While this initial release is primarily a roll-up and service pack for V8 Release Xi, new features are described below.
CAPITAL Business Manager
- You may now use the Text Search function (ALT+F) on grids to search for and match transaction numbers.
- An ETA status function has been added to the Back Order Control Centre to allow you to provide estimates to your customers on stock availability for your back orders. For information on this subject consult your help topic: Stock ETA’s.
- An optional ‘ETA’ column has been added to sales orders, quotations and purchase orders.
- You may now send back order status updates directly to your customers from within the Back Order Control Centre as PDF’s, by pressing the Status Update button. Status updates are customisable form templates, so besides including order numbers, dates, order value and the quantities on back order, they may also include expected time of arrival of stock and other information of interest of your choosing.
- When printing pick lists you may now limit pick lists to back orders that have been partially allocated or fully allocated stock, simply by selecting a suitable option. (There is no longer the need to amend your pick list form template for different situations, and then use combinations of different form templates.) • You may now print or email, or print and email, when releasing invoices from the Back Order Control Centre.
- The Back Order Control Centre now tracks the pick list print date and time. To view if or when a picklist was last generated, add the ‘Print Date’ and ‘Print Time’ columns to the Back Order Items list. • It is now possible to update customer required dates, and/or your internal forward allocate dates, in bulk per order, using the Back Order Allocation tool. • You may now maintain the same average cost across multiple locations for the same product item.
- Record locking protocols have been improved for Sales Orders, Invoices, and Quotations. It is now possible to raise and save transactions while stock items are being edited and therefore ‘locked’. In previous versions editing prevented transactions referencing those items from being saved. Updates are now buffered, and date and quantity adjustments are made after stock record editing is completed. While it is generally not recommended to edit stock records and place orders, quotes, or invoice them at the same time, it is now possible to perform such tasks simultaneously.
- The internal SMTP (email) communications libraries have been updated to be compliant with the latest industry standards.
- It is now possible to assign a product type to your inventory. Default types include Standard, Special Order and Discontinued. Your own types may be added.
- The Cancel Transactions tool allows you to cancel old transactions in the system that remain open. Use this tool to tidy up Sales Orders, Purchase Orders, Quotations, Return Authorities, Stock Transfers or Requisitions that were never closed.
- When location access security is active, users may now be assigned access for up to 9 locations, an increase from 6 in previous releases.
- Checkout Mode added as a new keyboard mode for standard transaction input. Useful when you wish to do single item scanning in similar fashion to a supermarket self serve check-out and do not wish to operate CAPITAL Touch Point of Sale.
- When a supplier account is opened the date of creation is now automatically stored against the account’s record. • Transaction menus now include a Display Account Notes Reminders & Alerts When Opening option, found under the Options menu.
CAPITAL Server Agent
- CAPITAL Server Agent has been enhanced with new service options such as scheduled back-up and periodic cashbook recurring transaction posting.