Default customer template for API/Manual/Upload

New feature
Backend / Customer
Requires support to activate: No
Accessible for everyone with access to "General settings"

Customer information can now be automatically filled in when creating customers via the following methods:

• API

• Manually in the interface (all values ​​are pre-filled in addition)

• Via upload file (Excel)

It is also possible via the above method to specify exactly which template is to be used, then you "overrule" the template that is set as "standard"

You can access the setup of the customer template in "Cog wheel →  General settings →  Customer template"

The change has been made because some clients have difficulty setting the customer information correctly via their API integrations. Since the master data on a customer can be important for accounting, email sending, etc. so you can get the correct customer information with greater certainty now.

A description of the page is shown in the tab name of the browser

Improvement
Backend
Requires support to activate: No

If you work with many tabs, it is now much easier to navigate between them as they are named after the page you are on. This makes it much easier to move smoothly from orders, invoices, API connections, etc.

Visual improvement of Backend

Improvement
Backend
Requires support to activate: No

Over 100 improvements done across the entire platform, including visual improvement and better describing things.

Scheduled reports

Improvement
Backend / other
Requires support to activate: No

We continue to improve the interface for the users across the system.

Status icons per order in multiple blocks

Improvment
WMS / Transport
Requires support to activate: No

We have made it clearer in the interface if the order that is included in the multi-picking is acknowledged and/or is also transport booked/sent.

A new icon in the form of a "clock" indicating that the order included in the multi-pick is paused for transport booking. The "truck icon" indicates that the order included in the multi-pick has been booked/sent.

In the future, there will also be a button that allows you to go directly to transport.

1. We have added a tab named ”balance summary”. This shows a summary of the balance based on the location and doesn’t split balance based on batch for example. This gives a clear overview of the amount of products you have that’s blocked, not reserved, reserved and totals counted in a few different ways.

2. We have also made the reserved number clickable so you can see what orders are reserved against the balance and from there you can click to see the order.

3. We have added a quick summary of the balance in both the balance list but also the balance summary so you can quickly see the totals.

4. We have updated how Extend Commerce calculates the balance on both pages. Before we reduced the balance from the location first when the whole order was picked and closed. Now we reduce the balance directly when the person has clicked that the products has been picked. This gives everyone a fairer picture of the balance.

5. The sorting will be sorted by "best before date" (FEFO) and if it is the same best before in many locations, the WMS will sort by Pallet ID instead.

Open

New design of the balance list in the warehouse module

Improvement
WMS / Inventory
Requires support to activate: No

We have performed major updates to the product page in the warehouse module.

Open

Change the order of filters in order picking & goods reception

Improvement
WMS
Requires support to activate: No

Users can choose the order of the filtering themselves, to bring up the most relevant first.

If the user unchecks all the filters and then add them back, they will be placed in the order the user add them back.

For example. has the user de-selected all the filters in the image below and then pressed Order type, Client, Retailer, etc. and thus received the filters in the order he/she chose them in. If you tick something in the filters, we also save it for the next time you access the page.

Open

Open up the possibility to do inventory counting of blocked products in the system

Improvement
WMS / Inventory
Requires support to activate: No

You will now be able to do inventory counting of blocked products within the system.

Reverse an order not finished in the WMS

New feature
WMS / Order
Requires support to activate: No

-More flexibility when customers need to update/modify order that are in the warehouse ready for dispatch. Possibility to revers the order and add or remove product for the original order.

Users can put the products back in stock

Open

Bulk printing of many shipping labels in WMS

New feature
WMS / Order
Requires support to activate: Yes

Today, you can usually only print one shipping label at a time. This improvement allows you to print in example: 100 shipping labels at once.

This enables handling where the orders have similar characteristics.

• For example, if you have multiple summer-catalogues to send to many people. You can print all freight documents at once for all orders

• This only works with Extend Commerce TA

This has been done when some customers have the need to print all the labels at once and then just mark and send the goods.

Only available for those with Extend TA

Open

Option to "lock" the system against wrong picking by picking the Pallet ID / Smartwork code

New feature
WMS / Order
Requires support to activate: Yes

Through a setting, you can ensure that you have to scan the pallet ID and cannot enter it manually.

The setting means that we have hidden the Pallet ID in several places in the system and made it so that the picker cannot "bypass" the system.

Open

New integration to Visma eEconomy (Swedish)

New function
Integration
Requires support to activate: Yes

Last month we launched Visma e-conomic for Denmark. Visma eEconomy is an accounting program that today is used by approximately 180,000 Swedish companies in various industries and of different size.

The Visma eEconomy API integration is completely new and is suitable for companies that have a registered office and/or are based in Sweden/Norway. 

An additional monthly cost of 1250 SEK is applied.

Open