Webinar - Newest Features From Release 1.0.30

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Newest Features From Release 1.0.30

  • Full Release Notes
    • Email and Calendar Integration
      • Gmail + Outlook365 Mail
      • Google Calendar + Outlook Calendar
      • On an individual user basis
      • Each user can connect their accounts
      • Learn More Here
    • B2B Gateway EDI Integration
    • ShipStation Configuration Changes
      • Configure Button found under Shipping Integration
      • Previously had to have this configuration done in the background by our team.
      • Now you can control this completely on the front-end yourself and set mappings
      • Ship Docs and Transfers can be sent over to ShipStation
      • Set the Exporting and Importing Options
      • Set Order Sources
      • Set the Mapping for up to 3 fields
    • Ability to Re-download a Shopify Order
    • We go over the changes in Company Preferences
    • Changes to the Alerts
    • Batch Printing / Batch Emailing
      • Batch Printing, Emailing, Labeling on the Lists
      • Only works with visible and checked transactions
        • Filter and expand your list to check box more documents
    • Added the ability to Select Required in a Reorder Analysis
      • Select which linked SOs matter for your Reorder
      • Use the Reorder Analysis setting:
        • Has Demand (Required)
      • Create a Linked PO for each Sales Order on the list or choose which ones you want
    • Reload Count
      • Used when you've done transactions since the time when the Count was started.
      • This updates the Count with the proper numbers that should still be in Inventory
    • Reload BoM (Bill of Materials)
      • Used when you already have Work Orders running but you have just updated the Bill of Materials.
      • If you change the recipe all you have to do is go to the Work Order that is open and click the Reload BoM button at the top-left.
    • Default Templates
      • You can set the Default Templates for each Customer
      • To add these fields to your Customer Editor screen go to Page Layouts:
        • Select: Entities >> Editors
        • Click on the Edit button on Customers
        • Drag Default Template Fields Over