Cost estimate/quotation with stock in InSite

You can now use stock items in the cost estimate/quotation in addition to costs, work types and non-stock items. This means that you can work entirely from InSite! You use this mainly when working with Projects or not following up on a quotation you send.

As long as the cost estimate is not final, you can add or change stock items and assembled items of the Product and Production article type. You carry out making final yourself, you supplement with series and batch numbers and you convert into a sales order in Profit.

OCI expansions and optimisations

The following expansions have been made:

• Profit definition safer

  You can now exchange files more securely with the Profit definition because you can now use the sFTP protocol where the files are encrypted.

• OCI - Custom fields

  The content of the CustomFields (16 to 20) can now also be sent back to the supplier via the cXML order feedback. The patch for this is included in Profit 20.

•   New OCI link:
  - Topgeschenken.nl

Spend dashboard

You now have new insights and tools for optimisation at your disposal in relation to your purchasing with the new Spend dashboard. Based on your purchase invoices, you can immediately see who your largest supplier is and whether there are many one-time purchases. Use this knowledge to, for example, negotiate discounts or limit the number of suppliers.

This functionality is delivered via a patch in relation to Profit 21.

Assembled items UpdateConnector expanded

With the UpdateConnector for assembled items, FbComposition, you can now update existing assembled items and add, change and delete lines.

Sales order with explosion assembly to packing slip

You can now convert sales orders with explosion assembled items to packing slips via Generate packing flip if they contain parts with:

• serial numbers and/or
• batches with a delivery order

Meer mooie functionaliteit

• Copy assembled item with warehouse allocation
  Copying assembled items has been expanded to include the ability to copy linked warehouse allocations as well.
• Message subtemplates for invoices and credit invoices

  The invoice message templates now include two subtemplates: one for the invoice payable and one for the credit invoice. This will ensure the correct text is displayed in the email message to the customer. The customer will also receive a payment link with the invoice to be paid. This applies to all supplied invoices for subscriptions, order management, CRM and projects.

• Fixed number in production order
  It is possible to use assembled items with parts with a fixed quantity in the production order and production slip. Also in combination with partial productions. 
  For a make article, you can now enable the Fixed quantity setting per line. In relation to a partial production, the fixed quantity of an item is consumed per production order (regardless of the quantity of items).
• Purchase request UpdateConnector
  The FbPurRequisition (purchase request) UpdateConnector has been expanded to include a large number of fields. From now on, for example, the Code allocation and Project can also be included at line level.
• Warehouse allocation UpdateConnector
  The FbItemCodeWarehouse (warehouse allocation) UpdateConnector has been expanded so that now also the Location, Purchase contact and Deviating warehouse sales can be included.