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v6.73

Feature Updates​

NOTE: If you encounter any issues, please clear your application cache.
Navigate to Help > Clear Application Cache.

Broker​

  • Master orders now have the ability to associate vendor and add from vendor items
  • Create purchase order directly from master order
  • Vendor Item Import now supports importing vendor quantity as a reference into vendor items.

Inventory​

  • Inventory Tracking > Farm or Location Group: added ability to set custom sort sequence
  • System Setup > Company Preference > System: added a preference to sort by farm name or by sort sequence
  • System Setup > Inventory Tracking > Locations: added ability to add additional grouping of locations by divisions. Divisions can be user defined and assigned to each location

Sales​

  • System Setup > Sales > Order Discounts: added options to apply global discounts to overall order or line items. Discounts can be based on order subtotal or shipping units. Additional filters to narrow down discounts by order category and/or customer type, sales orders, master orders, quotes, portal orders.
  • Orders: Shipping units are now displayed next to units beside truck image on sales orders, master orders and quote in a blue badge.
  • System Setup > Sales > Payment Terms: In addition to standard terms, added ability to setup date driven and fixed date terms
  • Printable forms: ability to email and export formatted forms as excel

Dashboard​

  • Updated applicable widget tooltips to show the percentage of goal for Actual + Open SO + MO

Shipping​

  • Mobile Shipping Load: added ability to see drop notes

Reports​

  • Export to excel: improved speed and performance when exporting larger datasets

Purchasing​

  • added the ability to add items to Purchase Orders from vendor associated master orders.

Insta Caliper​

  • Added additional filters (Farm, Category, Item Type) for exporting lists

Bug Fixes​

  • Broker > Vendor Item Import: Fixed an issue where vendor items with the size included in the item name were not being correctly separated and matched
  • Inventory Transfer > Select from Orders: Fixed an issue where sorting by order number was not working
  • Sales > Move items From Existing Orders: Fixed an issue where the Hold Price option was not being correctly set when items were moved from other orders
  • Portal: Fixed an issue where guest orders were not always correctly inherited after the user logged in
  • Copy/Paste Import > Fixed a validation error with Add to Order when items were entered by Product ID