Order Management System. What's new
← Version 1.31.38.0

Statement tweaks

Added ability to create Bulk Statements and display only Customers with Open Balance on the Customers list form

Open Balance only checkbox

Create Bulk Statements panel (Send Email)

  • opens after Create Bulk Statements button clicking.

  • includes:
    • toolbar with ability to
      • add group of Customers with specified Type or Zone
      • Delete some Customers from the datagrid
      • change Statement Date
      • specify Statement Period
      • display only opened transactions
      • send email on required Date and Time
    • datagrid with selected Customers names, emails
    • Email Template block
    • Create Statements button. After clicking on the button
      • pdf files for every checked in datagrid Customer will be created
      • Browse Window for Statements saving will be opened

    • Send Statements button. After clicking on the button
      • pdf files for every checked in datagrid Customer will be created
      • if wasn’t filled Send on Date then after clicking on the button:
        • the emails will be sent immediately
        • envelope icon in the datagrid should be colored in blue
      • if was filled Send on Date then after clicking on the button:
        • the emails won’t be sent immediately
        • the emails will be sent according to the selected date & time
        • the new icon with “pause emails” should be added to the checked customers

Customers list form

  • added checkboxes column on the left of the Name Column
  • after clicking on the Statement button, Create Statement pop-up described earlier should be opened. On the opened Pop-up should be prefilled current Customer data