New Major Features
· Added Sales Dashboard in which enabled you to analyse your sales in various perspective.
Dashboard:
1. Matrix view for Location Sales with total sales figure and number of bills being issue (Cash Sales/Invoice/Credit Note/Debit Note/Adjustment)
2. Locations Sales Force (Year-To-Date as default) (Funnel Chart)
3. 12 Months Sales Trend (Area Chart)
4. Sales Figure Board which consist of:
a. Today
b. Yesterday
c. This Week
d. Last Week
e. This Month
f. Last Month
g. This Quarter
h. Last Quarter
i. This Year
j. Last Year
5. Day of Week Sales Force (Sunday to Saturday) (Doughnut Chart)
6. Quarterly Sales Performance (3D Pie Chart)
7. Daily Sales Force (Area Chart)
Products:
1. Products dashboard to indicate stock sales performance. Stock list categorized by Brand/Group/Category with board indication of Total number of stock in a categorized grouping with total number of stock being sold.
Look for interested categorized stocks by just simple press it and find out the analysis of stock under the group being sold.
Contained Top 10 Stock Sales by Quantity chart as default (customizable in different formats)
Also contained a Product Quantity Sales Force chart for a specific stock being selected.
Customers:
1. Listing of Customer Aging in summary with Top 10 highest customer aging in 12 months period by give an As at Date.
2. Overall Aging Trend chart as indicator of total amount of credit sales yet to be collected in past 12 months.
Salesman:
1. Matrix view for Salesman with total sales figure and number of bills being issue (Cash Sales/Invoice/Credit Note/Debit Note/Adjustment)
· Able to drag-and-drop zoom from Summary of Year-Month to daily with breakdown by document level.
2. Salesman Performance Board consist of all salesman total sales (default as Y-T-D) from top to bottom with present of salesman picture, name, phone and email and total sales figure.
** All charts are able to customize and create for your own preferable formats.
** All charts can be change to another chart view (such as Pie, Bar, Funnel, Line etc)
** All charts can be preview and print or, being exported as PDF
** All pivot grids (matrix view) are able to customized and create for your own preferable formats.
** All pivot grids can be perform conditional formatting just like in Excel. (e.g.: Highlight top 10 figures, set KPI icons etc)
** All pivot grids can be exported to Excel in fast.
** Date range for all dash board data could be changed on the spot individually.
The screen could be located on Customer Module – Enquiry – Sales Dashboard
· Added Salesman picture maintenance screen.
(The salesman image will be presented on Sales Dashboard – Salesman if any)
**Tips: You may take picture directly if any camera device was plugged-in such as Web Cam by right click on the picture and choose “Take Picture from Camera”
Customer Module – Setup – Salesman – More – Salesman Image
· Added Stock Brand/Group/Category picture maintenance screen.
The image will show in Sales Dashboard – Products section.
· Enhanced System User setup, image display can now auto integrate to camera (or Web Cam) attached to the laptop. Right click on the image and choose “Take Picture from Camera”
· Enhanced document posting performance such as cash sales/invoice etc.
· Added 5 Cents Rounding Options for Sales Cycle:
Quotation
Sales Order
Delivery Order
Delivery Return
Cash Sales
Invoice
Credit Note
Debit Note
Options:
Disabled – Mean no round cents adjustment will be applied.
Enabled – Mean optional for round cents adjustment, default is Yes
Enforced – Mean compulsory calculate for round cents adjustment.
The options could be found on: Common Module – Setup – Company Default Setting, 7. 5 Cents Rounding Options.
· Enhancement on grids (e.g.: grid listing and pivot grid in enquiry screen) by enabled multiple formats to be saved.
· Added Stock Top Sales Analysis report screen.
Inventory – Report – Stock Top Sales Analysis
Note: Obsoleted the report format “Stock Sales Analysis (Top Sales)” in Stock Sales Analysis – Summary as the format was unable to cater using Top analysis because it was contained others dimension such as Location/Salesman/Customer/Document Date
· Enhanced Supplier Quick Invoice screen to show out Purchase Account column by default.
· Enhanced Customer Credit Note screen to prompt message if there’s unapplied amount when attempt to save the document.
· Added INCard Point Collection method in INCard company system setting.
· Added INCard Stamp Stock Assignment.
· Added Setup MIFARE Card block list.
Closed Issues
· Fix Weighing Stock Export Template error when press More – Export to Grid.
POS Management – Setup – POS Settings – Weighing Stock Export Template
· Fix Chart of Account setup to prevent an account is able to promote as root account (which is invalid) and couldn’t revert after all.
· Fix error prompt of “An exception occurred on server: Table AcInvoiceMemberPoint does not exists in the schema.” When create new invoice and press cancel button. (This error happened when it’s first invoice to create and cancel.)
· Fix cost compute incorrectly if costing method is FIFO with matching of delivery order in customer invoice.
Note: Regenerate stock cost needed after update.
· Fix incorrect calculate on cost for below report there’re multi-uom transactions.
Stock Sales Analysis – Detail
Stock Sales Analysis – Summary
Sales Gross Profit Analysis
Article Sales Analysis – Detail
Article Sales Analysis – Summary
· Fix Profit Calculator cost presented incorrectly for multi-uom stock.
· Fix Balance Sheet retained earnings does not accumulated.
· Fix Trial Balance will not be able to tally if financial year started as pattern below:
|
Fiscal Year ID |
Date From |
Date To |
|
2014 HQ |
2014-08-01 |
2015-03-31 |
|
2015 HQ |
2015-04-01 |
2015-07-31 |
|
2016 HQ |
2015-08-01 |
2016-07-31 |
· Fix Trial Balance listing footer summary does not equal to manual sum by each account entries.
· Fix Supplier Aging and Customer Aging show matched record as advance, when document number same with match document and document date same with match date.
· Fix report Stock Sales Analysis cost not showing.
· Fix Multiple select screen for the selected records will become unselected once click on other columns than the checkbox.
· Fix Customer Receipt Applied and Discount amount will show upto 6 decimals when click on it. Now it will always in 2 decimals.