New menu item > Note File Dump
A new menu has been created called ‘Note File Dump’ and can be found within the Toolbox menu. This great tool gives sites the ability to create a ‘CSV’ file Continue ReadingNew menu item > Note File Dump
Tag Archives: Customer Maintenance
System Search Global Routine > Customers
The System Search functionality has been updated, when searching for a Customer the system can now include searching via a Postcode. This search will only give correct results when using Continue ReadingSystem Search Global Routine > Customers
Customer Maintenance
Customer Maintenance will no longer lock an entire customer record when it is being modified by an operator, but rather lock it at the time the operator saves their changes. Continue ReadingCustomer Maintenance
Change Log History
The Change Log History program is a valuable tool available within the Customer and Product Maintenance menus. The benefit of this program is to be able to identify when, who Continue ReadingChange Log History
Customer Maintenance > Pricing and Discount
Within the Customer Maintenance/ Valued Customer Maintenance menu, the Pricing and Discount screen has been updated. This is simply to accommodate different system implementations (e.g. Retail, Wholesale) utilising the same Continue ReadingCustomer Maintenance > Pricing and Discount
Customer Maintenance > Change Log History
Within Customer Maintenance Change Log History, the list shown within the Dropdown field has changed to only reflect those fields that have been modified. When opening the Change Log History, Continue ReadingCustomer Maintenance > Change Log History
Report Generator > Customer Table
Within Report Generator Customer Table two new fields have been created called: Operator Id Operator Login Name These fields are within the Customer Maintenance record under Operator details, when used Continue ReadingReport Generator > Customer Table
Pricing Module Maintenance > Updated system processes
In support of the new ‘Product Range’ fields within Pricing Module, system processes for the following screens have been updated Customer Maintenance Pricing and Disc > Pricing Rules Product Maintenance Continue ReadingPricing Module Maintenance > Updated system processes
Customer Maintenance > Buying Profile
Within Customer Maintenance the Buying profile screen has now been expanded in width to support extended Product Descriptions. Note: The recommended monitor resolution is 1600×900 or higher.
Customer Maintenance > B2B
Within the Customer Maintenance B2B screen, users will now notice changed Output options: the table label ‘Output’ has been renamed ‘Invoice Output’ the ‘Output to DocX’ label has been renamed Continue ReadingCustomer Maintenance > B2B