Tips and Tricks

April 2021

1.0

Purchase Orders – new Product Ordering 
Purchase Orders now cater for ordering products. When creating or editing Purchase Orders use the ‘Product’ button to display a list of the products you sell. Selecting a product returns the settings from the Product’s ‘Supplier Purchase Order Details’ section – Product Code, Description, Cost Price and Re-order Quantity
Note: Before you can use this new feature, you have to contact our Support Team so they can convert your invoicing to our new FastReports feature.

Customer Products – new 'Supplier Purchase Order Details'
In Add/Edit Products use the ‘Supplier Purchase Order Details’ section to hold information that is pulled through into Purchase Orders (Re-order level, Re-order Quantity, Purchases Account, Purchase Price). The Default Supplier setting is used when entering Products Received records and when creating Purchase Orders (see above).

Updating Product Prices can now be done based on Cost Plus a %
In Customers, Update Product prices there is a new tab called 'Cost Plus' where you can set the percentage or fixed amount to be added on to the Cost price and have the results populate the designated selling prices for all selected price lists and groups.

4.0

Bank Account List Report – now shows closing balance as at date Bank Account List Report can now be generated to show a bank account closing balance as at any date. In the Reports screen choose the Bank Account List report and enter the required date into the ‘Show closing balance as at’ box.