Release date scheduled on end of every month.
Filter by Colour in New Order
New easy-click buttons are added, to help filter items by color code.
2 additional button at the top: All Items & Discounted Items
New Detailed Report
7 New detailed reports on Sales. Head to Reports > Sales. After each table, there will be a white button for a more detailed reports. Those reports are:
- Sales By Customers, Monthly / Yearly
- Returns By Customers, Monthly / Yearly
- Payments By Customers, Monthly / Yearly
- Sales Value By Items, Monthly / Yearly
- Sales Count By Items, Monthly / Yearly
- Returns Value By Items, Monthly / Yearly
- Returns Count By Items, Monthly / Yearly
Auto email order and order updates
If a customer profile comes with an email address, an email will automatically be sent when:
- An order is made
- The order status has changed
Email will be sent from Works25 mailer service.
To integrate and use a custom SMTP email, please go to Settings > Integration.
New kind of D.O.
A new option, to print delivery order (D.O.) with item pricing. Click on the arrow next to the D.O. button, and choose ‘With pricing’.
The D.O. shown will include individual item pricing.
Save Payment Change as Credit
When receiving payment from customer, and there is change due to the customer, operator can click on the yellow button to save the change as credit.
This button will only appear if the bill is associated with a profile (not anonymous).
Next, click on the green Save As Credit, to confirm the action.
On the receipt, the payment transactions are recorded with 1 extra transaction to Credits.
Payment using the Credit
The credit can then be used to pay againts another invoice of the same customer.
Selling Items Shelf Label
A label can be printed, to be pasted on selling item shelves, to label the items.
Customer Preference & Note
When taking an order, click on the chat bubble icon to open a popup. The popup will come with a text input to save the customer preference or note.
The system will also check for any item with saved preference, and display them below for easier select action.
The same popup will come out automatically if the customer already has custom preference or note, generally or on any item.
Hold An Order
When taking a new order, there might be a need to hold the current order, and start with a different order. The order held can be revisited later for checkout.
To hold an order, click on the Hold button.
To revisit the order held, go to New Order, and click on the button(s) below Orders Held.
Change Order Owner
To change the customer profile associated with an order, Edit the order, and click on the pencil icon next to the current customer’s name.
Set Default Deposit Amount
Ask customer to pay deposit on quotation or on bills. To set a default deposit, please go to Settings > General Settings > Orders & Bills > Deposits
Extra button now available on Invoices & Quotation so customers can pay the pre-defined deposit easier.
Deposit button on Quotations.
Deposit button on POS (at the counter).
Deposit button online Invoice.
Convert Quotation to Booking
Quotation can be converted into a Booking by setting a booking time for the quotation.
Set the booking time, and click the right chevron or arrow to confirm. The quotation will appear in the booking schedule.
Change Quotation Date
Customers some time would request quotation after an invoice. Maybe to help them make a claim from their company. To facilitate this, change the quotation date directly in the quotation summary.
Order Summary Redesigned
Buttons are re-arranged and/or grouped according to their functions. Non-reversible action buttons are separated with margins to reduce clicking error.
Date changes are much simpler with the new design.
Bulk Print Individual Item Tags
Individual item tagging printing is now done exclusively on the bulk mode, with choices to print or not print each service, and also the quantity.
Bulk Print Individual Item Tags: Dual Mode
Choose to print using the system printing, or direct print to a tagging printer. To set a direct printing method, please contact our representative as a service must be installed on the PC first.
Custom Terms Based on Account
Print additional terms and conditions, based on accounts involved. Thus, different customer account will print different terms.
Go to Accounting > Accounts > Edit > Click on the right arrow or chevron [>]
The custom account terms and condition will be displayed after the general terms and conditions.
Change Daily Work Hours
To adhere to current labour law, please update the system to the latest version, and change the Daily Work Hours to 7.5 instead of 8.
This setting can be found in Settings > General Settings > General.
Reachable Recalculate Button
For Orders, Credit Notes, Suspense Transactions and Payables table, the Recalculate button were positioned better, floating onto the table.
The recalculate button is used to force the system to recalculate the dues and charges for all bills, from their respective transactional values.
This is especially important to do, if the transactions had been edited manually in Accounting > Transactions.
Staff Jobs Done Report with Value
A new column is introduced, to show values of items done, alongside the quantity.
To ensure data integrity, especially for transactions sent for audit, it is possible to lock transactions dated before a certain chosen date. To do this, go to Settings > General Settings > General. Set the date at which the transactions before it will be locked.
For example, if financial year end is at 31st Dec last year, choose 1st Jan this year as the date.
Custom Instruction for Purchase Order
This function can be found in Settings > General Settings > General.
Custom Instruction or Terms for Credit Note.
This function can be found in Settings > General Settings > Orders And Bills.
New Options for Mini-Site Template
Users can now choose shading, custom styling of background, box or circle for main content, among many other options now available when using template in Mini-Site sections.
Item Note Template
Save an item note as a template, for a specific customer. To do this, type on the note input box when selecting an item during New Order. A small button with a save icon will appear. Click on the icon to save the note, to be used later.
The note template will only be available for the chosen customer, for that particular item only.
The note can be accessed by clicking on the folder icon button, above the note input box.
Account Debit and Credit Summary on Account Statement
On the bottom of an account statement, a new table is shown which summarises the debits and credits of the statement account, in terms of which account the debit or credit is done through.