New Features – A Review of the Latest Updates, November 2017

SuperSearch

Searching in the Picker has become more powerful!

When adding a new listed item within your Supplying list, use the top SuperSearch Bar to intelligently search by Name, Alternative Name and Category.

Customise the Picker

Open the Picker by viewing your Supplying List and choosing New-Add listed items. Now you can simply drag and drop the visible columns into your chosen order. Additionally, choose which columns to show by selecting the Settings cog in the top right hand corner and selecting/deselecting the fields you wish to see.

Note: this is the only customisation that is set per computer rather than per user, to maintain visibility on different screen sizes.

Delete Scans

Scanned the wrong item? Now you can delete a item you’ve checked in or out!

Checking a job out – If you have scanned out the incorrect item or no code checked an item you shouldn’t have, ensuring ‘Hide completed items’ is deselected in the bottom left hand corner, select the stock item in question and click ‘View Details’. Then simply select the item you have checked out and ‘Delete’.

Checking a job in – If you have scanned in the incorrect item or no code checked an item you shouldn’t have, ensuring ‘Hide completed items’ is deselected in the bottom left hand corner, select the stock item in question and click ‘View Details’. Then simply select the item you have checked in and ‘Delete’.

Alternative Name

Perhaps you have a nickname for your Stock, or would like to quote in another language? Choose an Alternative Name for your Stock and display the Name, Alternative Name or both in your Documents.

Alternative Name search has also been enabled in our Picker’s new SuperSearch bar.

How to use: for Documents the print field is ALT_NAME. If there is no alternative name, the NAME field will be used.

Sales Stock Valuation Report

From the Home Page, select the Reports tab and click on ‘Sales stock valuation’ to quickly reveal an exportable list of your Sales Stock items, Quantities and their total Valuation, as per the example below.

Invoices to be Exported Report

From the Home Page, select the Reports tab and click on ‘Invoices to be exported’ to quickly reveal an exportable list of all Invoices and credit notes which have not been exported to date, as per the example below. Export invoices to Quickbooks, Xero, CSV, XML or Excel directly from the Report.

Document Print Flag

Further enhance your customised documents!

Set up a default flag for your Hire Stock, e.g. Important or Not Important, and allow your customised documents to identify the default flag and format the document accordingly.

How to use: If you DO NOT set the flag in the Picker pop-up window (“none” selected), the default flag will be imported. Setting the flag for items within the Picker to anything but “none” will override the default flag and set all items to the new flag chosen.