Software Update Log
New Features Release
2021
Date | Feature Description | Help Documentation Link |
|---|---|---|
Nov 29, 2023 | Add - Inventory Groups banner | https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/2462842886 |
Nov 29, 2023 | Add - Sales Reps can add dispatch notes from Activities area |
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Nov 28, 2023 | Add - BUZ Admin Global Banner |
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Nov 16, 2023 | FIX - Depth field in Excel Import |
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Nov 13, 2023 | FIX - Change wording to Recently Viewed Quotes |
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Nov 6, 2023 | Add - Change status drop down to sales order search screen |
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Nov 6, 2023 | FIX - B2B with multiple suppliers Extras options |
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Oct 24, 2023 | FIX - Better error message for inactive Dispatch and Installation |
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Oct 24, 2023 | FIX - Update & Go |
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Oct 18, 2023 | Add - Supplier field in Inventory Groups |
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Oct 9, 2023 | FIX - Billing and Contact email address can be separated by semi colon |
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Oct 9, 2023 | FIX - Inventory Code edits deactivated |
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Sep 28, 2023 | Refactor the Google Calendar configuration to new OrganizationIntegration configuration |
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Sep 27, 2023 | Add - Deactivate BUZ account from Organization page |
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Sep 18, 2023 | Add - Sync updates from Google Calendar to BUZ |
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Sep 18, 2023 | FIX - Removed template fields from Document Templates |
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Sep 18, 2023 | Add - Percentage discount at order summary screen | https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/683016193 |
Sep 18, 2023 | FIX - Removed archived inventory from Purchase order list |
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Aug 23, 2023 | FIX - Attachments in Order Summary screen email |
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Aug 10, 2023 | Add - Organization Account Holder | https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/698122241 |
Aug 8, 2023 | Add - Google Calendar API |
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Aug 8, 2023 | FIX - Sent To recorded in order history |
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Jun 26, 2023 | Add - select Invite Email template from Users area |
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Aug 10, 2023 | FIX - Purchase order locked out of order |
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Jul 25, 2023 | FIX - Record history of number SMS sent to |
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Jun 27, 2023 | FIX - Purchase order negative stock re-order |
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Jun 14, 2023 | FIX - Delete email templates |
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May 23, 2023 | Add ability to import orders via XLS spreadsheet |
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May 10, 2023 | Allow Dispatch status null value when updating |
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May 9, 2023 | Disable Send to Supplier button while order is sending in BUZ 2 BUZ |
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May 9, 2023 | FIX - Outstanding Amount on Email on Status Change |
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May 9, 2023 | FIX - PDF Job Sheet not attached to email on status change |
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May 9, 2023 | FIX - unverified domains Email From field to send from admin email address |
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Apr 20, 2023 | Update Job Tracking and Dispatch to send 1 email per job |
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Mar 20, 2023 | Add admin user feature to reset or turn off MFA |
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Mar 14, 2023 | FIX - Update Job Tracking and Dispatch to filter to 1 email per order |
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Mar 14, 2023 | Increase file attachment size to 10mb |
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Mar 6, 2023 | Removed address field in MyOrg V1 Users area |
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Feb 24, 2023 | Single sign on |
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Feb 8, 2023 | FIX - Bulk add customers |
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Feb 7, 2023 | Added Job Sheets to email templates |
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Dec 23, 2022 | Allow sorting in the User Management screen |
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Dec 14, 2022 | FIX - Order statuses affected by Customer Group Deactivation if linked with email on status change |
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Nov 29, 2022 | Migrate UI Purchasing to Blazor Wasm Hosted and BFF |
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Nov 29, 2022 | Migrate UI My BUZ to Blazor Wasm Hosted and BFF |
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Nov 28, 2022 | FIX - Credit calculations with price coefficients |
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Nov 27, 2022 | Added Admin users able to force enable MFA |
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Nov 24, 2022 | Make the AccessToken and UserClaims cookies smaller in Blazor Server |
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Nov 8, 2022 | Migrate UI Purchasing to Blazor Server |
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Oct 26, 2022 | Added new toggle for Product Groups - Can be ordered but only visible to admin) |
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Oct 25, 2022 | FIX - Send invoices for all order even with $0.00 value owing |
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Oct 25, 2022 | Added barcode font for Aspose conversion |
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Oct 25, 2022 | Added complete date to Users UI |
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Oct 25, 2022 | Added error message when deleting a Document template assigned to an Email template |
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Oct 25, 2022 | FIX - Document templates selectable on mobile devices |
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Oct 11, 2022 | FIX - Email history log recorded for all Check Order emails |
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Oct 11, 2022 | FIX - Awaiting Approval orders added to customer tree |
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Oct 11, 2022 | Added Job Tracking and Dispatch history to customer card |
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Aug 18, 2022 | Added customer user invite function to customer card |
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Aug 17, 2022 | Added audit log when calling to Xero Service |
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Jul 29, 2022 | Invite customer users from customer card |
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Jun 23, 2022 | Add - New Pricing Co-efficient - Min Sell value | |
Jun 23, 2022 | Add - Email Merge field - OrderId | |
Jun 7, 2022 | Paypal update - Payment updated to Order | |
Jun 1, 2022 | Change Behavior - Sales Rep User access update |
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Mar 27, 2022 | FIX - Email notification system |
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May 5, 2022 | As a developer I would like access to Purchase Order API's to be able to create, edit, delete purchase orders | BOD-1942 |
May 4, 2022 | Map the saved order to a simplified ViewModel to return |
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May 4, 2022 | As a user I need the options to be validated and errors returned if not valid |
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May 4, 2022 | as a user I need to be able to authenticate the sales API using an OAuth2.0 code flow |
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May 4, 2022 | As a user I need to be able to calculate an orders costs, RRP, Sell Amount and Discounts |
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May 4, 2022 | as a user I need to have a data access layer for DBO to get all the parts that the order needs to be processed. |
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May 4, 2022 | as a user I need to have a business layer to process a pricing script for products with custom pricing |
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May 4, 2022 | As a user I need to be able to have an API to create an order through the sales api |
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May 4, 2022 | API to create orders (Allows 3rd parties to place orders via an API but to also be used for BUZ2BUZv2) |
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May 4, 2022 | Upgrade to angular 8 for my-org/my-buz |
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May 4, 2022 | Migrate IdentityServer to .net core 3.1 |
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May 4, 2022 | Re-develop Purchase Orders for simpler, quicker use |
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May 4, 2022 | Order history not showing emails being sent |
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May 4, 2022 | Fix slowness of Blazor projects |
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May 4, 2022 | As A User I'd like to be able to use MFA while logging into BUZ |
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May 4, 2022 | Create API for Zapier to poll to get quotes / orders (Only ones that have been emailed) based on LastEditDate |
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May 4, 2022 | When creating a customer card customer code needs to ignore special characters |
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May 4, 2022 | Create eWay service for BUZv4.5 to use rather than doing in BUZv4.5 |
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May 4, 2022 | Implement the same look in Reports as Setting v5 so that we can start to introdue the BUZv5 reports |
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May 4, 2022 | Would like the option to have more than 10 email templates visible at any time |
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May 4, 2022 | If invoice already exists it throws an error which and sends email to problem queue which it shouldn't and should just be a warning. |
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May 4, 2022 | Remove spaces from a mobile number when it is being used as part of an email address. |
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May 4, 2022 | The email UI application creates a lot of errors in the console. We would like the fixed as well as to know why? |
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May 4, 2022 | As a user I can no longer send emails from MyOrg (Invite Users etc.) and I need to be able to. |
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May 4, 2022 | The email UI gives a null error and then doesn't send the email. |
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May 4, 2022 | Implement Queues (SQS) between BUZv4.5 and the Xero Service & MYOB Service |
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May 4, 2022 | Domain verification on email send not always working |
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Mar 4, 2021 | Add - Changes to the dispatch date are logged in the Order history |
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Mar 4, 2021 | Change Behavior - Document and Email Template view - can now see more than 10 lines |
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Mar 4, 2021 | Add - Document type verification |
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Mar 4, 2021 | Change Behavior - Email Notification - Wait 5 min after notification before logging next notification |
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Feb 11, 2021 | Fix - Restrict Copy to new order button from being selected multiple times |
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Feb 10, 2021 | Change Behavior - Access to print/email documents while an order is in Credit approval state |
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Feb 10, 2021 | Add - Merge fields for RefNo & Revision | |
Feb 10, 2021 | Change Behavior - Job Sheet uses Sequence number instead of fixed line number |
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Feb 10, 2021 | Fix - Purchase Order - Update date |
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Feb 10, 2021 | Fix - Purchase Order - Update Price |
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Feb 2, 2021 | Change Behavior - Domain Verification update |
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Feb 2, 2021 | Change Behavior - Odata Report address | |
Feb 2, 2021 | Fix - BUZ 2 BUZ Group access |
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2020
Date | Feature Description | Help Documentation Link |
|---|---|---|
Dec 24, 2020 | Change behavior - Restrict Customer Groups to only see certain Product Groups via Buz2Buz |
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Dec 21, 2020 | Fix - Inventory Item - PKId error |
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Dec 21, 2020 | Change behavior - Inactive installers in the customer card sorted to the bottom of the list |
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Dec 11, 2020 | Fix - Copied item error |
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Dec 2, 2020 | Fix - Change Email UI layout to allow dropdowns to work on smaller screens |
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Nov 26, 2020 | Fix - Sending Emails on Tablet/s |
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Nov 20, 2020 | Fix - Pricing Co-efficients Export order |
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Nov 20, 2020 | Fix - Customer card - Deactivated installers had been removed from jobs |
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Nov 20, 2020 | Change behavior - Cancelled appointments no longer show in the Installers Calendar |
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Nov 4, 2020 | Fix - Email contact update |
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Oct 28, 2020 | Change behavior - Verification that MYOB has connected |
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Oct 28, 2020 | Fix - Domain Validation Button stopped working |
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Oct 22, 2020 | Change behavior - Inventory Items image update | TBC |
Oct 22, 2020 | Add - "Extra installation days" field for installation in the Dispatch type | TBC |
Oct 22, 2020 | Fix - BUZ2BUZ Calculation in Cart |
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Oct 22, 2020 | Fix - BUZ2BUZ - Products that dont have a Descn pt1,2 or 3 issue |
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Oct 22, 2020 | Change behavior - Allow Email and Document templates to use special characters |
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Oct 22, 2020 | Fix - “/” in an address no longer affects the filepath |
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Aug 27, 2020 | Change behavior - New customer cards populate the discount associated with the Group |
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Aug 27, 2020 | Add - Calendar format |
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Aug 27, 2020 | Change behavior - Check Measure for BUZ2BUZ products |
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Aug 27, 2020 | Add - Filter Job tracking and Dispatch by Customer Group |
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Aug 27, 2020 | Change behavior - When copying a quote BUZ will check for inactive items |
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Aug 27, 2020 | Fix - Supplier Contact detail |
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Aug 27, 2020 | Fix - Accepted date time zone bug |
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Jul 15, 2020 | Add - Leads Analysis (Detailed) date field - Add Date of appointment and date Created |
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Jul 14, 2020 | Clean up - LD Flags |
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Jun 30, 2020 | Add - Email / SMS v5 + Enhancements |
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Jun 30, 2020 | Add - Update Reports Setting v5 |
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Jun 26, 2020 | Change behavior - Limit characters in Group Option Notes pt2 |
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Jun 23, 2020 | Change behavior - Exception for when someone inputs a value above the maximum integer value |
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Jun 23, 2020 | Add- Disallow emailing of quote when approval needed for admin staff |
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Jun 23, 2020 | Add- Address placeholder fields for leads |
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Jun 23, 2020 | Add- Notes in Workflow scanning to show in the notes history |
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Jun 18, 2020 | Fix - Marketing questions disappear from Lead Calendar when status changes |
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Jun 10, 2020 | Clean up Purchase order screen - automated descriptions and estimated delivery date |
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Jun 3, 2020 | Change behavior - Allow Over-payments in the order screen |
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Jun 2, 2020 | Change behavior - Allow condition to Limit Characters in Group options |
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May 25, 2020 | Add - [Installation date] now works in the order summary area |
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May 22, 2020 | Change behavior - Schedule button can not be pressed multiple times |
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May 22, 2020 | Fix - Prevent duplicate leads |
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May 21, 2020 | Fix - Unable to Create/cancel credit note if user security setting is not active |
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May 20, 2020 | Tests - MYOB Integration |
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May 15, 2020 | Fix - Customer order issue |
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May 12, 2020 | Change behavior - Increase speed for stock list download |
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May 8, 2020 | Add - Unit number address field |
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May 8, 2020 | Fix - Removed “/” from customer code |
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Apr 16, 2020 | New Feature - Purchase Orders to Xero |
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Apr 16, 2020 | New Feature - Integrate Lead data with “Zaiper” |
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Apr 13, 2020 | New Feature - Integrate Accounting data with “Zaiper” |
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Apr 10, 2020 | Add - Extra fields added to O-Data reports |
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Apr 2, 2020 | Add - Cancelled appointments in Leads Analysis report |
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Mar 31, 2020 | New Feature - Import/Export option for General Ledger (chart of accounts) |
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Mar 30, 2020 | Fix - Restrict user access setting |
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Mar 30, 2020 | Fix - Invoices to Xero age formula |
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Mar 20, 2020 | New Feature - Create Zaiper Tasks/Integrations |
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Mar 19, 2020 | New Feature - Sort Users by Column |
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Mar 19, 2020 | New Feature - iCal’s for Outlook |
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Mar 19, 2020 | Fix - Except for Quick lookup |
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Mar 10, 2020 | Fix - email template - special characters fix |
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Mar 9, 2020 | Fix - Clean up databases & API (Background work) |
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Mar 2, 2020 | Fix - Discount error |
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Feb 25, 2020 | Fix - Email Template error |
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Feb 21, 2020 | Fix - Cleanup all API's to make them more efficient |
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Feb 21, 2020 | Fix - Throw better exception when a User already exists |
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Feb 10, 2020 | Fix - Quotes chart not visible from Dashboard after recent update |
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Feb 6, 2020 | Fix - Verify/check if a user is already in the database before re adding them |
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Feb 3, 2020 | Addresses in Contact cards can be sorted by Sequence number |
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Jan 17, 2020 | Fix - Job tracking import |
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Jan 13, 2020 | Change - Google Auto complete |
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Jan 9, 2020 | Line item Sequence - updated in check order |
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Jan 6, 2020 | Job sheet can be attached before to a group before it has been created. |
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2019
Date | Feature Description | Help Documentation Link |
|---|---|---|
Dec 27, 2019 | Fix - Request Headers Too Large |
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Dec 19, 2019 | Fix - Sales appointment date format bug |
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Dec 17, 2019 | Fix - Item Finalise & Order screen (showing Width and Height too much) |
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Dec 13, 2019 | Fix - Inactive users login error |
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Dec 13, 2019 | Fix - bug that caused Users to get stuck in a page loop |
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Dec 10, 2019 | Simplify Maps and fix user location error |
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Dec 10, 2019 | Fixed the attached files bug |
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Dec 6, 2019 | Email Domain verification update |
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Dec 3, 2019 | Invoice date fix |
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Nov 28, 2019 | Allow Organisations to remove/hide marketing options |
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Nov 28, 2019 | Fix bug when customer user has been removed. |
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Nov 26, 2019 | Follow-up date in sales area bug fix |
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Nov 26, 2019 | Fix login date records for users |
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Nov 26, 2019 | Supplier tick box error |
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Nov 26, 2019 | Deactivated user issue |
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Nov 26, 2019 | Customers and Sales users can now see Item amount (before discount applied) |
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Nov 26, 2019 | Fixed Purchase order Screen to be more user friendly |
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Nov 26, 2019 | Quantity Total added to Order screen | |
Nov 21, 2019 | Add option for email templates based on customer group | |
Nov 21, 2019 | Added Qty to the order page |
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Nov 20, 2019 | added Sort users function |
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Nov 15, 2019 | Moved attached files storage to a more reliable service | |
Nov 15, 2019 | Fix Address bug - if empty a new one could not be added | |
Nov 14, 2019 | Added follow up date in the Sales search area |
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Nov 14, 2019 | Fixed Supplier tick box error |
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Nov 14, 2019 | Added price view to customers and sales reps (previously had the price after discount only) |
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Nov 13, 2019 | Fixed Organisation address bug |
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Nov 13, 2019 | Fixed Import/export sale user data |
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Nov 11, 2019 | Refined Purchase orders area |
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01 Oct 2019 | Add Depth Field to Order screen if above 10 | |
05 Aug 2019 | Ability to set up a leads user group | |
09 Jul 2019 | FIx to Lead created date and time | |
09 Jul 2019 | Fix to template for SMS's due to changes made by SMS provides | |
09 Jul 2019 | FIx for ALT C shortcut key when adding to the cart | |
02 Jul 2019 | Ability to have customer details from previous order populate when starting a new quote | |
29 May 2019 | Job history updated to include user which manually sends an invoice to Xero | |
07 May 2019 | Update to create one check measure per order (orders with check measures per product) | |
17 Apr 2019 | Job Tracking/Dispatch Tracking status send 1 email per line bug fix | |
17 Apr 2019 | Ability to send different emails based on Customer Groups on status changes | |
11 Apr 2019 | Days Credit - 30, 60 or 90 days can now be set | |
01 Apr 2019 | Sales rep access bug fix | |
22 Feb 2019 | Customer Delivery Contact search bug fix | |
21 Feb 2019 | Added date range to "Leads Conversions by Sales Representative" field | Leads Conversions |
29 Jan 2019 | Item No update | |
16 Jan 2019 | Customer Order bug fix (un populate Question) | |
16 Jan 2019 | Multiple Email address |
2018
Date | Feature Description | Help Documentation Link |
|---|---|---|
17 Dec 2018 | Pre book appointment - Visible in Job history | |
17 Dec 2018 | Sale User - Follow up cancelled job's | |
19 Nov 2018 | Editing a product and Copy issue | |
19 Nov 2018 | Tokensised payment error | |
19 Nov 2018 | Added Billing address Email verification | |
19 Nov 2018 | Expand lines bug fix | |
19 Nov 2018 | Jobsheet timezone error | |
05 Nov 2018 | Document Template - Multiple Values | |
05 Nov 2018 | Group Options - Integer Value bug | |
02 Nov 2018 | Discount Groups - change 256 line limit | |
30 Oct 2018 | Sales Licence - Follow up Cancelled orders | |
30 Oct 2018 | Standard Users - Cost Total | |
22 Oct 2018 | Order screen to include Phone number | |
22 Oct 2018 | Email Template update - First Name, Last Name | |
22 Oct 2018 | Quote and Ordering - added Shortcut Keys | |
22 Oct 2018 | Copy Order / Remove product bug | |
07 Sep 2018 | Group Options - Extra - Header Column bug | |
03 Sep 2018 | Outlook ICal's | |
03 Sep 2018 | Email domain update | |
30 Aug 2018 | eWay Payment bug |
2017
Date | Feature Description | Help Documentation Link |
|---|---|---|
07 Feb 2017 | New SMS Feature, this features has been setup to work with redoxygen and will send an SMS to the customers Mobile number as per email template setup. |
2016
Date | Feature Description | Help Documentation Link |
|---|---|---|
22 Nov 2016 | New calendar view for "week view", now showing left to right with time slots (like the day view) | |
22 Nov 2016 | Inventory items for Purchasing new Suppliers Description field | |
22 Nov 2016 | Fix for Receipts to show by customer group when printing and emailing | |
22 Nov 2016 | Fix for sum of "item amount" merge field when "options RRP" field is used show the value minus the options | |
22 Nov 2016 | Fix for Job sheet with merge cells to print correctly | |
22 Nov 2016 | Fix for job sheet growing if there is data in the last rows to print correctly | |
22 Nov 2016 | Show discounts on extras options in document templates | |
22 Nov 2016 | If width and drop are entered in decimals show the decimal places in the document templates | |
22 Nov 2016 | New feature > Pre-Books creating a dispatch entry prior to quote being accepted | |
08 Nov 2016 | Fix for job sheet line items not growing to size. | |
08 Nov 2016 | Show in history order number copied from | |
08 Nov 2016 | Show customer group when booking lead & pop up box for existing customer appears. | |
20 Oct 2016 | Give installer user access to dispatch scanning | |
18 Oct 2016 | Bug Fix History of order not showing job tracking information and email sent from workflow | |
18 Oct 2016 | Quick quote tick box to copy over when a quick quote item is copied | |
18 Oct 2016 | Fix for sending email on status change only to send 1 email per order number | |
18 Oct 2016 | Sales Analysis report: Add Inv group codes to product column | |
27 Sep 2016 | Fix Statements to show accurate outstanding amount | |
27 Sep 2016 | Edit/Fix customer import/export spreadsheet | |
27 Sep 2016 | Fix session timeout | |
26 Jul 2016 | Fix for adding in units of measure | |
26 Jul 2016 | Extras on document templates to show if minus | |
26 Jul 2016 | Users with access to settings now have the ability to cancel credit notes | |
26 Jul 2016 | Fix for Mandatory fields when adding to cart | |
26 Jul 2016 | Add supplier code to supplier summary page | |
26 Jul 2016 | Fix for archived inventory items sorting | |
26 Jul 2016 | Discount distributing fix | |
26 Jul 2016 | Fix for Contact Billing export | |
12 Jul 2016 | Job tracking detail list now allows job sheet (excel) to be printed | |
12 Jul 2016 | Fix for entering in address with "st" | |
12 Jul 2016 | Fix for customer card error if data loads more than 50 line items | |
12 Jul 2016 | Improve error messages | |
12 Jul 2016 | Fix for tabs showing incorrect document names | |
12 Jul 2016 | Fix for stock re-order, not to reserve until check measure is complete | |
28 Jun 2016 | Fix for aged Balance Export to PDF printing over 2 pages | |
28 Jun 2016 | Copying quote/order numbers with new numbers | |
28 Jun 2016 | Another level of user access to customers and settings. (If the user does not have access to settings the user won't find Import/Export options in Customer and Suppliers screen) | |
28 Jun 2016 | New email template place holder added | |
28 Jun 2016 | Fix for editing doc template type | |
28 Jun 2016 | Fix for extras appearing on doc templates unnecessarily | |
17 May 2016 | Change program used to add images, urls in email templates etc. | |
17 May 2016 | Improved error messages for imports | |
17 May 2016 | Customer users are now not able to add notes at the bottom of the quote summary page | |
17 May 2016 | Fix for editing deactivating installers | |
10 May 2016 | Fix for timeout in statements | |
10 May 2016 | Updated error message for importing incorrect inventory item spreasheets | |
10 May 2016 | Fix for accepted date on sales analysis report for reworks | |
10 May 2016 | Fix for install minute calculation on inventory groups with install minutes in minus | |
19 Apr 2016 | Sales conversion by product by sales rep report (narrows it down by product as well so you can see how each rep is selling each product.) | |
19 Apr 2016 | Fix for pricing coefficient date import | |
19 Apr 2016 | Remove customer reporting | |
19 Apr 2016 | Update to purchase orders, users can now access purchase orders under user settings | |
19 Apr 2016 | Change security for approvals. (Only allow Standard Users that have access to the settings area the ability to approve quotes that have either exceeded the discount amount or exceeded their credit limit.) | |
12 Apr 2016 | Update project | |
12 Apr 2016 | Link added from Dispatch calendar to quote screen for installers | |
12 Apr 2016 | Inv code column added to pricing coefficients search | |
12 Apr 2016 | Fix for uploading layout in job sheet area. Receive error | |
12 Apr 2016 | Fix for invalid format importing inventory groups (labels) | |
22 Mar 2016 | Fix for lead search, searching for days leads | |
22 Mar 2016 | Fix for BUZ2BUZ disconnect | |
22 Mar 2016 | Update for speed | |
22 Mar 2016 | Additional fields added to Inv items for Inventory control | |
22 Mar 2016 | Fix to time out errors | |
22 Mar 2016 | Fixes for import of customer Billing. Operation column added for importing Contacts | |
22 Mar 2016 | Fix for lead status changing when quotes are created | |
22 Mar 2016 | Purchase order program | |
22 Mar 2016 | Set Date and time on when the last statement was sent (Banking→ Statements) | |
22 Mar 2016 | Reported Bug fixes | |
22 Mar 2016 | Allow extra production minutes on inv items | |
16 Feb 2016 | Fix for Statements | |
16 Feb 2016 | Integration with 3CX phone system | |
16 Feb 2016 | Update to Installers wording in Workflow Settings | |
16 Feb 2016 | Changes to commission spreadsheet; added customer group to commission tab, add discount group code column. | |
16 Feb 2016 | Update to process dialogue | |
16 Feb 2016 | Fix for Coefficients Min Sell and Min Cost | |
16 Feb 2016 | Fix for billing details when lead is saved under customer card | |
16 Feb 2016 | Fix for rework resulted status in at Pay-in to appear as Re-worked instead of installed | |
16 Feb 2016 | Include accepted time on Data tab of the job sheet | |
04 Feb 2016 | Edit customer import/export to have "Customer Billing" and "Customer Contacts" | |
04 Feb 2016 | Fix for Xero payments amounts needing to be positive amounts | |
04 Feb 2016 | Lead fix for missing street numbers when not found on google maps | |
04 Feb 2016 | Lead fix when selecting use new contact details proceed to next screen | |
04 Feb 2016 | Show organization your connecting to for BUZ2BUZ | |
04 Feb 2016 | Remove quote quick as an option for customer users | |
04 Feb 2016 | Reported Bug Fixes |
2015
Date | Feature Description | Help Documentation Link |
|---|---|---|
16 Dec 2015 | Add Private Appointment import/export for Sales reps | |
15 Dec 2015 | Leads; Added a tick box for billing address to allow lead and billing address to be added at the lead stage | |
15 Dec 2015 | "Credit Approval needed" has a pop up box when accepted so it warns the customer/users that it needs more action and the order has not been accepted | |
15 Dec 2015 | Process Bar added to order processing and finalizing to show that the order is loading | |
15 Dec 2015 | Customer Warning colour can be customized per contact card | |
15 Dec 2015 | Pricing coefficients; The number of items in the brackets () removed to speed up this page | |
15 Dec 2015 | Invoiced Graph on dashboard, able to change this to accepted sales (In organizational settings) | |
15 Dec 2015 | Inventory Items; Display a date that they were last changed | |
15 Dec 2015 | Dispatch calendar shows order number and dispatch type | |
15 Dec 2015 | Sales rep day notes to appear for sales rep users | |
09 Nov 2015 | Day shown in lead summary | |
09 Nov 2015 | Sales rep users unable to print quotes when waiting for discount approval | |
09 Nov 2015 | Show product summary in dispatch for check measures | |
09 Nov 2015 | Added Cancel private appointment for dispatch calendar | |
09 Nov 2015 | Fix. Order notes in dispatch to save | |
09 Nov 2015 | Search bar for pricing coefficients; need to click apply for data to load | |
09 Nov 2015 | Statements; show orders in pdf fix | |
09 Nov 2015 | Credit Approval needed has a pop up box when accepted so it warns the customer that it needs more action and the order has not been accepted | |
09 Nov 2015 | Show full Inv description when export installer skills | |
09 Nov 2015 | Fix. Lead address changing when billing address was edited | |
09 Nov 2015 | Installer Calendar appointment, edit appointment link which brings the order up in the dispatch schedule | |
09 Nov 2015 | Reported bug fixes. | |
09 Nov 2015 | Improvements to speed of loading orders | |
19 Oct 2015 | Pay in changes. Show fit fees, adjustments made to show in sales analysis report | |
19 Oct 2015 | New Feature. Add extra days to production lead days from the inventory group allows you to have multiple products with different lead times on 1 job tracking line | |
19 Oct 2015 | Fix. Merge fields for receipts "Total Outstanding" | |
19 Oct 2015 | Fix. For leads booked after 7pm | |
19 Oct 2015 | Custom report. Create your own WIP custom report | |
19 Oct 2015 | Improvements to the invite process, able to enter full detail for a user, particularly for Customer Users, before sending the invite so the user only has to check them and set their password. able to set the default time zone and currency from the organization or select from list of options. | |
19 Oct 2015 | When emailing an invoice will default to the billing email address | |
19 Oct 2015 | Emailing job sheets to supplier from Job tracking will send in 1 PDF | |
19 Oct 2015 | Email to send on lead schedule, when lead is scheduled email can be setup to send to customer | |
19 Oct 2015 | Installers calendar now match the setup dispatch status colours | |
19 Oct 2015 | Display processing bar when receipting money | |
19 Oct 2015 | Fix. Standard user set up with a Sales rep now allows user to view all orders and customers | |
19 Oct 2015 | Fix. Job tracking order summary view | |
19 Oct 2015 | Reported Bug Fixes | |
22 Sep 2015 | Be able to assign a Job Tracking line to a user so that is all that they can see when they log in. | |
22 Sep 2015 | Discounts; to calculate on the "amount" (after customer discount) refer to help documentation "applying discounts" Quoting - Online Quoting & Ordering | |
22 Sep 2015 | Deactivated users archived | |
22 Sep 2015 | Reported Bug Fixes and error messages. | |
11 Sep 2015 | Calendar from Sales > Quote Ordering will display the calendar in Day View By Default | |
11 Sep 2015 | Cost column added to commission calculation spreadsheet for calculating GP based commissions | |
11 Sep 2015 | Order Summary after Processed currently says "Production" will be changed to "Job Tracking" | |
11 Sep 2015 | Showroom users; A Showroom user is just a standard user but can set their default sales rep to them-self (But still have the ability to pick another sales rep and see other orders and quotes that are not thiers) | |
11 Sep 2015 | BUZ2BUZ status change; When an order is sent to Supplier, Job Tracking Status will change to "Ordered on Supplier" | |
11 Sep 2015 | Inventory groups cannot be setup to not have Material if Material Type or colour is selected to be apart of the code | |
11 Sep 2015 | Mobile users; Now have access to the list of select-able sales reps but it is on a hide/show /expand/collapse menu that is hidden by default, Also the calendar will default to day view | |
11 Sep 2015 | Reported bug Fixes. | |
31 Aug 2015 | Restricted wholesale license. Maintain Product Group Options, Prices, Fabrics and Option Products. | |
31 Aug 2015 | Lead from customer with different address, 1. The quote gets the first contact's address. 2. The new address overwrites the Primary/Billing Address. | |
31 Aug 2015 | New user type BUZ2BUZ. Note user can only save an inventory group that has organisation data | |
31 Aug 2015 | Reported bug fixes. | |
10 Aug 2015 | New Document Type - Check Order this replaces the requirement to name the template Customer Confirmation and leave Type blank which was confusing. The old method still works so as to not effect existing setups. | |
10 Aug 2015 | Leads Address had stopped being checked if already exists this is fixed. | |
10 Aug 2015 | New User Type Installer who can edit quotes and access Dispatch | |
10 Aug 2015 | Installer Calendar shows with Sales Rep Calendar also available from Dispatch. Preferred Time sets Start Time and End Time = Start Time + Time Required | |
10 Aug 2015 | Jobs allocated to Sales Reps and Installers Areas optionally by Postcode needed for UK companies. | |
10 Aug 2015 | Quote Follow Up Date uses default days from Organisation settings. Optionally add reminder to Sales Reps calendar. Sales Search now has tabs for all Quote Statuses which makes it easier to view Follow Ups. | |
10 Aug 2015 | Check Measure form can now be printed from Dispatch for a whole run. | |
10 Aug 2015 | Price Coefficients show full product description. | |
10 Aug 2015 | Inventory Groups and Group Options Import/ Export shows Description (Code) making it easier to relate Excel tabs to products. | |
10 Aug 2015 | Job Sheet PDF and XLS file names include Order Number. XLS Includes Inventory Group. | |
10 Aug 2015 | Install Time now has option to multiple standard Install Time by Square Metres requested for shutters. | |
10 Aug 2015 | Terminology change from Material, Material Type, Colour to Description Part 1, 2, 3 in line with our more generalised BUZ approach. | |
10 Aug 2015 | Quick Quote on the Product details screen there is a checkbox at top mid-screen to enable Quick Quote which turns off required fields test, must enter main product details but nothing else is required so can just enter measurements. Line shows on Summary screen in RED and must be edited to remove red and accept order. | |
10 Aug 2015 | Job Tracking and Dispatch screens no longer initially load data. User must click Apply button to load data. | |
10 Aug 2015 | Many visual improvements and bug fixes. |