Version 1.17.0

Thursday, 27 October 2016

The following updates have been made recently:
  1. New field added to product kits - "notes"
  2. You can now set the person responsible for opportunities at individual opportinity level
  3. You can now set the priority for opportunities at individual opportinity level

Version 1.16.7 17/10/2016

  1. New field added to opportunities - "last contacted date"
  2. New field added to opportunities - "next contact date"
  3. You can now add tasks to opportunities
  4. You can now enter a different address to ship purchase orders to
  5. Icons added to task calendar events so you can see the status of each task

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Introducing quotes and document templates

Wednesday, 4 November 2015

Quotes

We have recently added a new section called "Quotes". Quotes are available for companies on the "Business" package and above.
Read more »

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Xero partner network

Thursday, 30 July 2015

We are pleased to have been accepted into the Xero Partner Network. See our listing on the Xero website.

Read our Xero Integration page for more information.

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Xero Integration

Friday, 22 May 2015

We have recently extended our Xero™ integration to include Purchase Orders.

You can now post a purchase order into Xero™ as a payable invoice in the same way as you can post sales invoices.

To enable this, first you must go to "Setup > Xero" and update your "Purchase Account Code". Once that is saved you can view a purchase order and you will see a new link "Post to Xero".


As per sales invoices, the invoice posted into Xero will have a status of "draft". To make this a "proper" invoice, login to Xero and approve it.

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Version 1.3.1

Thursday, 21 May 2015

We have made some changes recently including the following:

Table Searching
You can now search within a table, as well as sorting the columns. There is a new search bar above the table. Simply start entering text in the search field and the table will dynamically change to suit your search terms.



Plugin Updates
We have upgraded various plugins used "behind the scenes".

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Custom price lists

Friday, 8 August 2014

Ever feel the need to give a certain customer different prices to everyone else?
Read more »

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An introduction to credit notes

Thursday, 7 August 2014

Most companies that sell goods will at some point have to deal with returns.
Read more »

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