1. Credit Restocking Fee (SOP Only) When processing goods returned from a customer some companies will charge a restocking fee where the goods are not being returned because they’re damaged but due to a customer error – the restocking fee being processed as either a separate or... Read More
2. Allow Insert of Lines within Order by Status When entering an order then, subject to configuration, the user is allowed insert lines within an existing order. When inserting a line then, as discussed above, this can change the primary key of the order line but in addition it may make changes to... Read More
3. Ledger Enquiry - Stock Control – Allow Fourth History Database The History database is a user-definable enquiry database that can be configured for display against selected applications. Stock Control, for example, allowed for three history databases to be defined – the key is that the history database must co... Read More
4. Screen Actions – Links Tab Within the main applications then when (say) updating a sales account the ribbon defaults to the ‘Links’ tab and offers actions to link to the Ledger Enquiry and offers shortcut enquiry options based on the transaction ‘drill-down&r... Read More
5. Landing Pages – Data Item Aliases When using the landing page, the column headings are based on the data item name label within the Datafile database structure. Data Item Names are however limited to 13 characters. For the most part this is sufficient for users to interpret the data,... Read More
6. Landing Pages - Ledger Enquiry and Landing Page Date Formats When dates are displayed on the landing page or ledger enquiry the system takes the display format from the user’s pc profile. For most users this is all that is required – the format on the user’s profile having been set to UK (DD/MM/Y... Read More
7. Ledger Enquiry - Prevent Auto Close of Associated File Folder on Enquiry Within the Ledger Enquiry an option ‘Associate Files’ is available. This is a folder that can act as a repository for scans, word documents, emails and so on that are linked to the enquiry record – for example a sales account. When you ... Read More
8. Warehouse Tablet - Order Header and Order Detail Confirm Items The Datafile Warehouse Tablet software also receives new features with this release. The Warehouse tablet is a ‘lite’ version of the Datafile Software to use within a warehouse environment using a Windows Tablet and provides options for S... Read More
9. Warehouse Tablet - Show Stock Image on Enquiry The Datafile Warehouse Tablet software also receives new features with this release. The Warehouse tablet is a ‘lite’ version of the Datafile Software to use within a warehouse environment using a Windows Tablet and provides options for S... Read More
10. Allow Quote Status This new feature allows you to create jobs as Q-Quote status. Quotes will allow you to set budgets and link sales order quotes to the job but will not allow posting of cost transactions or link to active sales / purchase orders. When entering ... Read More