Check out our exciting additions and enhancements for November 2023!
Features and Enhancements for the Office:
Default CCs for RFQs
Orders Tags - Add Tags to Order Metadata Preview
Orders Tags - Filter by Selecting Tag in Table
Order Version History - Turned on for Sage 300
OA Scanning - Ingest Unit Price and UOM
Features and Enhancements for Invoices:
Invoice Field Customization
Features and Enhancements for the Warehouse:
Delete Sublocations
Shipping from Warehouse to Field
Display Notes on Inventory Detail Screen
Match Line Order on Warehouse Receiving List to PO
Smart Allocate Quantities for Moving Items on Material Inventory
Setting to Turn Off Pick Notifications
Features and Enhancements for the Field:
Jobsite Web: Browse Recently Ordered Items
Jobsite Web: View Buyout (HFR) Titles under Browse-Buyouts
New Global Search for Mobile
Features and Enhancements for the Office
Features and Enhancements for the Office
Default CCs for RFQs
Default CCs for RFQs
We previously had “Default CCs for Orders” that included RFQs.
This caused an abundance of emails to be sent for RFQs that were not relevant to Users expecting to receive emails about orders. You now have the ability set default CCs for RFQs at the organization and job level!
Order Version History for Sage 300
Order Version History for Sage 300
We turned on OVH (Order Version History) for all Sage 300 Customers. To learn more about this feature, please read our Order Version History Guide by clicking: HERE
OA Scanning - Ingest Unit Price and UOM
OA Scanning - Ingest Unit Price and UOM
Our OA scanning product now scans in unit prices and units of measure! To get this feature turned on, please reach out directly to your CSm or to our Support Department.
Have feedback about what you see here? Schedule 30 minutes with Alex Lewis, the product manager for the Office, using THIS LINK
Features and Enhancements for Invoices
Features and Enhancements for Invoices
Invoice Field Customization
Invoice Field Customization
You can now customize which fields surface on the invoice details page (page that appears after the initial scan). This cleans up the page and lets you know exactly what is required in order to successfully link an invoice to your ERP/Accounting System. To turn this feature on, you will need Admin access. You can customize these settings in the invoice section of those Admin settings. Watch the video below to learn how to do so and how to utilize this feature:
Features and Enhancements for the Warehouse
Features and Enhancements for the Warehouse
Shipping from Warehouse to Field
Shipping from Warehouse to Field
Check out our article on this new feature to learn more by clicking: HERE
Match Line Order on WH Receiving List to PO
Match Line Order on WH Receiving List to PO
The line item order on Warehouse receiving lists now matches the same order of the line items on the associated PO!
Features and Enhancements for the Field
Features and Enhancements for the Field
New Global Search for Mobile
New Global Search for Mobile
We now have a better search experience to help Field Users find items within kojo to request. This also displays recently ordered items as you go to search!