5th February 2024
7 February 2024
Adds a quotation total price adjustment tool via a new line item option, plus quick task reminder emails and emailed saved reports. Also fixes supplier invoice price updates to purchase order items.
NEW
Easily Adjust a Quotation’s Total Price – When you need to adjust a quote price to an agreed one, e.g. the price was $633 but you agree to $600. Add a new line item to the quote, and on that item select ‘ Update Item Price to Adjust Quotation Total Value’. Choose between adjusting the net or gross total and click ‘Apply New Value’

Quickly Create Task Reminder Emails – On the task screen use the new button to set up regular reminders of what needs to be done.
Create Emailed Save Reports – Use the ‘Create Email Summary’ button to add one more saved reports an emailed report.

Hide One-Off Buttons – Use the ‘Screen Options’ button to hide both of these:

FIXEDUpdate of price from Supplier Invoice – To the item(s) on the PO and optionally in the items list.
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