This article will explain the new features and updates to existing features that were introduced in version 5.0.253
Note: In this article, Q/S/O refers to quotes, sales and orders.
New Features
New and Enhanced Reporting
- Extensive Reporting updates, enhancements and changes have been added
- Most of the general reports have been re-designed and many of them have more filters and enhanced filtering ability
- Many more stock reports were added
- You can now select a custom date range for most general reports, in addition to the build-in date ranges.
- General reports now print the description of the report under the title. This can be turned off by editing the layout of the report.
Updates to Existing Features
The Price Breakdown dialog in Order Entry now separates additional charges from customer promotions.
- Changing the style will now reset any base retail cost or price overrides.
- All the payment details are now shown on process reports when payments are selected to be shown.
- When a product is replaced using the Replace Product feature, any base retail cost or price overrides are reset.
- Sales tax rates can be entered with 3 decimal places
- You must now confirm you want to enter customer measurements with no dimensions.
- When exporting purchase orders to QuickBooks, products are now checked to make sure they are exported.
- Email preferences for AOL have been added.
- More descriptive error messages are shown when there is a problem sending email.You are no longer prompted to login to Solatech if there is no Internet connection.
- When purchase orders are sent the software checks to make sure any related Order Entry windows are closed.
- The shipping method for a new quote or sale is now pulled from that of the selected customer.
- When opening a general report in Adobe, the PDF opened uses the current filters instead of the default filters.
The Price Breakdown dialog in Order Entry now separates additional charges from customer promotions.
Additional Logo Support
- You can now add a logo to a process report and have it scale correctly when using large fonts in Windows.
- In previous releases, systems that were using large fonts (DPI > 100%) where prevented from using logos on process reports because the logo would not size correctly. You can now add logos to process reports
- Refer to this KB article for steps on how to do this. How to add a logo on a computer using large fonts
Changed / Fixed
- Canceling a sale now cancels any attached purchase orders.
- Fixed an issue that sometimes caused quote or sale numbers of 0 when clicking the New command from inside Order Entry.
- Security settings for creating or editing vendors has been fixed.
- Pressing Enter while adding notes to a vendor does not cause the Vendor dialog to close.
- When printing multiple process reports the first report in the list is no longer printed multiple times.
- Closing the Send Email dialog with the X no prevents the email from being sent.
- When viewing sales in the Accounting Center, the Show All Sales/Orders filter no longer causes quotes to be shown.
- Products that were renamed now appear in Product Updater.
- Fixed an issue that sometimes caused multiple Order Entry windows for the same Q/S/O to be opened.