Here's what we've been up to this past month (and a little into December):
Features and Enhancements for the Field:
Features and Enhancements for Integrations:
Features and Enhancements for the Office:
Invoice Matching Enhancements:
Features and Enhancements for the Warehouse:
Features and Enhancements for the Field
"View All Options" Window
In our ongoing quest to make Kojo Jobsite as easy to use as possible, we've added a button to pop-out selectable material options in one list instead of scrolling horizontally in the Electrical and Mechanical Quick Order commodity areas!
Features and Enhancements for Integrations
ComputerEase: "Also Pay" Tax Field
Previously, tax codes would only include the primary rate specified on the tax code and not account for additional local/regional taxes which are supported by an "Also Pay" field in ComputerEase. We now include support for "Also Pay"!
In this particular example, Beaver City has a local tax rate of 2.5%, in addition to Utah state tax.
ComputerEase: "Sync Now" Button
While our direct integration automatically syncs data points on an hourly basis, if there is a need to initiate a sync between Kojo and ComputerEase now, simply push the button to kickoff the sync!
Features and Enhancements for the Office
Intelligent Order Acknowledgments Enhancements
As a result of customer feedback on this beta feature, customers with this feature enabled can now control what scanned field(s) are imported into a Kojo PO, such as:
Quantity
Description
Extended Price
How it works:
After clicking on the "Import/Review Pricing", at the bottom left corner is a new button, "Import Settings". This will then open a window where three toggles are available to control what information is imported from the scan!
How to get Intelligent Order Acknowledgments:
Contact your Customer Success Manager today!
Invoice Matching Enhancement: Line Item Mapping
Previously, if the line items on an invoice were not in the same numerical order as the line items on the linked PO, it was difficult to know which line items on the invoice corresponded to which line items on the PO.
We know that orders are frequently fulfilled over multiple deliveries, each having their own invoice. This means that the line items on an invoice will likely not be in the same order as those on the PO, i.e. Line item 1 on the invoice is actually line item 5 on the PO, etc. For Kojo to automate features like exception detection, we need to know which line items on the PO map to which items on the invoice.
How it works:
The first invoice line item is selected by default.
To map invoice line items on the left to PO line items on the right, first select the invoice line item, then check the box on the corresponding line item on the right.
Kojo will automatically recommend the most likely match based on similar descriptions and pricing.
One invoice line item can be mapped to one or many PO line items. Similarly, multiple invoice line items can map to one PO line item.
How to get it:
Contact your Customer Success Manager today!
Invoice Matching Enhancement: Credits
Sometimes ordered items are damaged in transit or are not delivered. If the invoice has already been issued, buyers need to be credited for the lost/damaged items or a new invoice needs to be issued. For the invoice to be reconciled fully, the credits need to be accounted for. We have added fields in the Kojo Invoicing module to support this!
How to get it:
Contact your Customer Success Manager today!
Features and Enhancements for the Warehouse
Bulk Inventory Upload
To better support the initial setup of the Kojo Warehouse module, customers can now bulk upload inventory!
How it works:
This is built primarily to upload new inventory that is not in the system. It will also support uploading preexisting inventory. For preexisting inventory, it will overwrite the quantity in stock for that item.
Simply click the Bulk Upload button, select the file to import, map the columns, and away you go!
Notes to be aware of:
The Bulk Uploader will not notify a user of duplicates in the file they upload. As noted in the user modal, Kojo will combine rows that have the same Description, UOM, and Job.
Notes will be displayed when a Warehouse user is completing a Pick Request and when making adjustments within the item detail page. The notes field can be used to store a bin location in the warehouse, for example.
The Bulk Uploader does not freeze inventory numbers or track requests as can occur during a standard cycle count. The Uploader will overwrite the quantity in stock with the uploaded quantity.
How to get it:
Contact your Customer Success Manager today!
Edit/Delete Inventory Items
Previously, a customer would need to reach out to Kojo Support for an Engineer to edit or delete inventory items - now customers can do this themselves!
How to get it:
Contact your Customer Success Manager today!