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OrderWise 2019 Version 19.12 December 2019
Release Notes
December 2019 Release
v19.12
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OrderWise 2019 Version 19.12 December 2019
Table of Contents Accounts ............................................................................................................................................................................................. 3
Historical Transactions to Overridden Period ............................................................................................................................... 3 Batch Payment Export Definition - Bank of Scotland Alternate .................................................................................................... 3 Internet References Added to Bank Reconciliations ..................................................................................................................... 3
Allocation ............................................................................................................................................................................................ 3
Shelf Life Warning when Auto Allocating in ‘Allocate By Variant’ ................................................................................................ 3 Courier Integration ............................................................................................................................................................................. 4
NetDespatch Collect Plus - Direct Feed ......................................................................................................................................... 4 Tracking ID Returned from Palletways Portal ............................................................................................................................... 4 FedEx Web Service - Export Delivery Special Instructions and Email Address .............................................................................. 4 P2P TrakPak API - Direct Feed ....................................................................................................................................................... 4
CRM ..................................................................................................................................................................................................... 5
Merge CRM 2 Records ................................................................................................................................................................... 5 Despatch ............................................................................................................................................................................................. 5
Quick Ship – Added Stock & Allocation Status .............................................................................................................................. 5 Pack Scan Enhancements .............................................................................................................................................................. 5 Pack Scan External EAN Quantities ............................................................................................................................................... 5 Amazon Vendor Central Labels ..................................................................................................................................................... 6
eCommerce ......................................................................................................................................................................................... 6
eBay Business Policies ................................................................................................................................................................... 6 Web Shop Customer and Variant Information Grids .................................................................................................................... 6
Reports & Layouts ............................................................................................................................................................................... 7
Suggested Payment Report Improvements .................................................................................................................................. 7 Variant Usage by Year & Month Report ........................................................................................................................................ 7 New Standard Layout - Amazon SSCC Parcel Label ....................................................................................................................... 7 New Standard Layout - Amazon Goods Label ............................................................................................................................... 7 Import Reports for a Different User .............................................................................................................................................. 8
Sales .................................................................................................................................................................................................... 8
Remove Auto-Calculated Global Discount when Applying Discount Code ................................................................................... 8 Stock.................................................................................................................................................................................................... 8
Quick Adjust Stock Out Form Utilising Barcode Scanners ............................................................................................................. 8 System ................................................................................................................................................................................................. 8
Schedule the ‘To Manufacture Report’ ......................................................................................................................................... 8 Help Guide Pages ................................................................................................................................................................................ 9
The following pages have been added for this release: ................................................................................................................ 9 The following pages have been updated for this release: .......................................................................................................... 10
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OrderWise 2019 Version 19.12 December 2019
Accounts
Historical Transactions to Overridden Period
OrderWise Ref: 38168
Menu Option: System Settings | Accounts | General
Post historical transactions into first overridden open period
Status: New Development
Licensed Feature: Yes (Accounts)
Detail: The above System Setting has been added to control whether transactions, posted prior to an
overridden open period, are posted to that period or the first open period.
Batch Payment Export Definition - Bank of Scotland Alternate
OrderWise Ref: 44515
Menu Option: Accounts | Bank | Bank Accounts | [Add/Edit] | e-Banking | Batch payment export definition
Bank Of Scotland Alternate Export (CSV)
Status: New Development
Licensed Feature: Yes (Accounts)
Detail: New batch payment export definition is available against banks, to export in a format compatible with
Bank of Scotland.
Internet References Added to Bank Reconciliations
OrderWise Ref: 44545, 45976
Menu Option: Accounts | Bank | Bank Accounts | Reconcile
Accounts | Bank | Bank Reconciliation History
Status: Enhancement
Licensed Feature: Yes (Accounts)
Detail: The ‘Internet payment reference’ and ‘Additional internet payment reference’ can now be brought
through to the grid, in the Bank Reconciliation and Split-Screen Bank Reconciliation forms.
Allocation
Shelf Life Warning when Auto Allocating in ‘Allocate By Variant’
OrderWise Ref: 44527
Menu Option: System Settings | Allocation
Show shelf life warning when auto allocating from the allocate by Variant grid
Allocation | Allocate By Variant
Status: Enhancement
Licensed Feature: No
Detail: With the above System Setting enabled, a Shelf Life Warning will show when auto allocating in
‘Allocate By Variant’, if the Expiry Date of a Transaction does not meet the Customer records’
‘Minimum Acceptable Shelf Life’ days.
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OrderWise 2019 Version 19.12 December 2019
Courier Integration
NetDespatch Collect Plus - Direct Feed
OrderWise Ref: 45944
Menu Option: System Settings | Despatch | Courier Integration | NetDespatch Collect+
User ID
Password
Output Path
Label Printer
Despatch | Courier Integration
Status: New Development
Licensed Feature: Yes (Courier - NetDespatch)
Detail: A new courier definition has been added. It will export deliveries to the courier ‘NetDespatch
Collect+’, import a consignment number upon successful export and print a label.
Tracking ID Returned from Palletways Portal
OrderWise Ref: 45105
Menu Option: Despatch | Courier Integration
Status: Enhancement
Licensed Feature: Yes (Courier – Palletways)
Detail: The Tracking ID is now returned into OrderWise for consignments processed with the ‘Palletways
Portal API - International Direct Feed’ courier integration link.
FedEx Web Service - Export Delivery Special Instructions and Email Address
OrderWise Ref: 45096
Menu Option: N/A
Status: Enhancement
Licensed Feature: Yes (Courier - FedEx)
Detail: The Delivery Special Instructions and Email Address are now exported to the courier. A copy of the
request file is now saved to “C:\CourierTestData\”, if that folder path exists.
P2P TrakPak API - Direct Feed
OrderWise Ref: 44480
Menu Option: System | Sales Order | Delivery Method | [Add/Edit] | Details | Courier Information
Service Level Code
Status: New Development
Licensed Feature: Yes (Courier - P2P TrakPak API)
Detail: When using this courier’s 'UNTK' service, the label type will be set and exported as “FinalMile”.
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OrderWise 2019 Version 19.12 December 2019
CRM
Merge CRM 2 Records
OrderWise Ref: 44460
Menu Option: User Group Settings | CRM
Allow merging of CRM Records
CRM | Record List
CRM | CRM Customer List | CRM Record History
Status: New Development
Licensed Feature: Yes (Customer Relationship Management)
Detail: CRM 2 Records, their attachments and their activities, can now be merged within CRM. A ‘Merge CRM
Records’ button can be found within the ‘Record List’ and ‘CRM Record History’ grids. Analysis will
only be retained on the CRM Record other records are merged to.
Despatch
Quick Ship – Added Stock & Allocation Status
OrderWise Ref: 46545
Menu Option: Despatch | Quick Ship Order
Status: Enhancement
Licensed Feature: No
Detail: Stock and Allocation status are displayed by default when entering a Sales Order number, from Orders
Requiring Picking into the Quick Ship form.
Pack Scan Enhancements
OrderWise Ref: 43591
Menu Option: User Group Settings | Despatch | Pack Scan
Show variant description in scanned grid
Allow cancelling of pack when closing mid-process (Pick/Pack/Ship only)
Status: Enhancement
Licensed Feature: Yes (Mobile Devices)
Detail: Variant descriptions can now be shown in the scanned part of the Pack Scan grid, instead of Variant
codes, and it is possible to remove the selected or all packed lines from a parcel.
Pack Scan External EAN Quantities
OrderWise Ref: 44936
Menu Option: System Settings | Despatch | Packing | Pack Scan
Enforce external EAN quantity
Status: Enhancement
Licensed Feature: Yes (Mobile Devices)
Detail: With the above setting enabled, the Pack Scan process will always use the external EAN quantity,
when the external EAN is scanned.
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OrderWise 2019 Version 19.12 December 2019
Amazon Vendor Central Labels
OrderWise Ref: 45876
Menu Option: Sales | Customer List | [Add/Edit] | Settings | Despatch | Amazon Vendor
Output SSCC Labels
Output Goods Label
Status: New Development
Licensed Feature: Yes (Amazon Vendor Integration)
Detail: These settings determine when the labels are output in the main system. If the ‘Output SSCC Labels’
setting is ticked, a label will be output for every order for the customer ‘on ship’ per parcel. If the
‘Output Goods Label’ setting is set to ‘Pack’ or ‘Ship’, goods labels will be output ‘on pack’ or ‘on ship’
respectively, for every Variant on the pack or delivery for the customer.
eCommerce
eBay Business Policies
OrderWise Ref: 44666
Menu Option: User Group Settings | System | eCommerce | eBay
eBay business policies
System | eCommerce | eBay | eBay Business Policies
eCommerce | eBay Templates | [Add/Edit]
Use business policies
Payment policy
Postage policy
Returns policy
Status: New Development
Licensed Feature: Yes (eBay Listings)
Detail: When listing Variants, this development allows the use of Postage, Payment and Returns Business
Policies - instead of the individual payment methods, shipping and returns policies from the
OrderWise eBay template.
Web Shop Customer and Variant Information Grids
OrderWise Ref: 46124
Menu Option: User Group Settings | eCommerce | General
Web shop customer grid
Web shop variant grid
eCommerce | Web Shops | Customers
eCommerce | Web Shops | Variants
Status: New Development
Licensed Feature: Yes (eCommerce, Web Shop Integration)
Detail: Two new grids have been added to display Customer and Variant information for selected Web Shops.
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OrderWise 2019 Version 19.12 December 2019
Reports & Layouts
Suggested Payment Report Improvements
OrderWise Ref: 45351
Menu Option: Accounts | Reports
Suggested Payments Report
Status: Enhancement
Licensed Feature: Yes (Accounts)
Detail: The ‘Suggested Payment Report’ has been amended to show dispute reasons by invoice header and
invoice lines. The parameters on the report have also been re-ordered for clarification.
Variant Usage by Year & Month Report
OrderWise Ref: 46312
Menu Option: Stock | Reports
Variant Usage by Year & Month Report
Status: Enhancement
Licensed Feature: No
Detail: The 'Usage Date From' and 'Usage Date To' parameters have been replaced with 'Enter Calendar Year'
and 'No. of Years to Look Back'.
New Standard Layout - Amazon SSCC Parcel Label
OrderWise Ref: 47028
Menu Option: System | Reports & Layouts | Layouts
Amazon SSCC Parcel Label
Status: New Development
Licensed Feature: Yes (Amazon Vendor Integration)
Detail: The Amazon SSCC Parcel Label has been added as a standard layout.
New Standard Layout - Amazon Goods Label
OrderWise Ref: 47029
Menu Option: System | Reports & Layouts | Layouts
Amazon Goods Label
Status: New Development
Licensed Feature: Yes (Amazon Vendor Integration)
Detail: The Amazon Goods Label has been added as a standard layout.
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OrderWise 2019 Version 19.12 December 2019
Import Reports for a Different User
OrderWise Ref: 36140
Menu Option: Reporting | User | Import
Status: Enhancement
Licensed Feature: No
Detail: When importing into the User Reports category, a drop-down showing all active Users is available.
This defaults to the currently logged in User, but can be changed to any other User the report is to be
set against.
Sales
Remove Auto-Calculated Global Discount when Applying Discount Code
OrderWise Ref: 45382
Menu Option: System | Sales Order | Discount Codes | [Add/Edit]
Disable Auto Calculate Discounts
Status: New Development
Licensed Feature: No
Detail: With this setting enabled, if the relevant discount code is successfully applied to a sales order, the
setting to auto calculate discounts will be turned off. This results in any auto discount being removed.
Stock
Quick Adjust Stock Out Form Utilising Barcode Scanners
OrderWise Ref: 44188
Menu Option: User Group Settings | Stock | General
Quick adjust stock out
Stock | Quick adjust stock out
Status: New Development
Licensed Feature: No
Detail: Stock can be quickly adjusted out, using barcode scanners or by manually entering Variant Codes.
System
Schedule the ‘To Manufacture Report’
OrderWise Ref: 45491
Menu Option: System | Scheduled Service | Tasks | Add
[Task Type] Auto Generate Works Orders
Status: New Development
Licensed Feature: Yes (Manufacturing)
Detail: The ‘To Manufacture Report’ can now be set to run as a scheduled service. This does not allow
outputting of the works order listings.
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OrderWise 2019 Version 19.12 December 2019
Help Guide Pages
The following pages have been added for this release:
Section Page
Courier Integration
Courier Integration | Amazon Vendor Dropship - Direct Fulfilment
Courier Integration | Amazon Vendor Dropship - Direct Fulfilment - Mapping
Courier Integration | Hermes - Local Direct Feed
Courier Integration | Hermes - Local Direct Feed - Mapping
Courier Integration | Low Cost Parcels - Direct Feed
Courier Integration | Low Cost Parcels - Direct Feed - Mapping
Courier Integration | MailAmericas - Direct Feed
Courier Integration | MailAmericas - Direct Feed - Mapping
System System | Product | Auto Guru Categories
System | System Utilities | Delete Stock Location Utility
User Group Settings
User Group Settings | Accounts | Journals
User Group Settings | Accounts | Nominals
User Group Settings | Accounts | Prepayments
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OrderWise 2019 Version 19.12 December 2019
The following pages have been updated for this release:
Section Page
Accounts Accounts | Bank | Bank Accounts | Bank Statement Import | Import Formats
BI Alerts BI Alerts | Alert Rules
Business Intelligence Business Intelligence
Courier Integration
Courier Integration | DHL (UK Mail) | DHL (UK Mail) International Air Self-Label
Courier Integration | DHL (UK Mail) | DHL (UK Mail) International Air Self-Label - Mapping
Courier Integration | DHL (UK Mail) | DHL (UK Mail) International Road Self-Label
Courier Integration | DHL (UK Mail) | DHL (UK Mail) International Road Self-Label - Mapping
Courier Integration | DHL (UK Mail) | DHL (UK Mail) Packet Self-Label
Courier Integration | DHL (UK Mail) | DHL (UK Mail) Packet Self-Label - Mapping
Courier Integration | DHL (UK Mail) | DHL (UK Mail) Parcel Self-Label
Courier Integration | DHL (UK Mail) | DHL (UK Mail) Parcel Self-Label - Mapping
Courier Integration | Express Freight - Mapping
Courier Integration | NetDespatch | NetDespatch APC V2.3 International Direct Feed
Courier Integration | NetDespatch | NetDespatch APC V2.3 International Direct Feed - Mapping
Courier Integration | Wayfair API Courier Label
Courier Integration | Wayfair API Courier Label - Mapping
eCommerce eCommerce | eCommerce Session | Import Setup Tab
eCommerce | Web Shop | Web Shop eCommerce Session
eCommerce Platform
eCommerce Platform | Trade Portal | Configuration
eCommerce Platform | Trade Portal | Customers
eCommerce Platform | Trade Portal | Design
eCommerce Platform | Trade Portal | Modules | Variant Display Options
eCommerce Platform | Trade Portal | Settings
Manufacturing Manufacturing | Variant Revision | Components Tab
Manufacturing | Works Orders | Build Works Order
Returns Returns | Customer Returns | Returns Authorisation
Sales Sales | Customer List | Add Customer | Profile Tab
Sales | Customer List | New Order
Store EPOS Store EPOS | Initial Setup
Store EPOS | Interface | Select Customer
System System | Schedule Service | Notification Triggers
System Settings
System Settings | Despatch | Courier Integration | General
System Settings | Global | Product Search
System Settings | Manufacturing | General
System Settings | Returns | Customer Returns
User Group Settings User Group Settings | Despatch | Ship
User Group Settings | Returns | Customer Returns
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