Product Release: March 2023

Ordering Updates

• Ability to set the Due date for Xero invoices
• Customise purchase order email subject and message
• Set supplier defaults for purchase order email subject and message
• Ability to add additional documents to PO email
• Purchase order reference config now supports account custom fields eg Last Name
• Simplified order amendment experience to highlight item changes
• Financial details auto hidden by default, viewable with magnifying glass
• Order amendments pricing alert layout improvements
• Ability to restrict convert to sale to single only quote
• Ability to hide combine quotes into single order
• Auto stock check facility at order stage – alerts users if products already in stock
• Warehouse search facility by customer / product code
• New manage Orderlines permission to restrict order line edits to certain groups

Winner Integration Updates

• Open multiple winner sessions at once
• Items with no supplier default to not requiring ordering
• Reserved catalogue automatically added for new suppliers
• Variable vat rates for additional items now supported
• Specification items removed from ordering process
• Improved Winner crash handling
• Profit calculation mode configuration setting

Winner Agent v15.10 or above is required for some functionality – click here to download.

General Updates

• New secondary purpose and main purpose for WF branching (BW/BC/BT)
• Admin and Sysadmin ability to change inflight workflow to new process
• Discount / Promotional codes for quoting
• New dashboard layout
• Address custom fields available in dashboards and via API
• Workflow attach file purpose supports fixing types for end user
• Ability to add a note when re-assigning an activity – note shown in email and history
• Stock page paging fixed
• Scheduling marketing campaign checks for segment recipients and warns users if there are none.
• Quote group titles can handle ‘
• Attachment page display bug
• Changes to restricted controls are hidden from the history
• Workflow type added to dashboard builder
• Ability to delete warehouse, bay or shelf if not being used
• Custom dead details available in dashboard builder
• Multiple and Custom VAT rates support for quoting
• Discount / Promotional codes for quoting
• Customer search supports _ in email addresses
• re-opened activities removes closed date which has been skewing conversion reporting when activities are re-opened