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Below you will find information regarding what the release included for September, 2021. Release: 8.9.0.0

Highlights

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XTND

 Extend Commerce BACKEND

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NEW ORDER PAGES

New featureOrderRequires support to activate: NO

Vi välkomnar stolt våra nya ordersidor till XTND Backend. Dessa kommer gå parallellt med de gamla sidorna under en månad. Detta för att ni ska få tid att introduceras in i de nya ordersidorna i egen takt. 

Dokumentation och videos finns tillgängligt för att lära sig hur man använder och navigerar sidorna. Vi starkt rekommenderar att ta del av detta material.

This has changed:

Dessa sidor har fått nytt utseende och funktionWe proudly introduce our new order pages for  Extend Commerce Backend. You will still be able to use the old pages for a month. This is so to give users time to introduce themselves to the new pages in their own pace before the full switch.

Documentation and videos are accessible to learn how to use and navigate these pages. We strongly recommend that you read and view this material. 

This has changed:

These pages are new and replaces:

New pageReplaces
Orders

Search order

Review queue

Back order

Order bookningCreate order
Return order bookningCreate return order
Order rowsSearch order rows

Orders

Under Orders hittar du vår nya orderlista. Denna ersätter Sök order. Sidan fokuserar på såkallad "Order management", att hantera aktiva orders.

Här introducerar vårt nya "Stoppljus". En översikt över era aktiva orders och nuvarande status. Samtliga boxar är klickbara för filtrering av listan.

Sök direkt i tabellen eller via den avancerade sökningen. För att söka avslutade orders, använd den avancerade sökningen och klicka på "Sök alla".

Sidan ersätter även granskningskön och restordersidan.

Släpp orders från granskningskön genom att antingen:

  • Klicka på mer-ikonen (...) och välj granskningsorsaker
  • Kryssa för flera orders och välj "Med valda orders". Ange granskningsorsaker som ska godkännas och klicka på Spara.

För att se orders med rest, klicka på filtret "Restorders". Här hittar du dels dellevererade orders, dels orders som ska levereras med nästa order. Ändra restorderstatus genom att kryssa för orders, välj "Med valda orders" och ange restorderstatus att ändra till. Klicka på Spara.

Skapa inköp för dina direktlevererade orders genom att klicka på Mer-ikonen (...) och välj Skapa inköpHere you find our new order list. This replaces Search order. The main focus of the page is order management; managing your active orders. 

We introduce our "Stoplight". An overview of all your active orders and their current status, from green to yellow to red. All boxes are clickable and filters the list based on your selection.

Search directly in the table, or use the advanced search. To search for finished orders, use the advanced search and click "Search all".

The page also replaces the review queue and the back order list.

Review queue

To release orders from the review queue, you have two options:

  • Click on the more-icon (...) and select Review reasons. Select review reason(s) to approve. Press save.
  • Check multiple orders in the list, select "With selected orders". Select review reason(s) to approve. Press save.

Back orders

To list your back orders, press the box Back orders. In the list you will find partially delivered orders, as well as orders to be delivered with next order. To change the back order status, check orders in the list and select "With selected orders". Change the back order and press Save.

Create purchase

Create a purchase for your direct delivered orders (dropshipping) by pressing the more icon (...) and select Create purchase.

Tip

Documentation: Orders

Video: How to manage orders

Order bookning

Skapa hela order på en och samma sida:

  • Välj kund och datum
  • Se över kund- och orderinformation
  • Ange lager. Lägg till produkter direkt i tabellen eller via produktsökningen
    • Ändra information direkt i tabellen
  • Ange leveranssätt, validera och skapa ordernEller spara den som ett utkast, med eller utan saldo

    This page replaces Create order. Create the whole order on one page:

    • Select customer and asked delivery date
    • Check that the customer information is correct and check the order settings
    • Select warehouse. Add products directly in the table or use the product search.
      • Change information directly in the table
    • Select transport mode, validate and create order
      • Or, save it as a draft with or without allocated balance.
    Tip

    Documentation: OrderbokningOrder bookning (translate by selecting language at the top left corner)

    Video: How to create orders

    Return order bookning

    Skapa hela returen på en och samma sida:

  • Välj kund och datum
  • Se över kund- och returinformation. Ange mottagande lager.
  • Lägg till produkter som ska returneras genom att söka upp gamla orderrader, eller lägg till direkt i tabellen eller via produktsökningen.
    • Ändra information direkt i tabellen
  • Välj leveranssätt och skapa returen

    This page replaces Create return order. Create the whole return on one page:

    • Select customer and date
    • Check that the customer information is correct and check the return settings
    • Select receiving warehouse. Add products to be returned to the warehouse. Search old order rows to add, add directly in the table, or use product search.
      • Change informtion directly in the table
    • Select transport mode and create the return
    Tip

    Documentation: Returorderbokning

    Video: How to create returns

    Order rows

    Under Orderrader hittar du vår nya lista för orderrader. Denna ersätter Sök orderrader. Sidan fokuserar på såkallad "Order row management", att hantera aktiva orderrrader.

    Även här finns vårt nya översikt, "Stoppljuset". Denna ger en överblick på dina aktiva orderrader och samtliga boxar är klickbara för filtrering av listan.

    Sök direkt i tabellen eller via den avancerade sökningen. För att söka avslutade orders, använd den avancerade sökningen och klicka på "Sök alla".

    Kryssa för flera orders, klicka på med valda orderrader och utför olika ändringar på orderraderna.

    Filtrera på produkt eller ordernummer genom att klicka på filtreringsikonen i tabellen.

    Skapa inköp för dina direktlevererade orderrader genom att klicka på "Skapa inköp" i tabellen.

    Tip

    Documentation: Orderrader

    Video: How to manage order rowsRetur order bookning (translate by selecting language at the top left corner)

    Order rows

    Under Order rows you find order new order row list. This replaces Search order rows. The main focus is order row management, managing active order rows.

    Here you also find our "Stoplight". An overview of all your active order rows and their current status, from green to yellow to red. All boxes are clickable and filters the list based on your selection. 

    Search with the table search, or use the advanced search. To search for finished order rows, use the advanced search and press "Search all".

    Check multiple order rows, click on "With selected rows" and perform different actions on the rows.

    Filter on product or order number by pressing the filter icon in the table

    Create purchase for your direct delivered rows (dropshipping) by clicking on Create purchase in the table.

    Tip

    Documentation: Orderrader (translate by selecting language at the top left corner)

    Tip

    We offer webinars showcasing the new order pages. 

    30th of September 2021 at 11.00-12.00 CET.
    30th of September 2021 at 15.00-16.00 CET, in English
    6th of October 2021 at 11.00-12.00 CET.
    6th of October 2021 at 15.00-16.00 CET, in English

    Contact support@extend.se with a selected date to attend if you want an invite.

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    Create offer page gets new and improved functionality

    New featureOfferRequires support to activate: NO

    The page Create offer has been improved with some added functionality to make it easier for users to create offers. This includes:

    • Change price incl VAT on rows
    • Add notes on rows
    • Adjust the customer's invoice in the user interface
    • Connect a salesman to the offer
    • Adjust rows to to any position. The order of the rows can be changed on the offer.

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    One Stop Ship (OSS) report for VAT

    New featureReportRequires support to activate: NO

    A new report has been added to be able to export data to report VAT for One Stop Shop (OSS) with file. The report is exported as TXT (CSV) and can be sent directly to the Swedish Tax Agency. You find the report in the page Reports.

    Tip

    Read more about OSS on the Swedish Tax Agency's website. Beware that you are responsible for reporting correct data to the Swedish Tax Agency.


    XTND  Extend Commerce WMS

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    Restock at optional location

    New featureRestock locationsRequires support to activate: NO

    There is a need at some warehouses to have more fluid picking locations. We have therefore now made it possible to not only restock a predetermined location but also select any other location. When you select to restock a picking location, you will now get alternative picking locations to choose from. You can also search to find any other picking location to restock.

    To be able to restock a picking location, received balance is required.

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