May updates to WOAH SALES: Detailed production order PDFs, invoice export, more user permissions

Tom Riley, 17 May 2013

Here's a list of notable updates and improvements that made it into WOAH SALES during the last few weeks:

Detailed production order PDF.
In addition to the compact production order PDF, users with inventory/production enabled accounts can now print a "detailed" production order PDF that breaks production down by product and includes product images.

PDF notes for production orders.
"PDF" notes can be entered for a production order. These notes will be included on the production order PDF. Private notes can also be entered separately.

Export invoices in CSV format.
You can now export invoice summary information in CSV format. The download link can be found at the bottom of the Sell page.

Pricing is now hidden on packing lists.
We also plan to add an option to show RRP prices on packing lists. There is also the option to hide cost pricing on production order PDFs (available from Settings → Paperwork).

Product selection dialog improvements
When selecting products to add to customer orders, production orders, or stock operations, products are now sorted by name.

More permissions settings for user accounts
We've added more options for restricting what data your additional users can see when logged in and what actions they can perform. Navigate to Settings → Users & Permissions and click to edit a user login to manage their permissions.

Inventory, Production orders, Pick & Pack - now in WOAH SALES!

Tom Riley, 23 Apr 2013

The wait is over! Inventory tracking, production order, and "pick & pack" features are now available on all WOAH SALES accounts.

To get started, simply log into your account, click the "Inventory" tab and hit the "Enable inventory features" button.

Production orders & deliveries

The new "Manufacture" tab is the place to create and manage your production orders and record deliveries as they arrive. WOAH keeps a tally of confirmed sales and can automatically populate your production orders with quantities required to cover your sales.

WOAH keeps track of what quantities you already have in production and you can view excess inventory in the "Available to sell" report. You can also build "in-season" orders with quantities limited to available inventory and production.

Pick & Pack

When you're ready to start shipping, our pick & pack interface makes it easy for your shipping staff to efficiently and accurately process outgoing shipments, print delivery notes, make adjustments etc.

Create your pick tickets for individual sales and they will instantly show up on the Pick & Pack page. Pick tickets can be exported to a format used by your third party shipping company. We currently support the Bergen Logistics CSV format and will add more soon. Get in touch if you work with another fulfilment company.

Updated documentation

We've updating our online documentation to cover the various inventory and production related features. Here are some pages that will get you up to speed with the changes:

Managing inventory levels:

Shipping and pick & pack:

Production orders and deliveries:

You can get started with the new inventory features right now. Simply log into your account, click the "Inventory" tab and hit the "Enable inventory features" button.

This week's WOAH SALES updates and improvements

Tom Riley, 13 Apr 2013

Here's a list of notable updates and improvements that made it into WOAH SALES this week:

  • The new product entry dialog is a little more streamlined. You can now quickly enter your product variation colors, one per line, rather than clicking for each new variation.
  • We've added "comments" icons to both the sales and production orders list pages. Hover over the comments icon to show any notes/comments attached to the order.
  • When building your first production order, you'll have the option to automatically associate your existing products with the new manufacturer.
  • You can filter products by manufacturer.
  • The new "What's new?" drop-down in the navigation bar shows you the latest news from the blog - never miss a feature update!
  • The tax level of a production order is now editable.
  • Company logo now shows on pro-forma invoice PDFs.
  • BUG FIX Fixed an issue where new addresses added via the sales workflow were added to the companies database twice.

New setting in WOAH Classic - default email "from" address

Tom Riley, 11 Apr 2013

We've added a new global setting to WOAH Classic accounts - an optional, default, global "From" address that will be used in preference to the current user email address when composing emails from with your WOAH Classic account.

You can enter the default "from" address under the new "Email settings" section on your Settings page:

Record settlement discounts against invoices in WOAH SALES

Ari Helgason, 30 Mar 2013

WOAH SALES users can now specify an prompt payment/early settlement discount for their invoices, for example, a 3% discount for payment within 10 days. Those charging VAT will be happy to know that VAT is calculated on the net subtotal according to standard VAT regulations.

The discount (as a percentage) is added to a sale via the "Terms of Sale" dialog:

When you create an invoice you'll see the discount details broken down at the bottom:

When your invoice is settled early, you'll have a small outstanding amount left open on the invoice. Clicking the "+ Settlement Discount" button will result in the remaining balance being cleared and a settlement discount being recorded against the invoice.