If you are no longer trading with a customer you can now delete them yourself - no more having to ask our team to do this for you!
Go to Customers > choose customer > Settings > Remove customer. You'll be asked the reason why you are removing them in case our team need to follow anything up.
All your current and past orders with them will remain visible, and you'll be able to change their status too.
Following hard on the heels of proof of delivery being added to packing slips, you can now choose to print your packing slips with product prices showing!
This means you won't have to print an invoice if you want to provide pricing information with your deliveries.
If you use price lists and work off the product code rather than the product name you'll be very happy with this new sortable column!
Go to Price lists > choose your list > click on "code" to sort the list by product code.
Some great news for our Unleashed and Cin7 customers - you can now import product images directly from those apps!
We recently released Product categories, with it's AI-powered Auto categorisation feature, and now we've made it even easier to find which products have been updated.
In the main Products list you'll find a new column: 'Updated'. This is sortable by clicking on it; and after you've auto categorised any products it'll automatically sort them so the newly-updated ones are sitting at the top. 🎉
The other place this is super helpful is after you've imported products - the recently updated ones will be sorted to the top of the Products list, making it really easy to add new products to Price lists.
We're making standing orders even more predictable and useful, with a peek into the future. 🔮
Recently we introduced a one-week schedule for standing orders, and now we provide the ability to see planned orders too.
To find it, go to Customers > choose a customer > Standing order and look in the Preview orders section.
For those of you who need to provide a proof of delivery on a packing slip, we've got you covered!
On any order in the 'Delivered' status, tap the three dots and then choose 'Print proof of delivery'. You can either print a paper copy or save as a PDF and send to your customer.
We have recently released some changes to go along with our new product categories feature.
You can now choose how you would like your products to be displayed to customers: by category, name, or code 😃
Now you can easily add photos or signatures to any order. Take a photo of a delivery or have the customer sign, and proof of delivery is saved to the order - you and your customers will see this instantly.
When sending invoices to your customer's Xero contact, we now include all of the email addresses that are set as included in emails in Xero.
To change this in Xero, go to the customer > contact details > edit.