8.9.0.0., September 2021
- josefin.kvillert (Unlicensed)
- Robin Brändén
Below you will find information regarding what the release included for September, 2021. Release: 8.9.0.0
Highlights
Extend Commerce BACKEND
NEW ORDER PAGES
New feature | Order | Requires support to activate: NO |
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We 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 page | Replaces |
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Orders | Search order Review queue Back order |
Order bookning | Create order |
Return order bookning | Create return order |
Order rows | Search order rows |
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.
Documentation: Orders
Video: How to manage orders
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.
Documentation: Order bookning (translate by selecting language at the top left corner)
Video: How to create orders
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
Documentation: Retur 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.
Documentation: Orderrader (translate by selecting language at the top left corner)
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.
Create offer page gets new and improved functionality
New feature | Offer | Requires support to activate: NO |
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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
New feature | Report | Requires support to activate: NO |
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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.
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.
Extend Commerce WMS
Restock at optional location
New feature | Restock locations | Requires support to activate: NO |
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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.