Make sure your team does what is needed every time – set up the tasks that need doing when a quote, job, etc. move status.
If you want a task to book a site visit when the client confirms a quote, or for the purchasing manager to check stock, these can be automatically generated and assigned to a specific team member.
Find out more here.
When you add attachments to a quote, job, etc. you can now immediately drop it into an ‘Shareable’ section or an ‘Internal’ one.
When you then build or send a quote or job confirmation, etc. those that are in the internal section are not added whereas the shareable ones are. Use the double arrows image to move files between one state and the other.
This is a simplification of the ‘Preview’ eye in the old version:
If you have different processes in your business, for example manufacturing, and installation, or retail, and business-to-business, you can now see and manage them easier in Zigaflow with the Workflow functionality.
Set up specific statuses for each workflow or share them between the workflows. A quote, job, invoice etc. will move through those statuses only unless you move it to a different workflow.
This functionality will allow Zigaflow to mirror better your different business processes.
Find out more here:
If you want to send a scheduled message to your staff to follow up on a quote, or to a supplier to remind them to acknowledge your purchase order, or a customer to sign-off on your artwork, you can now set the scheduled messages to recur until the status of the quote/job/eForm/invoice/purchase order it is based on is changed.
To set this up, select:
-Configure
-Quotations (or a different function)
-Scheduled Messages
-Add a new message or edit an existing one
-Set the recur tick box and enter the number of days to recur after
Sunday 19th July – The new new method of pricing has gone live. It does several things:
For example, you can have headline price, such RRP or MRP. We’ve called this the initial price.
You can then have a ‘list’ price in your price list which is discounted against the RRP or MRP. These will come from the new style price lists.
Finally, you can have a sale price that maybe discounted to the price list price.
Effectively, this means you can give a ‘standard’ discount to a client and then one specific to the quote.
As part of the change, we have also simplified the use of price lists. Before this, you had to set up price lists to put any prices into the system. Now, all you need are prices for items against a currency. So, if you don’t have specific prices for specific clients you don’t need to use price lists at all.
You can only have one initial per currency and this has moved to the bottom of the item edit screen to allow multiple currency prices.
If you want to add volume discounts to the prices, then use a price list.
Price lists can be set up in the Cog -> Business Settings -> Price Lists.
Over the weekend we are simplifying how prices are handled. Currently, all prices are held price lists. Under the new method, you will have one price for a currency (for example your list, RRP, or MRP) for an item (service or product). If you want to give certain clients different prices you will be able to select price list that contains discounted or special prices.
This should make the pricing easier as under the old method would need to enter the RRP or List price in each price list.
We will be running scripts to convert the price lists over so you should not have to do anything.
When you create a quote you will be able to select a currency and then a price list.
If you use tracking categories to analyse your sales and purchases in Xero these can now be pushed over from Zigaflow on sales invoices and purchase orders.
Find out how to do this here.
We’ve added more control to sections so you can insert before or after the current section, collapse one or more sections to make it easier to view multiple sections, and drag and drop them into new positions.
Adding Sections
You can add a section before or after the current section by click on the menu button at the right of the section header.
Collapsing Sections (Hiding Details)
This allows you collapse or concertina a section.
Collapsed
Drag-and-Drop
Its even easier to re-arrange sections as you can now drag-and-drop them. This is possible both in expanded and collapsed states. To do this, hover your mouse over the top of the section until the cursor turns to the cross
Click on the section and move it to your preferred location on the document.
The Net figure for a section has been moved to the bottom of the section and also made more prominent than the gross figure (tax inclusive).
Improve your notes and section notes by using tags. For example, if you want to add the Description into your section note or note simply add the {Description} tag.
This feature is most powerful when used on templates as it makes the resulting document even more customized.
For example, if {Description} is added to a section note:
It will resolve in the document:
