Job MGT | Promotional Products SoftwarePromotional products software provider
Job MGT | Promotional Products SoftwareBelow is the list of completed and uploaded development tasks. These have been worked on to help improve Job Mgt.
Your Job Mgt application is automatically updated and no action is required from you.
| Area | Task |
| Quote | General functionality & speed improvements |
| Area | Task |
| All | General design improvements on PDFs related to billing & shipping address |
| Dashboard | Calculation improvements on the Invoice/Payments dashboard widget |
| DeliveryNote | Delivery note delivery address updated from Order |
| GreenSpark | General design improvement on Greenspark setup |
| Mailchimp | General design improvement on Mailchimp setup |
| Products | More product fields added |
| WordPress | WordPress Integration – NEW |
| Area | Task |
| Diary | Settings > Diary > Auto Set Reminder (Diary) for Quotes – NEW |
| Diary | Settings > Diary > Auto Set Reminder (Diary) for Jobs – NEW |
| Mailchimp | General Mailchimp improvements |
| Products | Size (Range) and URL fields added to products |
| Area | Task |
| Additional Products | General design improvement |
| Customers | Default Billing & Shipping Contacts added |
| Dashboard | ‘Total’ added to Sales Leaderboard |
| Diary | General design improvement |
| Job Management | Stop auto-send of Artwork & Delivery emails – NEW |
| Job Management | Mark as complete – NEW |
| Reports | Customer Contact Analysis Report’ – NEW |
| Sage/Xero | Part payments (including from Credit Notes) integrate with Sage and Xero |
| Settings | Sales > Job Management > ‘Stop auto-send of Artwork & Delivery emails’ defaults added – NEW |
| Settings | Sales > Job Management > ‘Add Purchase Order Tax to Sage & Xero’ added – NEW |
| Area | Task |
| Invoices | General Invoice improvements |
| Job | General Job Management improvements |
| Job Managment | Product View feature – NEW |
| Orders | General Orders improvements |
| PCN | General Purchase Credit Notes improvements |
| Products | Image scroller added to product on Quotes – NEW |
| Sage/Xero | General Products improvements |
| Area | Task |
| All documents | General Sage & Xero improvements |
| All documents | General job management improvements |
| Filters | General filter improvements |
| Invoices | General invoice improvements |
| Job Managment | General job management improvements |
| Products & Quotes | Clickable merge fields added for Product Long Description – NEW |
| Purchase Orders | General purchase order improvements |
| Quotes | General quote improvements |
| Quotes | Decline Quote comments box added to online quote – NEW |
| Area | Task |
| Additional Products | Quantity options added to Additional Products – NEW |
| Artwork | Artwork Approval page design improvements. |
| Customers | Customer Notes tab added – NEW |
| Docs | 3-4 Decimal Points options added to Setup > Settings > Sales – NEW |
| Docs | Hide If Zero feature retired. Replaced with All-in Unit Price. |
| Area | Task |
| Customers | Customer Credit Type – Factored Finance options added |
| Import/Export | Master Product Code (MPC) feature added. This feature is used to import Additional Products to many Products. e.g. Additional Products with the MPC ‘00018’ will be added to ALL Products with that same MPC ‘00018’. |
| Invoices | Pro Forma improvements |
| Job Managment | ‘Order Ready To Ship’ & ‘Order Ready Early’ buttons and emails added |
| Area | Task |
| Customers | Customers > Assigned Tier Pricing feature – NEW |
| Import/Export | Product Import/Export improvements |
| Invoices | Invoices > Pro Forma Invoicing feature – NEW |
| Products & Quotes | Assign Additional Products to different suppliers – NEW |
| Stock Status | Job Management > Stock Status feature – NEW |
| Tracking | Job Management > Tracking feature – NEW |
| Area | Task |
| Invoices | Invoice Design B (containing product images) added – NEW |
| Job | Delivery Note feature added to Job > Artwork & Delivery – NEW |
| Products | Associated Additional Products feature – NEW |
| Quotes | Optional Additional Products feature – NEW |
| Trello | Trello integration – NEW |
| Area | Task |
| After Sales Emails | After Sales Emails improvements |
| Docs | Leave page without saving warning added – NEW |
| Job | Change/edit Customer on Jobs added – NEW |
| Jobs | Design and filters improvements |
| Orders | Update Invoice (DRAFT) from related Order added – NEW |
| Product & Quote | Copy Product (in Products & on Quotes) added – NEW |
| Products/Quotes | All-in Unit Price feature added – NEW |
| Quotes | Markup calculation improvements |
| Quotes | Quotes (PDF & HTML) Design B added – NEW |
| Quotes | Hide Totals from Quote added – NEW |
| Template | Email Template improvements |
| Area | Task |
| Customers | Import/Export improvements |
| Docs | Save warnings added – NEW |
| Purchase Orders | More – ‘Mark as sent’ status added for offline POs – NEW |
| Quotes | Auto-send YES/NO options added for Orders and Invoices upon Convert – NEW |
| Sourcing Machine | Sourcing Machine import improvements |
| Suppliers | Visibility improvements |
| Area | Task |
| Artwork | Artwork visual link improvement |
| Emails | Merge fields added to Job email templates: <supplier_purchase_order_number> <invoice_customer_purchase_order_number> |
| Products | Sourcing Machine product imports – NEW |
| Area | Task |
| After Sales Emails | After Sales Email improvements |
| Artwork Approvals | Artwork Approval design improvements for mobile |
| Clean Up | Customer creation improvements – Passwords, etc. removed |
| Email Templates | Staff email template improvements |
| Emails | Email tracking improvements for SMTP |
| Import/Export | Product Import instruction improvements |
| PDFs | Footer added to ALL PDFs – NEW To activate/create go to Setup>Settings>PDF>Footer |
| Purchase Orders | Supplier’s order number added |
| Setup | Setup & Delivery (Additional Products) added to all new products To activate go to Setup>Settings>Sales>>General |
| Area | Task |
| Reports | Reports added: Invoices Report – NEW Quotes Products Report – NEW Stock Report – NEW |
| Sage | Tax issue resolved |
| Purchase Orders | Supplier Product Code added to Purchase Orders To activate go to Setup>Settings>Sales>Job Management>Display the Supplier Product Code on Purchase Orders and Purchase Credit Note – Yes |
| Area | Task |
| Customers | Default Customer Account Type settings added – NEW |
| Export | Export Customers, Suppliers and Products added – NEW |
| Invoices | Commercial Invoice added – NEW |
| Job | General design improvements |
| PDFs | General design improvements |
| Products | Mark Up calculator added – NEW Additional Products added – NEW Multiple Tiers added – NEW |
| Suppliers | General function improvements |
| Tax | Default Tax settings added |
| Area | Task |
| Addresses | Street 2 field added to merge fields |
| Apps | Mailchimp integration – NEW |
| Customers | Credit terms and limits can now be changed at Customer level. Sage and Xero will automatically be updated. |
| Customers | General design improvements |
| Docs | Filters and Search improved. Filters are now sticky. Search now on Enter command or Search button. |
| Emails | New merge fields added |
| Reports | Reports – NEW |
| Payment | MyPOS payment gateway – NEW |
| Quotes | Product search on quotes improved |
| Settings | Default payment mode settings added for Pro Forma and Credit payment |
| Settings | My Brands (Allows you to create multiple brands for your company and assign customers to each) – NEW |
| Area | Task |
| Emails | General design improvements. |
| Emails | GSuite integration – NEW. Office 365 integration – NEW. |
| Emails | Email Template > confirm-delivery-date-send-to-customer. New attribute fields added. |
| Emails | General functional improvements. |
| Imports | Customers, Suppliers, Contacts and Products Imports – General functional improvements, including updating data using imports. |
| Invoices | General functional improvements. |
| Logout | Idle time logout increased to 30mins. |
| Media File | Media File – Design and functional improvements. |
| Orders | General functional improvements. |
| Payment | General design improvements |
| Sage | General design improvements |
| Settings | Settings > Sales > Quotes > Quote Product Description. New product merge fields added. |
| Settings | Quote > Quote Info Format (PDF and HTML)Customer Main Address fields added. |
| Suppliers | General design improvements |
| Xero | Xero integration – NEW. |
| Area | Task |
| Address | Billing & Shipping address – To field not displaying properly |
| Address | Name missing on displaying on Order and Invoices |
| ASEs | Add After Sales Emails category”}”>1. Limit available templates to choose from the After Sales Emails templates only 2. New Template > Add After Sales Emails category |
| Credit Note | Invoices Created link issue |
| Docs | Symbols issues – ” ? & etc. |
| Docs | & not displaying correctly |
| Docs | Invoice, Credit Notes, Orders – Predefined Client Notes & Predefined Terms & Conditions not working |
| Docs | Invoice, Credit Notes, Orders – Predefined Client Notes & Predefined Terms & Conditions not working |
| Emails | SMTP test email – Sucess/error message missing |
| Invoices | {invoice-billing_name} not working |
| Job | Cancelled PO issue |
| Orders | 1. {estimate-billing_name} not working 2. Change {estimate} to {order} for all merge fields |
| Orders | HTML and View invoice as customer – Billing/Shipping address should match the PDF settings |
| Products | Issue with products csv |
| Products | Supplier field should disply warning if not complete |
| Products | Supplier field issues and Close issues |
| Products | Products in certain groups are missing/not avaiable |
| Purchase Orders | Delivery address issues with multiple POs |
| Purchase Orders | Assigned to job incorrectly |
| Quotes | Product descripton issue |
| Visibility | Customer & Suppliers, & Contacts (for both) – Visibility message issues |
| Area | Task |
| Reports | Reports added: Invoices Report – NEW Quotes Products Report – NEW Stock Report – NEW |
| Sage | Tax issue resolved |
| Purchase Orders | Supplier Product Code added to Purchase Orders To activate go to Setup>Settings>Sales>Job Management>Display the Supplier Product Code on Purchase Orders and Purchase Credit Note – Yes |