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 Enterpryze Roadmap

Every Month Enterpryze gets better and better. here is a list of the functionality we have released and whats coming next.

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©2023 by Enterpryze.

Customer Relationship Management

Enterpryze product releases are delivered monthly and seamlessly. there is no disruption to service and we never compromise on existing features. We just make Enterpryze better based on the feedback from our users.

January 2024

Warehousing in the palm of your hand

Hand Held Warehouse Management

Pick, Pack, Putaway and update stock levels directly from any device, amywhere

Browser hand held can work with any device

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Assigned Picks appear on users devices

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Look up stock details including Bin's, quantity and images

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Put away stock into bins for easy retrieval, stock taking and picking

Multiple Units of Measure

Pallets, Boxes, Single units, Litres, Cases or pairs Enterpryze now  caters for multi units of measure and lets you set prices for each type.

Prices Per UoM

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As many UoM's as you need

New transaction entry wyze panel

Add lines to sales and purchase transactions faster then ever with the new item entry wyze panel

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Search for items directly in the transaction screen

Wyze panel lets you select and edit relevant information

you can search, select and edit without touching yoru mouse. Hit enter to select the item, enter the quantity and click enter to hit the next

Expenses Enhancements

Were on a journey with expenses to make them even better then ever in 2024. here ar the first enhancements of many... Watch this space

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Mandatory Attachemnts

Mandatory Purpose

&

The ability to set default project codes against Employees

December 2023

We thought it only right and proper to give ourselves a much needed break.


No release in December

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November 2023

Providing greater visibility into preventative maintenance service calls

Re-occurring service calls

When creating re-occuring service calls choose to either create them days in advance or create all future calls for easier resource planning

Select to generate all future calls

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Schedule future calls for better visibility

Selecting cost centres

Having 5 levels of cost centres provides for incredible analysis at a general ledger level or for advanced sales reporting. Now its easier to select your cost centres if needed

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Top Tip
You can set default cost centres against Customers and suppliers to ensure accurate analysis

Select Cost centres through the wyze panel

Add skills to technicians and ensure they are qualified to complete a job

Enterpryze recently launched the ability to setup skills and assign them to Technicians and problem types so you can be alerted if a task is assigned to someone who isnt qualified for the task required. 

Skills

Technician

Call Type

October 2023

Expanding Enterpryze into your warehouse

Bin Locations

Create Bin Locations in your warehouses to easily manage your stock. Bins can be different fro each warehouse, merged to create larger bins and make putting away and picking stock faster and more efficient. 

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Set Bins by Warehouse 

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Assign Pickers and see the status of each order

Available to Promise

See who exactly committed stock is booked against and all open purchase orders to make more informed decisions around allocating stock to customers

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Click on Quantity to see overview

One click on committed stock and see all open orders

Order versus Actual service time reporting

Building on from the launch of our service and project management solution, you can now track the actual time versus ordered time on each service call created from a sales order

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See what time was entered on the order and how much has been consumed during the call

When we say All-In-One we mean it

Unlike other solutions Enterpryze is built completely by us, in a truly connected way. Thats what makes it quick to deploy and easy to use. 

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September 2023

Sales & Purchasing

1. Wyze Panel popup view of Customers, Suppliers and Stock Item details, more improvements added to make viewing information easier and quicker for you.

Now you can view details on all transactions, from the Grid on the list of transactions, see Custom Fields, see Notes and the last Invoice against a Customer.

2. Wyze Panel popup when creating a new Customer, Supplier, Contact details, Billing address or Delivery address.

Stock

1. Ability to define Custom Fields against Stock transactions – this will include Goods In, Goods Out and Stock Transfer.

Customer Portal

1. Ability to Select Start and End dates on Column Chooser against Service Calls – if you have Start and end dates assigned to your Service calls in Enterpryze, your customer will now be able to see the values for these fields in the Customer Portal.

2. Ability to Select the Billing address for a Service Call – If your customer has multi locations assigned to their account, they can choose the correct billing address each time they add a Service call through the Customer Portal.

Banking

1. Bank Reconciliation Report added to detail the Bank Balance v’s the system balance and all outstanding Payments and Receipts with the reported difference.

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Play Video

See the latest September Release
features in Enterpryze

August 2023

All Modules - Grids

  1. New improved Grids across the platform with saved filters

With the new improved user experience on the Grids we have included the ability to save the Filters as reports.

  • SEARCH has now been been improved and made easier to access.

  • You can find the same Open/All/Mine buttons in the Filter Report

  • Now you can use the Filter Report option to create and save your filtered options.

To give you an example you want to see a list of all Open Quotes with a value greater than or equal to €200.

Click on Filter Report

Click on Create

Click on the + plus sign beside AND and now apply your conditions, click on the +plus sign to add each additional condition.

Now add a Name for your Report

Now click on APPLY to see the results

Then Click on SAVE to add to your list of saved filtered reports, you can select to Save for you or for all users.

The resulting filtered report will now appear and you will see that the conditions you added will now appear in the columns, nice and simple. Also the name of the filtered report will be at the top of the Grid so that you know at a glance it is active. Simply click on the name of the report to reset your Filters or do so through the Actions menu on the right of the screen.

To view your Saved filtered reports click on the SAVED option, these can be simply removed anytime.

You can still set filters directly by column as before

Actions has been moved to the elliptical menu on the right side of the screen.

 

See the latest August
Release
features in Enterpryze

August 2023 updates

August 2023 updates

Play Video

Service

https://www.jotform.com/

Create and submit JotForms with pre-populated data from Enterpryze Service Calls

We have developed JotForm integration for customers who have a JotForm account, covering the following:-

  • Storage of JotForm credentials (API Key)

  • Selection of Forms to enable

  • Ability to create a new pre-populated form

  • Ability to see previous submissions of pre-populated forms for a service call

  • Ability to download the form submissions as attachments onto a service call (for subsequent use in emailing)

Stock

  1. New feature to Modify Bill of Material Components on Stock screen

When viewing your Bill of Materials Stock Item, simply click on the Bill of Materials tab, see a new tick box ‘Modify Components’, when ticked will allow you to modify the components or change the raw materials.

Sales

  1. For Monthly Recurring transactions you can now select the Day of the week

You can now select the exact day when defining a transaction as Monthly recurring. This will avoid transactions getting posted over weekend days if not required.

Enterpryze POS

  1. Now assign a Discount Amount on a Sale.

Apply a Discount Amount or percentage to the order item or to the total Sale. In the Back end this can be posted to a Discount general ledger account

July 2023

Sales & Service

1: Schedule Deliveries & Services better with Enterpryze Resource Planner

Use it for Sales order and deliveries to plan deliveries to customers, Use it to plan production orders for customers, to plan service calls, to plan projects and project phases using service calls and activities and Activities for sales, operations and more.

All in all this helps our customers plan their resources and make their businesses more efficient. By bringing all the objects into one place we can now schedule different things for different people.

We have added some cool new features to make planning your resources easier and visually better.
 

2: Manage Service calls better with Enterpryze

We have added some new features to Service calls to enable you to manage your Service calls better.

  • Allow Service Calls to be emailed directly to the Technician

  • Duplicate a Service Call

 

3: Ensure Competency and efficiency in Support Services with Skills by Technician

Define a list of Skills required for your support services, assign those achieved and relevant to each employee, track your services to identify gaps in Skills for your technicians to fulfil their role.

An example of this is you have a team of technicians/engineers that perform tasks for customers from anything like fire extinguisher inspection to alarm system installation. These engineers are qualified and certified to perform these tasks while they are not authorized to perform on other tasks due to the lack of certification or skill basis.

4:  Keep track of the Revenue by Service Technician

We have added a new report to the Service Reports menu detailing the Revenue by Service Technician. This is based on Sales Order lines created as a result of Service calls by Technician.

 

Purchasing

  1. More enhancements to Purchase Automation matching.

  2. Use the Line details from the matched Purchase Order or Delivery when scanning in your draft Purchase Invoice.

For example your scanned Invoice contains 10 lines but your matched Purchase Order only has 3, choose to match the exact lines or choose to ‘Ignore the Line details’.

Tip: This is only applicable to matching a single Purchase Order or Purchase Delivery.

                             

Ability to create a Single line Purchase Invoice from a multi-Line scanned Invoice.

 

All above options are now available to set at Supplier level in the Supplier account details screen, this ensures your preferences are correct at the time of the scanning and matching your Invoices for each Supplier.

 

2.  See where attachments have been added to your Purchase documents.

Simply display the Attachment column on any of the Purchase Document grids, a tick will show you have added an attachment.

Banking

  1. (Singapore Localisation) Mandatory reference field now available on all Incoming/Outgoing Payments screen

 

Enterpryze POS

  1. Exclude Committed Stock when reporting on available stock totals on the POS Store.

Currently the system will include Committed Stock (Stock on Open Sales Orders) when seeing your Free stock totals on the POS store. You can now choose to exclude the Committed Stock totals from the calculation of the free stock totals in the POS Store settings.

June 2023

Sales & Purchasing

Wyze Panel popup view of Customers, Suppliers and Stock Item details, saving you time switching to other screens you can stay on the transaction.

Click on a Customer/Supplier Code or an item code to trigger the wyze panel. click the blue button to open ore details in another tab

 

New columns added to the Sales & Purchase Grids for selection

The following fields are now available for selection on the Column Chooser:

  • Ship to Name – this will display the ship to name on the shipping address for all relevant documents

  • Arrival Time – this currently displays the date but will now also include the time.

 

Banking

Create Batch payments for your Suppliers using the Payment Wizard for Bank file format SEPA.

 

With the Payment Wizard you will be able to:

  • Setup your Bank Account to allow SEPA payments

  • This is only for Bank Transfers as a payment option

  • Add your Supplier Bank account details in the Supplier account details under Companies

  • Process Batch payments using the Payment Wizard, you can select the filters by accounts overdue, Supplier Group, only suppliers with Bank accounts, select the Invoice to pay and amounts

  • All selected invoices will create a corresponding Payment in Enterpryze and will be closed.

  • An export bank file is created in XML format ready for you to send onto your Bank on line for processing.

 

Services

Enable Service Scheduling and Billing directly from Sales Orders. (Enterpryze only)

This new feature will allow you to create a Service call from a Sales Order for a selected Service Item (Non stock items). From there you can schedule the Service and then bring it to Delivery and Billing.

 

At a glance see how many Activities and how many are still open

When viewing a Service call details, see how many related activities there are and are open/Closed.

New Duplicate Button on end of "Related activities" grid when editing a service call

Accounting

  1. Hide Zero balance accounts on the Aged Receivables and Payable reports

 

Companies

New Filter date added to select when running Customer Statements

This function will allow you to run your statements up to and including that date. So if you are already in the next month but want to run statements up to the end of the previous month. 

 

Items

  1. When making your final BOM item, the additional Cost is based on per Unit

June 2023 Product Release

June 2023 Product Release

Play Video

See the latest
June
Release
features in Enterpryze

May 2023

Accounting

Control your transaction postings for each month

Simply define if each month of your financial year is Open for all postings, is only for posting Purchase transactions or is Locked for any further postings (manual journals are still allowed when set to Locked). This will ensure that any unwanted transactions will not get posted to the wrong month or Period in your Accounts during the year.

Open

Purchase Only

Locked

 

Companies

Set default Cost Centres & Project codes against your Customers and Suppliers.

Purchasing & Stock

Note: Change is relevant for SAP Business One organisations 

Create Serial numbers on all inbound transactions. You can now create serial numbers when receiving in Stock through Purchases or Stock transactions for SAP Business One organisations through Enterpryze.

Please ensure you are on the Lastest EDS version to avail of this update, you can check out the article here or Contact Support.

 

 

Sales & Purchasing

​​More reporting power to Summarise all total values on every grid and export to Excel. A new action has been added to enable you to summarise all the total fields on each Grid and Export to Excel. Simply click on Actions > select Summary and see your totals displayed for any of your Sales or Purchase transactions.

 

Exporting to Excel limit has been improved

The number of records exported to Excel has now been increased from 1000 to 10,000 and if the number of records exceeds this we will let you know with a message on screen.

 

 

Stock Reporting

​​New Stock report to see what items are on Hold. In your Item setup screen where you place a stock item on Hold, you can now run a simple report to list those items.

Click onto the Reports menu to run the Items On Hold Report.

May 2023 Updates for Enterpryze

May 2023 Updates for Enterpryze

Play Video

See the latest
May
Release
features in Enterpryze

Previous releases

March 2023 Release

  1. Purchasing

    1. Invoice Automation

      1. Increased efficiency when scanning Prices for Service Invoices. This change will ensure that the price on the Scanned invoice is always used, if the scanned price is blank it will use the system price for the Service Item selected in Enterpryze.

      2. Remove unwanted lines from your scanned Invoice. Where your scanned invoice has lines with no details or values that are relevant, simply select the lines and remove.Select the lines to remove and click on button to remove blank lines.

      3. Improved Machine learning on Invoices that have a combined Supplier and document Vat rate. You have scanned an Invoice where the Supplier Vat rate is different to the stock items vat rates, Enterpryze will learn the combined rates for the next time you scan an invoice from this Supplier.

      4. Improved updates when linking related documents. Very simply if you scanned an Invoice with a blank stock price, once you link the related document from Enterpryze it will update the price for you so no need for manual edits.

 

  • b.  Disable Purchase Approvals in Settings

.

Simply select to disable if you do not require your purchases approved

 

  • c.  Increased control over how many users can approve Purchases

 

Allow multiple approvers, assign the approvers to each user, then specify how many of the approvers are required to approve your purchases.

Step 1 – allow Multiple Approvers in Module Settings

 

Step 2 – assign the approvers and number of approvals required in Module Settings

 

Step3 – When adding the Purchase Document the user will have to select the minimum number of approvers.

 

2.  Banking

    1. Send Email confirmations for Incoming and Outgoing Payments. In Document layouts if you set payments to Auto or Confirm, you will be able to email the document on adding.

 

 

3.  Services

    1. Analyse your Service calls further

2 new fields have been added to the Column Chooser for you to report and analyse your Service Calls further. Simply click on Actions > Column Chooser to see the 2 fields.

 

 

4.  Square Integration

    1. Items uploaded to Square from Enterpryze will now include the Item Group and Sales Tax code.  The Sales Tax Code will be used in the calculation of any online Payments and updated back to Enterpryze.

 

5.  Outlook Integration

    1. Add attachments upto 25MB from emails to your Sales Opportunities
      When using the Outlook addon to add emails to your Sales Opportunities in Enterpryze, you can add attachments upto 25mb in size.

 

January 2023 Release

1. Services

  • Manage Service teams better with Enterpryze – Assign multiple technicians to a service call, Schedule and update them, see the tasks on all calendars and view on the service app. 👬

 

2. Organisation

  • Add a short name for your organisation so users always know which one to select. Using the new Nickname field in Organisation settings, enter a short name for your organisation.

 

3. Stock transactions

  • Get more insights to stock levels when selecting items on transactions. Now when selecting your stock items you will be able to see all stock levels such as On hand, committed, on purchase order and total available.

 

4. Purchasing

  • Purchase Invoice Scanning – Increased efficiency with Scanning multiple invoices from same email.

  • Purchase Invoice Scanning – Custom Fields now available to report on in the Grid.

  • Copy multiple documents using Copy From Purchase Orders or Deliveries to Purchase Invoices

  • Item Scanning automatically reads items on all documents. With this improvement you no longer have to confirm each item as it is scanned onto your Purchase Document.

 

5. Custom Fields

  • Assign a list of options through the Custom Fields setup. Simply create Custom fields that contain a list of options for users to select from on the assigned screen in Enterpryze.

 

6. Square

  • Control approval of your documents from square. New option added to allow user to manually approve Square transactions in Enterpryze.

7. Stock Items (Enterpryze version only)

  • Define financial accounts to track your Bill of Materials Manufacturing Costs.

December Release

Production

  • On production of finished goods from a bill of material see the Issue and Receipt from production transactions and review and print details. This enhancement enables users to print pick lists of raw materials and issue package or stock data for finished goods.

  • Batch Numbers – When selecting Batch numbers on raw materials the Components tab is displayed first on the Batch number selection pop-up.

Sales and Purchasing

  • New columns added to the grid column chooser. Applied amount and Balance due.

  • New picking list by warehouse

Reporting

  • Open Purchase order report with Open Purchase orders, Open Quantity by Supplier

  • New Goods to be delivered Report – select dates to see what stock is to be delivered from each warehouse

  • New Stock on Purchase Order Report – select dates to see stock due to be supplied on Purchase Orders

Items

  • Straight to search on Items screen

  • Duplicate items – Create new items from existing ones to include prices, Re-ordering and descriptions

  • Search for item groups with the stock selection window

  • Filter on products that have not been uploaded to Square POS

  • Added option for item group to excel importer for Items

Coming soon – 22 New Updates to Enterpryze

  1. Custom Fields enhancement to enable drop down lists and number format.

  1. Disable Quick Stock Transfer in “Item” window if item is batched tracked.

  1. Multiple Technicians on a service call. This is done with an extra technicians field that can multi select assisting technicians. It will add it to their Calendar as read only.

  1. Adding the Company Name on the Home Screen so the user knows what company they are logged into. Users will also be logged back into the last company they were in instead of the first one on the list.

  1. Show Stock position on the quick item selector in transactions so you can see committed, on order, and available stock etc

  1. Manufacturing Costs– Ability to set the journal posting default general ledger account.

  1. New Pop Up after you make a product so you can drill down to goods issue and receipt. Enables a user to print a PDF of the issue or receipt (pick for production or a quality statement for example)

  1. “Balance due” field added to grids.

  1. Improved Transactional Emails. For example the purchase approval email so it will have a PDF attached. That will enable us to show more information based on the user’s needs.

  1. Print PDFs from stock transfers, goods issue and receipt. Very handy for production pick lists.

  1. Warehouse Visibility by user. Ability to hide warehouses that aren’t relevant to a user

  1. Hide Gross Profit on grids by user. Permissions per user to hide from grid and other areas.

  1. Delivery Date at a line level.

  1. New scheduler view.

  1. Square auto sync transactions into Enterpryze. At the moment the user has to manually push transactions into the system.

  1. Month end and year end function to enable users to block transactions being entered into a completed period.

  1. Select contract based on the serial numbers for items instead of customers for SAP customers

  1. For Enterpryze customers choose the Item to attach the service call. Enables reporting of service calls against product lines.

  1. Ability to Turn off Purchase Approvals. Have ‘and’ based approvals as well as ‘or’. For example approval needs to people to approve it.

  1. Added “Copy from” on Purchase Documents. Allows users to bring multiple goods receipts onto one invoice for example.

  1. Purchase Automation. Multiple invoices from one email and better matching to PO’s and goods receipts.

  1. Square items created in Enterpryze

October 2022 Release

  1. Take control over visibility of the Gross Profit in your organisation – Through the Settings option for Sales/CRM admins will be able to tick a box to hide the Gross Profit from view on the various reporting screens, lists & Grids against each Sales transaction.

For example when this option is Unticked by default users will see the Gross Profit displayed as follows on all Sales Transactions:

 

2. Track when each stock item is required for Delivery on Orders – set delivery dates for each part of your Customer Orders, keep track on when stock will be required. The Delivery Date can now be set at line level on your Sales documents.

  • When you click to add a line item you can now set a Delivery Date against each line. It will default to the date set at the beginning of the Order/Delivery but can be changed for each line.

  • Once the Line Items are added, you can see the Delivery dates by expanding each line.

3. Simplified Compact View of the Delivery Scheduler – Using the new the Timeline Options on the Delivery Scheduler you can minimise the amount of information that is displayed.

 

  • Hide Appointment list – this will simply hide the list of Orders & Deliveries to be scheduled on the left side of the screen. You can Toggle this option on or off as required.

  • These options are only relevant in the Timeline View which you can access by clicking on the Work Week option on the calendar:

Tip: 

  • Select any of Timeline views below to set the Start and End Time or Cell Duration

 

  • Start and End Time – Set the Start and end time for each day.

  • Cell Duration – Set the duration which defaults to 0.5 (1/2 hour) and increase as required.

N.B. Changes to both options will be saved for next time you login, however the Timeline option will not.

  • Collapse the Grid view – you can also collapse the Grid view at anytime to minimise the information on view.

September 2022 Release

  1. Production history added for Bill of Materials on the Stock details screen

Can now see a full history of the Bill of Materials Parent item on the Stock item details screen. A new tab has been added called ‘Production History’. You can drill into the Goods Receipt and Goods Issues created at the time of Production for the BOM, with all relevant price details.

2. Additional Manufacturing costs can be added to a Bill of Materials

When manufacturing finished goods other costs need to be considered in the overall cost of making the item, for example production costs, utilities, man hours, machine depreciation. These can now be inserted to the Bill of Materials as separate lines with their relevant costs and will be included in the calculation of the overall cost of making the item.

3. Set Credit Limits against Customers

On the Finance & Taxes tab of the Customer details screen there is a new Credit Limit field available. This value is assigned manually and will be used to check the Credit limit balance when adding a Sales Order, Sales Delivery or Sales Invoice. In addition, there is another field on the same screen ‘Warning Only’ when ticked will display a warning only when a document will exceed the Credit Limit.

 

At header level on the Customer details screen there will also be a display of Credit Balance remaining, this will all depend on the Permissions assigned to users if they are enabled to see balances.

 

New Permissions in User Settings: 

 

Example of message that will appear when a user selects a Customer who has exceeded their Credit Limit when trying to add a Sales Order. The Override option only appears if the user has not been given permission.

 

The user then must enter the relevant credentials to override the warning and proceed with the transaction.

 

 

4. New button added to Scan Barcode on the Item editor for all transactions

When adding a new Sales or Purchase Item transaction for example Sales Order, there is a new button added to Scan Barcode.

 

A popup will now appear and simply start scanning your stock items, Enterpryze will return the results found in the Item details in Enterpryze, then add them to the transaction.

This works for adding barcode items to Sales and Purchase documents.

 

 

5. Recurring Transactions Remarks now moved to the Comments field

For Recurring transactions that are currently generated your customer will see the transaction reference in the Remarks field which appears on the emailed PDF. This has now bee changed and moved to the Comments field so will no longer appear on the PDF sent to your Customer, but will remain on the document for internal reference purposes.

 

6. New objects added to Document layouts for Reporting

The following objects have been added to Document Layouts in Settings where you can choose a PDF report for each.

  • Goods Receipt, Goods Issue and Stock Transfer

  • Example for Goods Receipt:

  • In addition, when previewing any of the above transactions you can click on the Actions button to download the PDF or Report.

September 2022

  1. Email attachments from sales & purchase documents

When sending a document by email, you now have the option to include some or all attachments on the email. These documents must already be attached to the base document, there is a new attachments button in the share window to allow you to choose which should be included with the system sent email.

 

 

2. Bill of Material improvements

The BOM editor now has the following improvements:

  • Sorting & filtering of the components grid

  • New info next to ‘make’ button calculating max total creation (based on raw materials availability)

  • Gross profit calculation – user selects price list & costing method to view the gross profit calculation.

 

3. Pagination for notification centre

Previously, all notifications would show on one long list no matter the number. Even with extremely high numbers, you would have to scroll all the way through. Pagination adds a ‘more’ button after the first 20 are displayed to load the next batch.

 

 

4. Stock price list report

New report for the accounting module to show inventory items at each price list. Each row represents a different item code and the columns their price at each price list the report is run for. Filterable by item code and item group.

 

August 2022

 

  1. UOM is now available on the Stock Transfer screen

When adding a Stock Transfer users will now be able to see the UOM for each of the Stock Items where it applies.

  • When you hover over the quantity on the item after the document is added you will be able to see the UOM.

 

2. Add an additional Cost price when creating a BOM item

There will be an additional Cost price field shown when adding the components of a BOM. If this field is populated it will be used for the cost price when the Goods Receipt is created for the BOM parent item. This cost will be used when you click on Make to produce your final product.

 

 

3. Stripe Integration now supports 3DS

3D Secure (3DS) provides an additional layer of authentication for credit card transactions that protects Merchants from liability for fraudulent card payments. The user will receive the following messages when Stripe payment is confirmed and the Incoming payment has been added to Enterpryze successfully.

 

4. Square Integration – Link one Square shop to multiple Enterpryze organisations

Currently you can link one Square POS shop to a single Enterpryze organisation. With this change you have the option to link your Square POS to multiple Enterpryze organisations.

 

 July 2022

  1. Custom fields can be selected across more Grids

Users can select to see their custom fields from the Column Chooser in the Grids. This has been extended across more grids throughout Enterpryze. For example

Sales module:
Recurring Sales and Email and Billing

Items module:
Stock Report, Goods Adjust In and Goods Adjust Out

 

2. Send Customer statements in the Customer own Currency

Can now select the Customers own currency to produce the statement for emailing to your customer. Simply tick the checkbox for this option, otherwise the Statement will remain in your organisations Currency if you prefer.

 

3.  Purchase Automation – improvements for user experience

The following changes have been added to the Purchase Automation piece to enable users to navigate and improve your user experience.

  • Email notification to confirm when you are running out of scans – receive an email that will show you what your current scan balance is and that it is time to top up so you never run out.

  • Changing a scanned invoice from Service to Item type retains details – improvements have been made to ensure that no data is lost when changing from Service to Item type Invoices. All item data will be read in correctly.

  • Actions & notification improved display on scanned document – You can now see all actions/notifications for your scanned document.

  • Line and document discounts now displayed on scanned document. – users can now process discounts on the scanned invoices at line or document level.

 

4. BOM details screen improvements – Paging, additional fields added and can export to Excel

  • Currently there is paging on the BOM but you can only display 10 items within the BOM at a time.
    This has changed to match other grid options of 10 / 20 / 100

  • The following columns have been added; Cost Price, Qty on Purchase Order, Default Supplier

  • Export to excel option to export the item details within the BOM

 

5. New option to include Sales Reserve invoices on the Invoices Grid

A user can now simply tick a box when they want to see a list of Sales Reserve invoices on the same grid as the standard Sales Invoices. This option can be deselected anytime and the Sales Reserve Invoices will continue to show on a separate grid also.

 

 

6. Can now import Sales Opportunities through the Fil Import option

The Sales Opportunities object is now available in the File Import.

 

 

7. All Batch number selection screens now allow decimal qty when outstanding qty is < 1

 

 

8. New Setting to allow you choose to set default Vat rate per Item or per Company for your organisation

Currently the default Vat rate for all Sales & Purchase transactions is taken from the Stock Item setup unless your Customer or Supplier are Vat Exempt. With this new setting you can decide for your organisation to use the Stock item or Company (Customer/Supplier) Vat rates as default for all Sales & Purchase transactions.

  • Click on Settings > Module Settings – you will see the below tick box available for your Sales & Purchase transactions.

 

 

9. New option to Duplicate stock items on the Item setup screen

Existing Stock Items can now be duplicated on the Stock Item setup screen. Simply select the existing item, click on Actions then Duplicate. Enter the new Item Code/Description and all other fields will be populated with the same Item details.

 

 

10. All Stock Movements updated from Enterpryze to Square

Functionality has been improved around updating all stock movements that occur on Enterpryze back to Square POS to ensure consistency with stock levels between both.

 

11. Customer Statement layout has been improved and updated

The design of the statement layout has been improved, the header details have been reorganised with the logo moved from centre to the left, some fields have been renamed such as Ageing Date to Date, Customer ID has been added and more.

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