bug Fixes
Applied to webstores fix to stop baskets being changed so that negative totals could be set when voucher applied and adjustments to basked made.
Sales order lines when set as 'ignore back orders' and then status changed later. This could stop the lines being available for despatch later.
Get Price - when item is catalogue only and added to sales order/quote.
On first entry the price does not use the pricing band (later it gets created as product on save - and uses correct pricing).
Multi dc admin - it was not updating the EDC column fixed and checked in applied to Coast.
EDC column being used. Live Stock check was failing when no value in multi depot.
Authorize.net - if the payment fails the payment status was not always moving to 'failed' - so the customer could not set to N or Y or take another payment as stuck at pre auth.
The update in the results when copying the email to the user login (UN) was truncating at 20 chars - this field has 50 characters available - and now copies emails to the web login username correctly.
PrimaGoV2 - vouchers were being applied twice. Once on web and once on authorisation.
Loading the map tab after looking at initial one on another manifest will cause Prima to hang. It can be avoided by clearing the cache before viewing the next map. It is failing on try to add host object to script to the web view when it has already been set by the first time loading the map. Fixed so that is only tries to add host object if it web view hasn't been loaded before.
When company set to Single Invoice by Despatch, it ignores this and puts it on same invoice if there are multiple DNs for the SO. Conversely if you have a DN with lines belonging to multiple SOs, it will not consolidate onto a single invoice.
Returning items sold via the Till and sold on account - Jump error has been fixed.
Layout of sales credits and products form was incorrect.
EvoX - EDC import bug fixed - so that the export synced on the changed companies.
Incorrect status on PO line - showing invoices when only part-invoiced (fixed).
Importing a catalogue does not remove supplier records with identical code from products with different pg numb. I.e. the supplier record should be removed from the product as the pgnumb don't match.
Applied to webstores -fix to stop baskets being changed so that negative totals could be set when voucher applied and adjustments to basked made.
Sales order lines when set as 'ignore back orders' and then status changed later. This could stop the lines being available for despatch later.
Back order file from advent ftp does not get deleted after being picked up, resulting in duplicate quantities on the PO.
Expected data causing BIG SPEED ISSUES in lookup and some other places fixed.
Master product - when child product selected in popup - it was not swapping to the alternative product. This now works including in multi-select.
Location bin in stock take is now in number/alphabetical order.
Sales order lookup - search on invoice description or tech description in header tab.
Setting a quantity >1 and then changing supplier reset the quantity back to 1 - this now only changes quantity if that supplier has a minimum quantity.
Invoice analysis report - no longer duplicating results.
Price Check/History: update the date to correct format when US system key is set. Also, company was not loading and therefore location also didn't load correctly. The company now loads correctly and loads all the associated controls (location , cost centre, department) every time.
Occasionally incorrect document is attached to the email, so a customer may end up receiving another customer's invoice, for example.
Credits - Refund fee stopped working and is fixed in this version.
Evolution contract export no longer repeats contract items N times, where N is the number of web enabled contacts for that company
Google - Latlong was failing and sql popup due to deprecation of previously use Google API.
Purchase Orders - splitting stock items and then deleting one or more of the split lines did not use system key and update the required amount AFTER a purchase order was completed (new feature) this is now fixed and it obeys the system key to return to requirements or not - most customers have this system key at N. (so items are not returned to requirements for purchase).
Sales order enhancement to remove the movements line when cancelling a cash payment. The amount of the payment is now in the payment line when it is created.