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v6.70

Feature Updates​

Dashboard​

  • Added ability to set goals by sales order category in system setup
  • Order Category Performance: added open so and mo totals, quote totals for a specified time period available in settings
  • Past Due Widget: added all aging break down columns, increased widget size, and added totals at the bottom
  • Sales Rep Performance: added open so and mo totals

Sales​

  • Added ability add projects to the dropdown list directly from orders

Inventory​

  • In product status, if a crop had negative on hand and there were orders allocated to the crop, sometimes it was not displaying correctly in crops list
  • Inventory Adjutments > Shift: when selecting shift to, list price for the item size is now shown next to name
  • Size dropdown in item size and size dropdown when adding a new item size, includes abillity to search by size code. If size code and size desc1 are different both are now visible to differeniate sizes

Shipping​

  • Mobile Shipping Load: added ability to update load ship date
  • Mobile Shipping Load: wiew order info for a order on shipping load
  • Pick and Load Items Tab: added ability to print grid and exporting to excel

Online Portal​

  • Added ability to void pending portal orders
  • Added preference in settings number of days to retain draft orders
  • Added ability to delete portal user

Purchasing​

  • If PO is on a load, clicking on the truck icon will open the load from PO detail
  • If using multiple units of measure, added U/M price column to PO/MPO

QuickBooks Integration​

  • QuickBooks Online: When invoice was paid in QuickBooks, it was not being marked as paid in eGrow Connect on Sync
  • QuickBooks Online: when using vendor automap during initial setup, existing vendors in QB were not linking
  • QuickBooks Online: added ability to map order category to class

Reports​

  • Customer List by Bill To * add OpenMO * yes/no field to check if customer has a open master order
  • Inventory: added promo items report
  • Purchasing > Purchase Order Item History: added vendor doc. No column
  • Purchasing > Vendor Items: added pricing group columns
  • Sales > Master Order Shipment History: added footage column
  • Sales > Sales Order History: added terms discount column
  • Sales Comparison * added sales comparison by pricing group
  • Sales Order Item History: added HasItemDisc, ItemDisc fields, Original Order#, Terms fields

Bug Fixes​

  • Sales Order: Bill to contact on the order was not updating if the same contact was set on the ship to for the order
  • Sales Order * If customer discount set to apply to line items, when adding items to order via manual allocation to a crop, discount was not correctly carried over and applied to the line item.
  • Sales Order * when subbing to an item with multiple unit of measure qty, unit of measure conversion was not correctly applied
  • Shipping Load: If a purchase order was on a load and load was deleted, purchase order still remained linked to the deleted load
  • Plant Costing: when fetching a item batch cost, it was resulting in divide by zero error
  • Purchasing: When receiveing default are set by item and if customer was changed or assigned to crop, it was not properly reducing in transit qty and re-allocating orders
  • QuickBooks Online * if item name was overwritten on the on order item, original item name was sent to QB, instead of overwritten name
  • QuickBooks Online * PO number was not transferring correctly to custom field set in QB
  • Quote: Duplicating a quote was not correcly refreshing current pricing when fetch current pricing was enabled in settings
  • Report > Customer List Bill to/Ship To * date range search was not returning correct set of records due to time associated with date field
  • Reports > Empolyees > Employee List: Manager was not showing correctly
  • B&B Order Review: sorting by short name column was not working correctly
  • Inventory Label/Tag Printing: checked off items were not persisting when paging or searching