A debtors payment reference will now display on the banking supplement
When sending an email from the Maintain Customer window, the field previously labelled as <Notes> is now more appropriately labelled Email Body.
A number of Diary improvements have been added:
Daily Work In Progress report in Diary will now include Courtesy Car(s)
Daily Work In Progress report in Diary can now be exported to Excel
Stocktake screen now features a By Analysis Group tab to view and input results in order of Analysis Group.
Stocktake Listing Report can now be exported to PDF and emailed.
Parts files exported to other systems (websites) can now optionally include the file headers in the export file.
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
Mobile and Fax field headings will no longer display on several forms (invoices, orders, statements etc) when the respective fields are empty.
Increased the size of Email address fields for Customers and Contacts to 150 characters.
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.
Updated SAM company logos and icons throughout the software in line with new branding.
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.
A filter to exclude inactive customers has been added to the Average Spend report <Reports > <Marketing > <Average Spend>.
Updated multiple forms and reports to display the full 50 characters available in the <Stock Maintenance> <Description> field
New Optional Add-ons
Pro-Forma invoices are now able to be customised (setup required).
Improvements made to the Xero interface to update balances used by SAM for tracking adherence to credit limits.
Resolved an issue with the Delete Non-Active Customers function, which was not including customers with keycodes beginning with "Z"
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.|
An issue where not all labour rates were brought across when copying an existing technician to a new technician has been fixed.
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.
Resolved an issue where margins on the Workshop Sales Analysis Report were displaying as a positive figure on returned invoices.
Resolved an issue in the Maintain Jobs screen where Labour Category could be reset to blank when editing certain labour postings.
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
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.