Version update 7th November 2023
Below is a summary of the key enhancements that will be released tonight as part of our latest version update.
Simple stocktakes
We have amended the logic for simple stocktakes to match that of detailed stocktakes which now prevents users from creating 2 stocktakes for the same department and category on the same day. Instead of entering a second you will need to amend the one already created.
A simple stocktake is one that lets you record the value of stock for a particular purchasing category but not any itemised data.
Invoices addresses
We have created an option that now enables you to pick an alternative outlet address as the invoice address to appear on your purchase orders to suppliers.
Within Edit Outlet in Head Office, you can already enter the main outlet address and additional addresses which can be selected as delivery addresses when ordering. This new functionality lets you select one of these additional outlet addresses to be used as the invoice address.
Please contact Support via a support ticket for more information on using this.
New Recipes report
The latest new report to be added to the reporting module is a Recipe report which will enable you to search for a product and see all recipes that has that product listed as an ingredient. Alternatively run the report for a supplier to find all recipes containing any product from that supplier.
The list of reports currently available in the new reporting module is below. Please note that we are continuing to develop new reports and updating versions of reports available in the old formats and we will keep adding to the below list. If you are not yet using the new reporting module, please do give it a try!
Company
Close Period
Income
Sales
Theoretical Margin
Internal Sales
Swipe card sales
Purchasing
Outstanding Estimates
Order Summary
Purchasing
Supplier Favourites
Invoices Awaiting Approval
PO to Invoice
Finance
Cost Transfers
Stocktaking
Stocktaking
Item Theoreticals
Item Variance
Line Checks
Wastage
Stock Transfers
Product
Products
Product Purchase History
Recipes
Recipe Margins
Recipes
Hospitality
Orders