New and Updated Features
Customizable Email Bodies for bulk-sending Invoices and Statements
Looking to add a more personal touch when sending out your emails or statements? We heard you! You can now create custom email templates with dynamic data fields and fun formatting to be used when emailing out invoices, statements and consolidated statements in bulk (through the Print Route Docs, Print Invoices and Produce Statements tools)
Check out our tutorial here to learn more!
Allergens on Receiving Slips and Receiving Tags
Another much requested feature is here: raw material allergens will now be displayed on the receiving slip screen, receiving slip report, pallet tag screen and pallet tag report. This way, your team can effectively follow cross-contamination procedures more easily.
Here's a peek:
Receiving Slip screen
Receiving Slip report
Receiving Tag screen
Receiving Tag report
Added date selection to Schedule Production
Need to jump to a specific date in Schedule Production? Not to worry! You can now do this quickly by clicking on the Week Header to open a calendar where you can select the day you want to jump to!
Product Formula and Packaging Items now hold sequence
Items linked to products in the formula and packaging tab didn't used to have a set order in the backend, so the order they appear in could sometimes change. If you need things in a specific sequence, this isn't ideal, so we've added IDs for these items in the backend so that they'll stay in the spot that you've put them!
Bug Fixes
Inventory Integrity Check now selects Warehouse by default
We've resolved an issue where the integrity check wouldn't have a warehouse selected when the page was first opened, potentially leading to confusion.
Close Production Day Tool now handling duplicate raw materials properly
The Close Production Day tool was getting muddled when the same recipe or raw material was used more than once in the same production item, leading to incorrect inventory allocation and consumption. This has been resolved so you can close your production items quickly and easily regardless of what's in them.
Corrected quantity calculation issue in Production Costing Report, Product Traceability
Certain recipe structures produced through Schedule Production were breaking the calculation for the raw material quantity consumed in the Production Costing Report and Product Traceability tool. We've beefed up the calculation so that it can handle whatever recipe structure you throw at it!
Sales Tax Summary Report now obeying date range
The Sales Tax Summary report was being a bit rebellious and not obeying the date range selected. We've updated the report so you see the tax collected in the desired range.