What's new in version 18.202203.0.0

Features

Resolved issues

PBI 188700 - Setup Alerts on order entry, integration with E-commerce

What

Setup Alerts on order entry, integration with E-commerce.

Why

In the beverage industry, it is common practice to sell products pro-actively. When talking with a customer, you might want to notify your customer for:

• New or seasonal products
• Available Promotions
• Possible Discounts
• Cross-selling (if you buy gin, do you also need tonic?)
• Upselling (if a product with a low margin is ordered, recommend for a similar product with higher margin)

You want to be able to setup and steer the notifications that the sales order operator sees on his screen, so he can optimize the sales with your customers.

How

1. Select the Search icon , enter Items, and then choose the related link.
2. Open the card of the item for which you want to set the notification.
3. On the Advanced Sales Management FastTab, you can execute the Notify as and Notify for actions.
4. When you choose these actions, the Sales Notification page opens. Fill in the fields as necessary. Hover over a field to read a short description.

There is no additional setup necessary for showing discounts and promotions alerts.

PBI 194199 - Use a standard reason code for web quotes and orders

What

Use a standard reason code for web quotes and orders.

Why

In Aptean Beverage Sales-Purchase Conditions, you can setup sales conditions where a reason codes is a criterium for a condition. For quotes and orders that are created in the web shop, you might want to be able to include, or exclude specific conditions by the use of a reason code, so you can distinguish web quotes and orders from the others. To facilitate this, you can set reason codes that are used in sales quotes and sales orders that are coming from the web.

How

In the Drink-IT Foundation Setup, in the Advanced Sales Management section of the Default Reason Codes FastTab, you can select the reason codes that you want to use for sales quotes and sales orders that are created from the web. Orders that are created by a webshop can make use of these setup fields.

PBI 196820 - Customer statistics on indirect volumes

What

Customer statistics on indirect volumes.

Why

As a sales manager I want to see sales statistics directly on a customer card, based on volumes.

How

• From the Customer List page, or Customer Card page, you can execute the Statistics action (F7) to open the Customer Statistics page.
• On the Advanced Sales Management FastTab, Indirect Sales volumes are shown in your primary and secondary volume.

PBI 196870 - Customer relations - Indirect sales requisition - base

What

Customer relations - Indirect sales requisition - base

Why

We have indirect customers for who we require sales information. We do that by sending a request to our direct customers (distributors) who deliver to them. When we get that information we register it through the indirect sales journal.

It should be possible to send an email to a direct customer with a request to send the information. The email should have an excel sheet attached with lines for (indirect) customers that are related and for relevant items, and for a relevant period. It should be possible to follow up: which distributors have and which have not send back the information.

How

With this release we are able to register Direct and Indirect Customers. Next to that you are now able to request sales information from your indirect customers.

In the Customer Relations page, you can select:

• Requisition period; options: None,Day,Week,Month,Quarter,Year,Custom
• Period dateformula: if Custom, user can fill like 2W, 6M etc.

This specifies the period interval over which indirect sales information is requested.

New table/page Indirect sales requisition Specifies requests sent for indirect sales information

• Fields
  • Customer Relation Entry No.
  • Indirect sales requisition ID
  • User ID
  • Start period
  • End Period
  • Date sent
  • Status: New, Sent, Received, Canceled (user can change manually)

Added to Customer relations:

• flowfields Last Indirect Sales requisition date and Last Indirect sales requisition Status
• drill down opens the Indirect sales requisition lines linked to the Customer relation entry

Added to customer card:

• field: Indirect Sales Contact: select a contact person of the customer
  • Specifies the contact person to whom the request for indirect sales will be sent.
• Action: Send request for indirect sales information

  • Can only be activated (dynamically show or not) for customers with Customer relation = yes

  • User must fill in Starting date and ending date

  • Create email (setup text for subject, salutation, body and footer text) to the Indirect sales contact person

    • attach an XLS
    • layout as in indirect sales journal: function Export to excel (see related PBI)
    • with lines for all customer related to the customer, with Customer relation
      • Status = Certified
      • Start date and End date fall within the period
    • in XLS lines : Starting date and ending date according to the Requisition period of the customer relation
      • when multiple periods fall within the starting and ending date of the request page, create it for each
    • for each item within the item range a line

  • Creates a new record in table Indirect Sales requisition; status is Sent.

PBI 210277 - Shipment date on Call entries are not updated after order is created

What

Shipment date on Call entries are not updated after order is created

Why

When call entries are created, the shipment date of the entry is filled with the date according to the call schedule of the customer. When an order is created from, or connected to a call entry it is useful to see the shipment date of that order when it was changed.

How

When the shipment date in a sales order is changed, the call entry that is connected to that order will be updated with the new value.

PBI 210328 - Add City to the call entry page

What

Add City to the call entry page

Why

When you start a call with your customer, it is useful to see the city where he is located.

How

In the Call Entries page, the field City is visible.

PBI 210329 - Mandatory Customer order Number on Order Entry Page

What

Mandatory Customer order Number on Order Entry Page.

Why

Your customers might request to mention their internal order number on invoices that you send to them.

You want to prevent yourself for creating multiple orders with the same reference.

How

To make sure you don’t forget to fill in this number for a customer in the External Document No. field on the Order Entry page:

Specify the default for all customers;

1. Select the Search icon , enter Advanced Sales Management Setup, and then choose the related link.
2. Select the Ext. Document No. on Release mandatory field.
3. Select the Ext. Document No. Unique field if you want the program to check whether the number is unique for the customer.

Note: the check if the number is unique for a customer is done on Sales Orders and Sales Return Orders, not on posted shipments or invoices.

PBI 211905 - Show Alerts on order entry, integration with E-commerce

What

Show Alerts on order entry, integration with E-commerce.

Why

In the beverage industry, it is common practice to sell products pro-actively. When talking with a customer, you might want to notify your customer for:

• New or seasonal products
• Available Promotions
• Possible Discounts
• Cross-selling (if you buy gin, do you also need tonic?
• Upselling (if a product with a low margin is ordered, recommend for a similar product with higher margin)

As a Sales operator, you want to be able to see these notification on the Order Entry screen, so you can optimize the sales with your customers.

How

1. Open the Order Entry page, from a Sales Order or from a call entry.
2. On the Alerts FastTab, you can:
   • View New Items that are available for this customer.
   • View Seasonal Items that are available for this customer.
   • View Promotions that are available for this customer.
   • View Discounts and Charges that are available for this customer.

Note In the next release (May 2022), notifications for discounts, promotions, cross-sell and upsell are foreseen on the line level in the Order Entry page.

PBI 211905 - Structured Reason codes - Copy

What

Structured Reason codes

Why

When ordered goods are not available for shipment, you can decide to hold them in backorder or not. You can manage this with the use of reason codes.

How

1. Select the Search icon , enter Reason Codes, and then choose the related link.
2. Open the card of the code for which you want to specify the use.
3. On the Advanced Sales Management FastTab, select a type in the Backorder Type field.

PBI 211656 - Fix- Error message in Order Entry page on Select Blanket Order Lines when there is no blanket order for the customer

Fixed

When you executed the action Select Blanket Order on the Order Entry page, and there was no Blanket Order available for the customer, the system threw an error message. This is solved.

PBI 211721 - Use the Shipment Date for inventory availability check

Fixed

In the Sales Order page, the inventory availability check is executed against the shipment date of the order. In the Order Entry page, this was not the case. This is solved.