Sections: Drag-and-Drop, Collapse, and Insert Before or After

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

Computer mouse Pointer Cursor Drag and drop Computer Icons ...

Click on the section and move it to your preferred location on the document.

Use PDF tags in Notes and Section Notes

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:

SectionNote

It will resolve in the document:

Result

Add a Percentage Value of a Quote (for freight and other charges)

If you need to add freight or some other line item based on the value of a quote you can now do this easily:

  • Add an item to a quote
  • Select the menu button for that item
  • Select ‘Calculate Price Based on Percentage’

This will take the total value of the quote, apply the percentage and put the result in that line item. You can recalculate multiple times and the value will be overwritten.

Calculate

 

Stock Control Improvements – See free and on-order Stock

These figures can be seen in the stock overview screen but also for each product listed in a job.

StoclColumns

These will show ‘Load’ when the job is first loaded. The figures are not shown by default as the calculations could slow down the load of the job.

To see the latest figures click on the ‘Apply’ button and select ‘Refresh Stock Info’.

To find out more, see this article in the support section.

New Interface – Simpler Menus and Color Coding of Modules

New Menus

All the modules are now accessible from the Go To menu. For example, if you want to open the Quotations screen, select Go To -> Quotations.

To change the settings for a module, such as Quotations, select Configure -> Quotation Settings.

Change the Background Colors

Each module can now have a different background color to make it easier to know which module you are working in.

To change the colors, so that the quotation screens have a different background color to the Jobs/Orders screens select the Cog -> Business Settings -> Branding Colours & Logos and set them.