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MRSware 4.2

By EYOND / MRSware Team •3/1/2016 • Substack Publication

New

  • New Order fields are available in Invoice Entry to enable more tracking scenarios and entry of fuller Purchase Order and Order information prior to the receipt of the Invoice.

    • Quote #, PO #, Quote Date, PO Date

    • Shipping Method, Tracking #, Shipping Total $, Ship Anticipated Date

    • Terms and Notes, each featuring up to 8000 characters in details that can be added to the Order / Invoice.

  • New fields in the Line Items

    • Ship By date is available to set a per-item shipping requirement

    • A Discount $ / Discount % can be noted per line item

    • The Description field length is greatly expanded, now supporting up to 1200 character descriptions

  • New Save buttons have been added

    • Save is to save the changes made without closing the Edit Invoice dialog

    • Save & Close will save changes and close the Edit dialog

    • Save & New now has a new option "Duplicate Order" that creates a copy of the existing Order with some of the fields filled in.  This is an easier way to split and Order into multiple Invoices, or repeat a previous Order that is being placed again.

  • Multiple Splits have been added using the "Sales Rep", "Specifier", and "Territory" fields along with their Split % fields.  Internally split the commissions for an Invoice between multiple reps, or note external Agency splits.

  • The Invoice Listing has been updated to show the new fields added to the Order/Invoice dialog.

Updates

  • The Search -> Invoices dialog has been updated to enable searching by the various new fields added to the Invoice.

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