E-Mail a Contact Person from the Sales/Invoicing Module
When sending sales documents via e-mail, you will now be able to select recipients from a list. To activate the feature, go to the Company Settings for Contact Management.
Read more about the new feature in News in version 12.1: Contact Management.
Track Products in the Product Flow Window
The product flow window allows you to track all stock movements. The window
lets you track which products caused the movement, and browse for related
journal entries within the nominal ledger; if a journal entry has been
registered. To access the product flow window, go to stock
movements and reservations in the Warehouse
module.
You can also open the product flow window from the Sales/Invoicing
module, by going to the Product Lines
tab.
The window has been improved to give you a better overview of the stock movements.
You can now open all products, warehouse windows, purchases, orders, and contacts related to the stock movement in question by clicking the buttons in the product flow window. You will thereby access all relevant information directly from the product flow window.
You will now be able to conduct searches based on Batch no. and Entry no. You can Search for a stock movement by using the drop down list and search field in the upper left corner of the window.
Components of the functionality within the Product Flow window replaces the Related stock movements tab in the Stock movement window.
Stock Movements and Reservations
New Stock Movement Journal List
You will now be able to open the new stock movement journal list by clicking a button in the product flow window toolbar. By clicking the button in the toolbar, a list containing all stock movement journals will be displayed. You can also click the button at the bottom of the window to display a journal list for one specific stock movement. The list will only contain information if journal entries related to the stock movements have been registered in the product flow window.
You can also open the journal entries directly in the Financials module from the product flow window.
Stock Movements and Reservations
Improved Handling of Batch Numbers in all Modules
All stock movements are given a batch number which identifies the movement. Simultaneous stock movements are given the same batch number, regardless of the circumstances in which they were created. A stock movement can include product deliveries to customers, return of products from customers, assembly, disassembly, stocktaking, Receive/Return from suppliers, and return of goods to suppliers.
Delivery Plan for Purchase in Sales Order
In the Order Registration window, you will now be able to view purchase and delivery information for the products within the order. The overview is displayed in a separate window and contains products which have been purchased but not delivered.
To open the Delivery Plan window, go to the Product Lines tab in the Order Registration window and click the arrow to the right of the button. Choose Delivery Plan in the drop down list.
You can go directly to the purchase order from the Delivery
Plan window.
Sales/Invoicing, The Product Line Tab
User-Defined Default Warehouse
If you are using more than one warehouse, you can choose which warehouse and stock location, will be the default for each user. The setting can be found in the User Settings for Product, in the Warehouse tab.
The default warehouse will be suggested for all new stock items. The Def. w. house (Default Warehouse) field in the Warehouse tab in the Product Register will display the default warehouse defined in the user settings. The default warehouse will also be pre-selected when creating a new Quotation, Order, Invoice or Purchase.
When registering the product on an order or a purchase, the system will check if the product is linked to your default warehouse.
The Product Register, the Warehouse Tab
Related Documents List in Sales/Invoicing
All documents linked to an Order/Invoice can now be opened from the Sales/Invoicing
register. A new button has been added to the toolbar: Open
Sales/Invoicing Document List. You can use this feature to open
quotation documents and invoice documents related to the order.
When transferring a quotation to the order status, all related documents will be transferred and made available via this new feature.
If you choose to activate the new features for PDF copies (see below), these will also be available.
Quotation History (PDF Copy)
By going to View - Settings - Company - Settings per Module - Sales/Invoicing, in the Export tab you can choose to create a PDF copy of the quotation when it is transferred to the order status. The transferred quotation will be saved and can be opened at any time by clicking the Open Sales/Invoicing Document List (more information above) or by going to the Documents tab in the Contact module.
The company setting is activated by default.
Company Settings for Sales and Invoicing
Processing Quotations to Orders
Invoice Copy Identical to the Original Invoice
When printing an invoice that has already been printed, an invoice copy is generated. The system will now store information about which report was used for the original printout to ensure that all copies printed at a later time will be identical to the original invoice.
However, the report will not be identical if the report itself has been edited. It is recommended that you print an extra copy of the invoice when processing the invoice. By creating a PDF copy of the original invoice, you will be able to print an identical copy at any later time.
By going to View - Settings - Company - Settings per Module - Sales/Invoicing, you can, in the Export tab, choose to create a PDF copy of the invoice. The invoice will be saved and can be opened at any time by clicking the Open Sales/Invoicing Document List (more information above) or by going to the Documents tab in the Contact module.
The company setting is activated by default.
Company Settings for Sales and Invoicing
The Industry's Product Number
The new field The Industries Product Number in the Miscellaneous tab within the Product register, can be used when registering a product that has a product number which is common to an entire industry. The field does not replace your own product number, but you will be able to enter this number instead of your own number when entering data in the Sales/Invoicing or Purchase modules.
You can define a filter based on the Industry's Product Number field in the Product List, Stocktaking and Advanced Filter windows.
The Product Register, the Miscellaneous Tab
Original Order Number on Backorder Printout
When reducing the amount of products to be delivered on an order, which is then invoiced, a backorder is created. The backorder is handled as a new order within the system. When printing the backorder, the original order number will now be included on the printout.
You can change the amount of products to be delivered in the To be delivered field in the Sales/Invoicing module. The backorder which is generated when the order is invoiced can be displayed by choosing Backorders from the Status drop down list.
The consignment note will also contain information about the original order.
Optimised Product Variants Performance for Improved User Experience
A product can be sold in different variants of the same product, for example in different colours and sizes. The functionality has been updated in regards to speed and performance when working with product variants. Even if the changes are not evident, you will notice the improved performance, especially if you have used the product variants functionality in earlier versions.
Variations: Update a Selection of Products
The wizard used for updating a selection of products can now also change products with variations. To launch the wizard, go to View - Product - Updating a Selection of Products.
Updating a Selection of Products
Consignment Note
The new version of Mamut Business Software includes a new Consignment note report. Besides product information, the Consignment note also includes information such as date and method of delivery, sender and receiver contact information, as well as freight specifications.
To print a consignment note, click View - Sales/Invoicing - Order Registration. Using the blue arrows or the List function on the toolbar, locate the order for which you want to print a consignment note and click the printer icon on the toolbar. In the window that appears, choose Consignment note and click OK.
Consignment Note
Surcharges: Additional and Environmental Taxes
By using the systems functionality for handling surcharges, you can levy mandatory additional or environmental taxes when selling certain products. The surcharge will be posted to a special account. The functionality allows you to print invoices specifying the exact surcharge amount.
For example, the surcharge feature can be used when handling electricity and water bills and vehicle and fuel levies.
The surcharge settings can found in the Company Settings for Products.