Enhancements


Module

DR#

Detail

Banking

SD-7757

A debtors payment reference will now display on the banking supplement 

Debtors

SD-7770

When sending an email from the Maintain Customer window, the field previously labelled as <Notes> is now more appropriately labelled Email Body.

Diary

SD-7681

A number of Diary improvements have been added:
1 - Customer full name displayed
2 - Item description displayed
3 - Three Job 'User Defined fields' displayed
4 - Minimum screen size increased to fit inside the SAM window
5 – <Diary> button added to top menu
6 - Option to hide Jobs spanning multiple days with no set hours on current day
7 - Option to export the Diary report to excel.

Diary

SD-7691

Daily Work In Progress report in Diary will now include Courtesy Car(s) 

Diary

SD-7696

Daily Work In Progress report in Diary can now be exported to Excel

Stock

SD-7594

Stocktake screen now features a By Analysis Group tab to view and input results in order of Analysis Group.

Stock

SD-7604

Stocktake Listing Report can now be exported to PDF and emailed.

Stock

SD-7615

Parts files exported to other systems (websites) can now optionally include the file headers in the export file.

System

SD-6683

PDF documents containing Terms and Conditions can now be attached to emailed invoices and statements.  There is also an allowance for a second attachment to contain marketing material or general notifications. See KB article: https://learnsam.auxosoftware.com/support/solutions/articles/51000220630-attachments-for-emailed-invoices-and-statements

System

SD-7354

Mobile and Fax field headings will no longer display on several forms (invoices, orders, statements etc) when the respective fields are empty.

System

SD-7687

Increased the size of Email address fields for Customers and Contacts to 150 characters.

System

SD-7799

Protections have been added to the update installation process to prevent users logging into a system while the update is being downloaded & installed. This will fortify the process to help prevent issues with incomplete installations.

System

SD-7816

Updated SAM company logos and icons throughout the software in line with new branding.

WorkShop

SD-7571

New features have been added to avoid sending reminders for items (vehicles) that are already in your Work in Progress. An option has been added to the Service Reminder report to Exclude WIP Items and WIP Job No field has been added to the report, along with an Edit WIP button to open the job.

Reports

SD-7735

A filter to exclude inactive customers has been added to the Average Spend report <Reports > <Marketing > <Average Spend>.

Stock

SD-7753

Updated multiple forms and reports to display the full 50 characters available in the <Stock Maintenance> <Description> field

 

New Optional Add-ons

Module

DR#

Detail

Custom Forms

SD-7748

Pro-Forma invoices are now able to be customised (setup required).

Xero

SD-7734

Improvements made to the Xero interface to update balances used by SAM for tracking adherence to credit limits.

 

Bug fixes

Module

DR#

Detail

Debtors

SD-7627

Resolved an issue with the Delete Non-Active Customers function, which was not including customers with keycodes beginning with "Z"

Divisional Reporting

SD-7791

An issue in the Divisional Reporting addon for SAM X systems, affecting the retention of the Division value stored against invoices/jobs has been resolved.

WorkShop
SD-5700
Resolved an issue calculating the opening Stock On Hand (SOH) on the Stock Movement Report. Fixes include changing the date selection to a month selection.

WorkShop

SD-7764

An issue where not all labour rates were brought across when copying an existing technician to a new technician has been fixed.

WorkShop

SD-7505

Resolved an issue when opening an invoice from within the Stock Transaction Listing would open the first invoice of a Split Invoice, rather than the specific Split Invoice containing the specified product.

WorkShop

SD-7536

Resolved an issue where margins on the Workshop Sales Analysis Report were displaying as a positive figure on returned invoices.

WorkShop

SD-7564

Resolved an issue in the Maintain Jobs screen where Labour Category could be reset to blank when editing certain labour postings.

WorkShop

SD-7625

When adding a Job Kit to a job, if the technician is changed the labour cost will be derived from the newly specified technician. Previously the cost was derived from the kit's default values

WorkShop

SD-7745

Resolved an issue when estimated hours had been assigned to jobs spanning multiple days, causing WIP listings for the associated technician to display the incorrect time allocation.