Changelog
Follow up on the latest improvements and updates.
RSS
improved
Various Performance Improvements
As part of our efforts to continually improve the performance of the Factory platform for all customers, we have made a series of changes that will greatly increase the responsiveness of Factory, especially for customers with large amounts of existing accounting data, or with very large lists of customers and/or suppliers.
The latest improvements will be especially noticeable when viewing lists of accounting customers, suppliers and item codes, or when using features such as the 'Change customer' function in order to search for customers.
In the coming months, you will continue to see various performance improvements being deployed, with a focus on Factory's search experience being at the center of these changes.
Convert Purchase Orders to Bills
- You can now convert your Purchase Orders to Bills to let your team know that they're ready to be paid
- When viewing a Purchase Order, clicking the new Submit as Bill(for unsubmitted POs) orConvert to Bill(for submitted POs) options will convert the Purchase Order to a Bill, changing its status to 'Billed'.
- When integrated into an accounting package, the corresponding PO will also be updated to reflect the new 'Billed' status.
- Note:the sending of new bills to your accounting package can be toggled ON/OFF via theSettings > Integrationspage. By default, this option is toggled OFF.
Changing the customer on Sales Orders
- You can now change the customer that a Quote or Sales Order is assigned to using the new Change customeroption when viewing an order.
- Changing the customer assigned to an order will remove all contact and delivery address details from the order, while maintaining all other information.
Other
- Updated the file name format of PDF attachments that are included on Quote, Proforma Invoice, Invoice and Purchase Order emails to 'friendlier' names.
- Fixed a bug that was sometimes resulting in incorrect Promised values in inventory tracking
- Fixed a bug that was preventing POs from being opened via the Linked Orders tab
improved
fixed
Various tweaks + fixes
- Fixed an issue that sometimes resulted in Due Dates not displaying on Invoice PDFs for Xero customers
- Fixed an issue that could result in incorrect Purchase Order pricing
- Fixed an issue that sometimes prevented Supplier Contact mobile phone numbers from saving
improved
fixed
Minor tweaks + fixes
- Dragging an order to the edge of the Workflow screen will now scroll the entire Workflow screen horizontally, allowing you to easily drop orders in statuses that would typically have been displayed off-screen.
- Various tweaks and improvements to the Import CustomerandImport Suppliertools
- Fixed an issue resulting in the colour dropdown being cut off when adding certain products to orders.
- Fixed an issue with the colour dropdown contents not displaying in alphabetical order.
- Fixed an issue for Xero customers that caused an order to fail to submit if content from an external website was pasted into a product's description
improved
fixed
Import Tool improvements + various tweaks
- The Import customerandImport suppliertools will now also import all delivery addresses and contacts (name, email, phone) from integrated accounting packages
- Optimised the main 'customers' page to improve search times when searching for customers with large numbers of historical orders
- Fixed a but that results in some quotes remaining in a 'quote' state after attempting to convert them to an order.
Payment terms
- You can now configure payment terms and invoice due dates for each customer
- Setting payments terms will result in invoice due dates being automatically calculated and displayed on each Invoice PDF generated for that customer
- To configure payment terms, check the Enable invoice due datesoption under each customer'sSettingstab, then configure their terms.
- Once configured, the next invoices generated for this customer will display a new Invoice due datefield.
- Note:Payment terms in Factory do not override any payment terms configured in your accounting package. Shortly we will release a further update that will allow you to enable Factory to override due dates on your corresponding accounting package invoices.
new
improved
fixed
Product Kit improvements + other improvements
Product Kit improvements
- You can now add products to kits from within a sales order.
- This change allows you to make once-off additions to kits that you have added to sales orders, without permanently changing your kit.
- After adding a kit to an order, click the options button next to the kit line item and choose 'Add product to kit'. You can then add any product from your catalogue, or once-off products, to the kit.
- For standard-priced kits, the kit's pricing will update accordingly based on the newly added products.
Other improvements
- Added an option to Custom Formula products allowing you to customise where the product's formula is displayed. You can find this new option under the Settingssection of your custom formula product's page.
- Updated the accounting import tool to prevent duplicate entries from being created.
- Fixed a bug related to inventory management that would result in incorrect On Hand values when a 'Delivered' or 'Picked Up' order is converted to a Quote.
new
improved
fixed
Various tweaks and fixes
- Xero Integration- adjusted integration to allow invoices in an 'Awaiting Payment' status to still be edited and resubmitted within Factory.
- Xero Integration- added an alert when attempting to edit an invoice in Factory that has partial or full payments applied to it in Xero.
- Other- added an option underSettings > Integrationsto show/hide accounting codes on orders and PDFs.
- Other- line breaks in the descriptions of once-off products and notes will now be reflected correctly on all PDFs.
- Other- you can now add line breaks to pricing table values.
- Fix- fixed an issue causing inventory levels to incorrectly adjust when Orders are converted back to a Quote.
new
improved
fixed
Various tweaks + fixes
- Various improvements to responsiveness on tablet devices
- Added a new option for Custom Formula products that will automatically round the formula output to the nearest number.
- Updated error messaging for accounting integrations when the corresponding accounting order/invoice has been deleted.
- Fixed an error resulting in Workflow displaying no orders if too many labels exist
- Fixed an issue impacting the search functionality on the Workflow page
fixed
improved
new
Various tweaks + fixes
- Added a new option to Custom Formula products, allowing you to automatically round the formula's ouput to the nearest whole number.
- Improved responsiveness of Productivity pages (Workflow, Planner etc.) on tablets
- Fixed an issue preventing users with the 'Standard (No Invoicing)' role from successfully submitting new Sales Orders under certain circumstances
- Fixed an issue resulting in the 'total price' section not displaying on Custom Work Orders
- Fixed an issue related to Cost of Goods Sold accounts not being correctly configured when products are 'tracked' in Xero.
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