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Enhanced Financial Tracking: Added VAT and Net Total fields to quotes and sales orders for more detailed pricing visibility. New Dashboard Features: Introduced a "Pipeline by stage" widget and expanded date filters to include weekly and custom ranges for bett...

New Features & Improvements Upgraded CRM Dashboard: Added a new "Pipeline by Stage" widget and introduced flexible date filtering across all widgets, allowing you to view data by week, month, quarter, or custom date ranges. Enhanced Quote Management: You can ...

Here is the changelog for version 1.692.4: Enhanced Customs Management: Added new fields for tracking numbers and shipping partners, and introduced tools to generate, preview, and email "Import Disposition" documents directly to forwarders. HR Reward Adjustme...

Enhanced Address Selection: Introduced a new "tree view" for selecting billing and shipping addresses, allowing users to easily pick addresses from related parent companies, child accounts, or specific departments. New Language Support: Added Dutch and Czech ...

Changelog AI-Powered Partner Filtering: Introduced a new search tool for Partners that allows users to filter lists using natural language descriptions (e.g., "partners with red sanctioned status"). Enhanced Order & Partner Details: Added company name fiel...

This action requires the "Create goods transfers" permission. Transferring a fixed asset can be performed like a normal goods transfer. To transfer a fixed asset, open the "goods transfer create form" from the goods transfers table. Open the items form and se...

AI-Powered Filtering: Introduced a new AI filter for Partners that allows you to search by describing what you want to see in plain English (e.g., "partners with red sanctioned status"). Enhanced Order Documents: Shipment documents now display total amounts i...

Changelog AI Sanctions Analysis: Added AI-powered analysis for sanction screenings to help identify likely matches and false positives with detailed reasoning. Field Review System: Introduced a "Review Status" for important product details (like Tariff Codes)...

AI-Powered Screening: Added AI analysis for sanction screening to help identify "likely hits" or "false positives" and provide decision support. Email Enhancements: Added "Reply All" functionality to the mail client and improved how recipient lists are handle...

Here is the changelog for the recent updates: Work Order Enhancements: Added support for Service Task work orders, allowing users to attach serial numbers and sync material and labor values directly to sales orders. AI Sanction Analysis: Introduced AI-assi...

[1.695.0] Account Management: Added a "Replaced Account" field to track account successions and a new option to display department names on PDF documents. Dashboard Enhancements: KPI widgets can now display target goals (e.g., "/ €2M"), and the Overdue Opport...

Delivery Notes: You can now quickly fill in shipping details by selecting an address directly from a partner's profile. Email Client: The subject line is now a required field when composing new messages. Credit Notes: Added the ability to include a handling f...

A batch serial groups several individual serial numbers under one batch (parent) serial number. Batch serials are created through the ERP API — send one batch serial together with all the serials that belong to it in a single request. Only creating is exposed ...

Here are the latest updates for version 1.697.0: Expanded AI Filtering: AI-powered search is now available on more lists across the system, with improved feedback messages when filters are applied. Filter Syntax Help: Added a new help guide (accessible via a ...

Date delivery wanted pravila: Naslednji dan:  Naročilo vključuje izključno kalibracijo (Calibration Cart). Naročilo vključuje izključno nadgradnjo (Upgrade Cart). Naročilo vključuje programsko opremo (Software Cart) in so ostali vsi produkti na zalogi. Na zal...

Printers table in the ERP is used to define printers, that can then print documents directly from ERP to paper. To use these printers, the ERP Printer application is required.

This action requires the "create printers" permission.  A new printer can be created by accessing the create form on the printers table through the "Create new" button. To create a new printer, enter a unique name for your printer and its description. The pri...