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

NEW ORDER PAGES

We proudly introduce our new order pages for XTND 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:

Orders

Here 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.

Order bookning

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.

Return order bookning

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

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.

Create offer page gets new and improved functionality

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.

One Stop Ship (OSS) report for VAT

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.

Restock at optional location

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.