January Update📣

Check out the latest updates to Enterpryze in January 2022!

Enterpryze - January updates

In Enterpryze we listen to you and provide changes that will bring value to your business. Our developers have released the following cool changes, take a look:👀

We have a video at the end of this article👇 that will take you through how to use each new feature and bring more value to your business.  

 

  1. Quick actions now on grid views

What does it do?

Allows users to choose quick actions directly from the grid view without having to drill into the document.

 

Which package?

All – applicable to following grid views, Journal Entry, Companies, Sales Opportunity, all Sales & Purchase documents, Service Call and Payments

 

How will it benefit the user?

A user can now reduce the time and number of clicks to take actions on transactions. They can do this with ease directly from the grid view on a Company/transaction without having to drill into the account/transaction details first.

 

How to use the feature.

Very simply when the user is on the grid view for transactions right click on any transaction to see list of quick actions available such as Edit, Copy to, Download PDF etc actions available are dependent on the transaction type.

 

Example:

  • Click on Sales, Sales Orders to see the grid view
  • Right click on any Sales Order to see the list of quick actions available


 

2. Copy From document option now on Sales transactions

What does it do?

Allows users to copy from open transactions for a customer to a new document for both Service and Item type transactions in Sales. The user will be able to select both the transaction and lines to copy from.

 

Which package?

All

 

How will it benefit the user?

Enables users to choose the type of transaction to copy from and to choose the relevant lines from the document. This will save the user time searching for related documents for the customer to create documents from, as a list of documents and their details are provided for the user on the Copy From screen.

 

How to use the feature.

When adding a Sales transaction the user can click on +Copy From button which will open a new grid view displaying the Open transactions and rows available in each transaction for that Customer.

 

Example:

  • Add a new Sales Invoice
  • Select your Customer
  • Now click on +Copy From

A new screen view appears with the available transactions to copy from. For each transaction it will display each line of the transaction. All transactions listed are Open transactions or any remaining Open lines.

  • To select a transaction simply click on the box or use the Search box to find it
  • Then tick each row that you want to create on the Invoice
  • Selected items will appear on the right side of the screen

When you are finished selecting your documents/item rows simply click on +Add Lines to add them to the Invoice details. You can now complete your invoice as normal where you can manually add more lines or Copy from existing transactions or simply Save to add your Final invoice.


 

3. Add Service calls for Suppliers

What does it do?

Allows users to add a Service call for Suppliers.

 

Which package?

ERP and for SAP B1

For SAP B1:

if you are running your own SAP B1 database you will need to ensure to upgrade your EDS to the latest version to use this feature.  Check out the article on updating your EDS and Support are here to help you anytime.

 

How will it benefit the user?

Empowers users to track issues with Items/Services/repairs with their suppliers that directly impact what they supply to their customers to ensure solutions are provided in a prompt manner. This is in line with SAP B1 to use existing functionality introduced in version 9.2 of SAP to select a Supplier when adding a Service call.

 

How to use the feature.

When adding a Service call the user can now select the BP type as Supplier and see a list of Suppliers to select from. Just to note that they cannot be assigned to a queue.

As with a Service call for Customers, the user will be able to link existing Purchase documents to the Service call after it has been added to Enterpryze.

They will also be able to create a Purchase Order from the Service call.


 

4. Shopify Customer name appears on Enterpryze transaction

What does it do?

The current setting is to set a default Customer account in Enterpryze where all transactions get posted to when integrated with Shopify. With this improvement the Customer name that appears in Shopify will now get updated as the name on the Sales transaction in Enterpryze.

 

Which package?

Inventory & ERP

 

How will it benefit the user?

This improves the tracing from supply to customer through the eCommerce platform and enabling end users to find transactions quicker within Enterpryze.

 

How to use the feature.

The user will now see the Name of the Customer changed on the Sales Order or Reserve Invoice as the name of the customer as added to Shopify. The default customer code selected in settings will remain the same, all transactions will go to the same account as before.

 

Example:


  • Prerequisite: You have defined a default customer to get updated with all sales from Shopify in your Shopify settings in Enterpryze
  • When the sale gets updated from Shopify it will now include the Customer name added in Shopify at the time of the Sale

  • When the user now drills into the Sales document in Enterpryze they will see the Shopify customer name displayed


 

5. Shopify – Use Service documents

    What does it do?

    Allows posting of Service transactions to simplify the Shopify integration further. Once activated you will be able to assign Service documents to be posted to a default GL account in Enterpryze. This will be assigned to all transactions coming from Shopify and there will be no stock postings.

     

    Which package?

    Inventory & ERP

     

    How will it benefit the user?

    Greater flexibility with the types of products/services that you can now sell on line and integrate with Enterpryze. Once this option is activated all sales transactions coming from Shopify will be Service transactions, so be sure this is what you require as there will be no Stock postings in Enterpryze.

     

    How to use the feature.

    There is a new setting option for the Web shop.

    • Click on Explore Addons and Services
    • Double click on the Shopify icon
    • Now click on Edit beside the shop location
    • Then tick the box ‘Create Service Documents’ and enter the required default GL account to post the Service transactions to.

    All sales now added through Shopify will only be added as a Service document in Enterpryze even if there are stock items present, there will be no stock postings.

    N.B. This option can be enabled/disabled at anytime by an Admin user. 

     

    Example:

    Sales Order added to Web Store with stock items but now appears in Enterpryze as a Service Document.