FreshByte users currently have the ability to enter Default Customer Groups for a Corporate location. When a Customer Group is added to a Corporate, all locations are automatically added to that Customer Group.
An additional column has been added to the Groups tab on the Customer Master to be marked when a group is also marked as a default group. When using default groups, the group may be removed from individual locations, if desired.
Customers -> Customers -> Select Corporate (7th tab Groups)
To add a default Customer Group, select 'Default List of Customer Groups' from the drop-down list on the Groups tab. This selection will also produce a list of default groups assigned to this Corporate.
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Sales -> Reports P-Z -> Sales Order, Credit Memos, and RA Notes
The Sales Report (Sales Order, Credit Memos, and RA Notes has been relocated from Reports (A–O) to Reports (P-Z).
*Note: In addition, this report includes Driver and Internal Notes
The following updates have been added to this report:
- FreshByte added the ability to group the report by Ship Date
- The Report Header has been updated to read Document No. instead of Invoice No.
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Vendor Payables Invoice Register enhancement
The Vendor Invoice Register has been updated to export to Excel. The report may be exported when selecting either Vendor ID or GL Account.
Vendor -> Vendor Reports -> Invoice Register
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Available to Sell added to Sales Inventory Movement
An additional column labeled 'Available to Sell' has been added to the Sales Inventory Movement when selecting the Item tab. The Available to Sell quantity is calculated based on the day and time the report is processed. This quantity does not obey or calculate based on any filters set for the report.
Sales -> Sales Inventory Movement
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Sales Analysis by Route has been Enhanced
A new 'Group By' option has been added labeled Delivery Date / Route / Customer ID. The Sales Analysis report allows for a Summary and Detail version of the report by route. The summary version displays the totals by route while the detail version displays every item on every invoice by route.
Sales -> Reports P-Z -> Sales Analysis
