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Ian Oldrey
- Mar 17
- 1 min
Quote check when making a sale
When adding a sale for a customer the system will check if there are any live quotes for this customer for the current product. If there are you will see a pop up offering details of the quote, so you can either use the quoted price, of skip and carry on pricing in the normal way. Setting the quote lookup In Settings > Organisation Settings > Financial Ledger Double Click into the Ledger and select the 'Ledger Options' tab and the 'Orders' tab within that. If checked, when a
Ian Oldrey
- Mar 15
- 1 min
End of Day Cash Drawer function for Pro users
The End of Day #CashDrawer operation is now available for Pro as well as Super and Prime users. Setting up User to run End of Day In Settings > User Administration > User Roles (or individuals custom user role) Cash Drawer section set to 'Mid' or higher User will be able to run the End of Day cash drawer function and reconcile the totals with differences from the anticipated values. #Build3438 #March2021
Ian Oldrey
- Mar 14
- 1 min
Exporting Table Data to Excel
When working on tables (grids) of data in Merchanter, the contents of the table can be exported to #Excel with a single button. By setting searches and filters on the table you can adjust what will be exported. NOTE: This is limited to exports up to 10,000 rows #Build3438 #March2021
Ian Oldrey
- Mar 14
- 1 min
Setting the Invoice Date (Build 3438)
When either generating cash sale invoices or running a credit invoicing batch, there is a ledger (company) setting to determine which date is used as the invoice date. Tax Point Date If a VAT invoice has been issued within 14 days of the supply, the tax point will be the date of the invoice. If a VAT invoice has been issued 15 days or more after the date of supply, the tax point will be the date of supply. Invoice Date When the invoice is generated the current date will be se
Ian Oldrey
- Mar 14
- 1 min
On Costs on Forward Contracts in Contract Currency (Build 3438)
When placing a #ForwardContract the #OnCosts can each be built in their own #currency. The total of the On Costs will be converted into your native currency, but they are apportioned across the order lines in the currency of the contract. This gives an in currency 'In Yard' cost of the material plus its share of the on costs. #Build3438 #March2021
Ian Oldrey
- Mar 13
- 1 min
Purchase Order below Supplier Minimums (Build 3438)
When placing a #PurchaseOrder or a #SalesOrder with linked purchases the system will highlight if the order is below the #Supplier minimum order value, or their threshold for free delivery. You can elect to continue or return to the order to achieve the minimum values. #Build3438 #March2021
Ian Oldrey
- Mar 13
- 1 min
Setting Total Purchase Line Value (Build 3438)
When building a Purchase Order or Froward Contract, you can either set the price per item/unit of measure, or you can set the total line value. If the total line value is not divisible to a rounded penny/cent per item, then it is shown to the nearest penny/cent with a tilde ~ symbol to show that the value is approximate. If you enter an new price per item the total line value will be recalculated. #Build3438 #March2021
Ian Oldrey
- Mar 13
- 1 min
Buyer limits on Purchase Orders (Build 3438)
When placing purchase orders any user can build a Draft Purchase Order of any value, but if the value is above their purchase limit, a senior user needs to confirm the purchase order using their authorisation PIN. Setting Buyer limits You can set the Buyer Limits in the 'Purchases' menu under 'Purchasing Limits' Enter the buyers purchase value limit in the right hand column. This limit is the purchase value including VAT #Build3438 #March2021
Ian Oldrey
- Mar 13
- 1 min
Stock Count Quick Product Check (Build 3438)
When doing a stock count you can now do a quick check of the product details by clicking the blue product code. This presents a product summary popup, which can either be closed to return to the stock count, or click view product to pause the stock count and go to the full product record. #Build3438 #March2021
Ian Oldrey
- Mar 13
- 1 min
Cost Prices Hidden from Junior Users (Build 3438)
User Roles can be set to hide cost prices from view. This includes: 1. Main dashboard timeline 2. Users personal activity feed 3. Dashboard against the product 4. Costs against the product under Prices & Costs tab 5. ACP KPI from Dashboard of the Product 6. Supplier tab of the Product 7. Order Lines With order lines they will display the cost field if it is for a special product, or the Stock Source is set to a linked Purchase Order, Back-to-Back Purchase or Direct-to-Site Pu
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