29th April 2025
29 April 2025
Tiered Quotes now use the lowest quantity total as the net value in grid, kanban, and reporting, and auto-add associated items as per item charges. Mentions carry over from quotations to jobs and orders, with a purple icon indicating comments made within the current record.
NEW
Tiered Quotes – Updates
The total value of the lowest quantity is used for the quote’s net value in the grid, kanban and reporting Associated Items will be automatically added as ‘Per Item Charges’
Automation Improvements
POs – Check for the supplier tag POs – Add/Remove tags on the parent job/order Delivery Notes – Add/Remove tags on the parent job/order Invoices – Add/Remove tags on the parent job/order
Mentions
They are now carried over from a quotation to the job/order and works/order. When a comment or mention has been added to a line item, the color of the mention/comment icon changes purple. This only applies when the comment/mention was made in this job/order. If a quotation’s comment was copied across, this is not represented by a purple icon.
FIXED
PO conversion speed up
Ready to try the
latest version?
Book a free demo and see what's new.