Order Management System. What's new
← Version 1.36.17.8

Updates for OMS Desktop System

Company Settings:

  • Order Settings -> Sales Order tab:
    • “Don’t prefill Customer Ship to address by default” checkbox:
      • was be added to the “Sale Order Settings” block next to the “Tab from scan item to scan detail” checkbox;
      • isn’t checked by default ;
      • if the checkbox is checked on the POS /SO:
        • the customer default address isn’t prefilled by default;
        • if the user without Ship to Address marked Order as Delivery -> Ship to field is required and Save / Accept Payment buttons are disabled;
  • Customer tab:
    • “Use Address Line 1 as Address Name” checkbox:
      • was added tothe “Company Settings” -> Customer -> “Additional Settings” tab -> General Settings block next to the “Add Customer address on PO” checkbox;
      • isn’t checked by default;
      • if it checked  -> on the Customer edit form:
        • the ShipTo_1 (2, 3, 4)… isn’t generated in the “Ship To” field;
        • in the Ship to field -> is displayed “Address Line 1”;
        • Ship To should be unique;
      • it also works for Orders listed below:
        • Sale Order / Point of Sale;
        • Ship Order;
        • Invoice.

Dictionaries -> Dynamic Dictionaries List:

  • Drivers:
    • was added new dictionary name;
    • was added to the Datagrid:
      1. Name -> Drivers;
      2. Type -> Driver;
    • after click on this dictionary:
      • the Drivers Dictionary List form is opened:
        •  the form contains:
          1. Top panel:
            • Name textbox -> displays the name of the dictionary;
            • Type Dropdown:
              1. contains “Driver” type; 
              2. with one type can be created only one dictionary;
              3. if the user tries to create one more dictionary with such type the validation is displayed: “Dictionary with “Driver” type already exists. OK ”
            • Delete button -> select line and click:
              1. if the Driver wasn’t used  for any Orders -> the OMS message is displayed:
                • Text: “Are you sure you want to delete?”
                • Buttons:
                  • Yes -> the pop-up is closed and Driver is deleted;
                  • No -> the pop-up is closed and Driver isn’t deleted;
              2. if the Driver was used for some Orders -> the OMS message is displayed:
                • Text: “You can’t delete this Driver because it is used”
                • “OK” button -> the pop-up is closed and the Driver isn’t deleted;
          2. Datagrid:
            • checkbox;
            • Value -> the Driver Value is displayed;
            • Description -> the Driver Description is displayed;
          3. user can edit each Datagrid line
          4. Buttons:
            1. Cancel -> list form closed and nothing changes;
            2. Save -> list form closed with changes;
  • “Driver” dropdown:
    • was added to the next Orders:
      • Sale Order;
      • Ship Order;
    • contains the List of Drivers from the dictionary;
    • isn’t required;
    • the logic is the next:
      • if was added Driver on the Sale Order -> it is prefilled for Ship Order: 
        • the user change Driver on the Sale Order -> it is changed on the prefilled Ship Order:
          • if on the Ship Order driver wasn’t changed previously;
        • the user change Driver on the Ship Order -> it isn’t changed on the prefilled Sale Order;

Point of Sale:

  • Make A Sale tab:
    • If the user in the “Select Customer” dropdown filled phone:
      • also, was added search by the next phones from the Customer edit form:
        • Main phone;
        • Work phone;
        • Mobile;
        • Phones from the Contact Card Datagrid;
    • If the order was marked as “Pickup” -> after saved:
      • this Pick Order is automatically created;
      • the Pick Order is printed;
  • Load Orders tab -> Order with open balance Quick view panel:
    • after click on the “Accept Payment” button:
      • the user adds full payment;
      • Order Receipt is printed for the full order process.

Sale Order List form:

  • “Export” multi-button -> “Export to Excel with Items” Action:
    • “Custom Price” column:
      • was added to the Excel File;
      • was added next to the “Item Rate” column;
      • are displayed the next values:
        • Yes -> if for an item in the Order was used Custom Price;
        • No -> if for an item in the Order was used A / B / C Price level.