i. Description column- Added to the Escalation screens to more easily identify products, pricing entities and product groups
ii. Preview screen - A full overview of how items are going to escalate on a quote. You can also generate a file or download a csv file from this screen.
b. Ported Features
i. Drag and Drop
ii. Line item notes
iii. Quoting price group and level
iv. Copying quotes and orders
v. Create orders and set up jobs from quotes
vi. Email Orders and Quotes
2. Portal Enhancements
a. ERP Settings - A new screen added to the Portal where you can view and manage your ERP settings. You can view a details screen on each record and make any needed updates or delete.
b. Company Name & Code on AR Screen - Added for improved transaction searching
c. Invoiced date added to Delivery screen - For easier tracking of POD
d. Validate Price Types - To check that any price records added or edited in the Portal exist in the ERP settings
3. Payments
a. Void Payment Option - For any payments that haven’t batched out, a new feature has been added where you can void the payment and then reset the invoice in just a couple clicks.
https://youtu.be/48ytLYuq4OI
4. Customer Feature Updates
a. Payment Confirmation Emails - Job name added for easier management in accounting systems
b. Invoices Link on Payments Screen - Invoices are now linked directly on the Payments screen so customers can easily view them. The invoice will display in a preview window. This has been a long requested feature.
5. Fix for Reprice on quotes with Job set up - When using the reprice button and generating a PDF, the updated pricing will now automatically display. This is on the old dashboard.
