Stock planner updates |
Various enhancements have been made to the Stock Planner:
• An overview mode is provided and you can use a heat map to show stock
levels.
• You can add hidden columns.
• You can see a bookings breakdown.
• You can make default settings.
• Cross-hire items can be included.
• Incoming depot transfers are now shown.
• A Contract view is provided.
• You can see the availability of an item in other depots.
• Options are provided to resolve shortages. |
Day Book updates |
Various enhancements have been made to the Day Book:
• You can display delivery and collection instructions on tasks.
• Depot transfers are now included.
• You can order tasks within a vehicle run.
• You can create a run for all depot vehicles
• The weight of a vehicle run is displayed.
• You can specify whether contracts, sales orders, workshop jobs, and depot
transfers appear in the Day Book.
• You can now configure the header details on a task.
• You now have to read the note for a delivery date change before the task is
moved to the new date.
• A new system option allows you to specify when a collection task is created
• A new task has been added for a customer returning items.
• When a depot is changed on a contract, sales order, or workshop job, the
task is automatically moved on the Day Book.
• You can hide the task time, set a Day Book printer, and set the auto-refresh
interval.
• Day Book locking has been implemented.
• Other vehicle run options are provided. |
Easy Hire/Easy Sale
updates |
Various enhancements have been made to the Easy Hire/Easy Sale options:
• You can add items on a Quick Picks tab.
• You can add supplementary charges.
• Custom fields are provided.
• An Options tab has been added.
• There are additional dates options.
• You can add and change item discount and insurance.
• Other contract details are provided. |
Transferring contracts
between depots |
New functionality allows you to change the hiring depot (delivering depot) on a
contract and to transfer the contract to the selected depot. |
Enhanced document
archiving |
More flexibility is now provided for document archiving. A new menu option allows
you to set up folder options and to specify the filenames you want to use for archived
documents. |
Contract revisions |
New functionality to create contract revisions has been added. Two revision suffixe
are used to track changes to a contract header and to items on the contract. |
Resolving shortages |
You can resolve a shortage by creating a depot transfer directly linked to the hire
contract on which you have a shortage. |
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