This article will explain the new features and updates to existing features that were introduced in version 5.0.264


Note: In this article, Q/S/O refers to quotes, sales and orders.


New Features

New Replace Items command

A new Replace Items command was added to Order Entry. 

This allows you to select multiple product line items and replace the product, style and option values for all selected line items. Note: When line items are replaced with new products and/or styles the following options are no longer changed:  Width, Height, Mount, Room Location and Remarks.

Detailed information on how this feature works can be viewed here: How To Use Item Replace


Product Compare has been Overhauled

You can now Replace the Product, Style and Option in multiple line items together in the Product Compare feature.  Note:  When line items are compared with new products and/or styles, the following options are no longer changed: Width, Height, Mount, Room Location and Remarks.  How to use the Product Compare feature.


Select Products, Style & Option values when adding product items from Customer Measurements

When adding product items via Customer Measurements you can now choose the product, style and option values to use. All new lines will take the values of the options you choose with the exception of Width, Height, Mount, Room Location. Those values will come from the imported customer measurements Find more information here on how to use customer measurements to build a quote.


Assign multiple vendors to a product

You can now assign multiple vendors to a single product. This can be necessary if you have multiple account numbers for a single vendor / fabricator.  

This is done in Product Properties in Product Manager. You can also quickly assign multiple products to a vendor by using the Assign Products tool in the Vendor Center.


More new features

  • A Refresh button was added to the tabs for the Center Windows (Quote Center, Sales Center, etc.). 
    • It's the same button that's on the Items group of the Home tab.
  • A Replace Style command was added under the Replace Items command in Order Entry. 
    • This tool allows you to change the styles of two or more line items.
  • A Select this Column link was added to Product Compare. 
    • This allows you to select all the cells in the column at once.
  • You can double-click a cell in Product Compare to edit its contents.
    • This is the same thing as using the Edit Item command.
  • A total for each column was added to Product Compare and to the print list      
  • A Export Vendor Name field was added to the Edit Vendor dialog. 
    • This allows you to have a different name for a vendor in QuickBooks from the vendor name used in SWCS.


Updates to Existing Features

Highlighting options that can be changed during replace commands

When using the Edit Product Item screen (to change option values), options that can't be changed while doing a Replace Items command or when adding via customer measurements will be disabled and grayed out.


Validating is enforced before you can change a line item

You must now validate an item in the Edit Product Item dialog before it's values can be changed or before you change the line to a different vendor, product or style. 

This is to ensure that the correct option values are validated and used.


More Updates

  • The Replace Products command was moved to a sub-menu under the new Replace Items command in Order Entry.
  • The company name, report title, sub-title, etc. is now shown on each page of a general report. 
    • This can be changed for individual reports if needed.
  • The default vendor column was removed from Product Manager as there is no default vendor any longer.
  • Percent charges are now automatically recalculated when line items are removed from an order.
  • You can now set the default vendor in Application Settings along with the default product and style.


Items Fixed

  • The wrong security level was being checked when sending Order Confirmations. Instead of only requiring Create permission for a sale it required full permission.
  • Changed the way the software checks to see if it's connected to the Internet. 
    • On some systems this was preventing product updates from being installed.
  • Issues with option callouts when syncing has been fixed.
  • The Save Report command for General Reports now works as intended
  • Fixed some rounding issues when calculating item prices.
  • Fixed a bug that caused the quantity of exported purchase orders to be negative.
  • Fixed an issue where backups would sometimes indicate they were completed successfully when they were not.