Below you will find information regarding what the release included for April, 2020. Release: 7.4.0.0

Update balance of product through our upload function

It is now possible to upload your physical balance through our upload function in Extend. Simply select the warehouse you wish to upload balance to, export a template, fill it in and upload your balance.

Observe that it is your physical balance at the warehouse that you can upload through this function. The template is pre-definied and no columns have to be defined prior to exporting the template. 

You have to at least define warehouse, product number (or warehouse part number) and balance in order to upload the file.

Balance upload - main page

Select warehouse & export template

Fill in and upload file

Convert an order to a warehouse movement order

An order can now be converted to a warehouse movement order. To convert, find the order you wish to convert in the order list. Thereafter, press the icon to convert the order to a MBW order (Move between warehouse).

When converting you can set a new asked delivery date if you please. You will here also specify which warehouse the order will be moved and delivered to. It is also possible to complete the order and set the rows to picked here. This is useful to you who uses virtual warehouses (BI) in Extend.

You can only convert an order which has not yet been sent for picking, meaning, the status of the order needs to be "created" or "ordered" in order to convert it to a MBW order.

External system connections

The external system connections page has gotten a new, fresh look. With this change, you can easily see whether a connection is active or not under the "Active" column. You can find the entities of a connection by pressing the external system name to enter its page. You can create a new connection on this page, edit existing connections or its entities by pressing the edit action (pen icon). The functionality of the page remains the same and connects Extend with systems we have a standard integration with.

Administrer your payment options in Extend

We have made it possible for you to adminster the payment types available in the orderbooking on your own. You will find your payment options in General settings under Order settings.

Payment types are available payment options for customers when booking an order. This could for example be Invoice or Advanced payment. This means you no longer need to contact Extend to add any of the payment options available.

If you use API or other external ways to create orders, you need to specify the code to identify the payment option. This code is called Short name.

With this change we have removed the connection between ordertypes and payement types, making payment types standalone from ordertypes. You do no longer need to have payment types activated per order types, such as normal order, warehouse transfer order etc. The payment options are no longer dependant on the choice of ordertype on the order. 

Order settings - Payment types

Add payment type

Orderbooking - choose payment type

Return code for refunding your orders

A return code has been added for return orders which can be used for refunding purposes. If you want to handle refunding of orders in Extend, there is now an option to create a return order for that order with a specific return code, Q. By creating a return order with this return code and set the credit invoice action to "Immediate", the return order will be automatically cancelled right after the credit invoice has been created. This way, you will be able to create a credit invoice to refund the order, and achieve tracability for the original order.

This return code Q is to be used for refunding cases where we never expect to recieve the product to the warehouse. The return code thus cancel the return order immediately, but creates the necessary credit invoice for the refund.

This procedure enables trackability on orders which are refunded as the return order is connected to the original order. 

Edit order & service products

When editing an order, you are now able to edit service products added in the third step of the order booking.

Handling of added rows in Ongoing after orders have been sent to picking

If an order row is added and picked in Ongoing after the order was created and sent to picking from Extend to Ongoing, Extend will fail to match that added row with a row in Extend as the row does not exist in Extend. This will occur if warehouse personnel for example switches the size of a product on an order, but the two sizes are two different products with different balances. The system will now log this as an error message describing the problem, and will thereafter mark the shipment to display this.

If an order has to be edited after it has been sent to picking, the order has to first be sent back to Extend for adjustment. You then have to resend the order from Extend to Ongoing for picking.

Webhook event for customer creation

A webhook which sends events if customers have been created or added in Extend is now available for use.

Webhook for offer creation of modification

A webhook which sends events if offeres have been created or modified in Extend has now been added.

Invoice address field GLN added to the Order API

The field GLN for invoice addresses has been added to the Order API.