Reminding your Teams, Suppliers and Customers just got easier with Repeating Scheduled Messages

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

New Way of Pricing your Products & Services

Sunday 19th July – The new new method of pricing has gone live. It does several things:

  • It allows to you have another layer of pricing and discount
  • It simplifies the way prices are managed

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.

Changes to the way Zigaflow handles Prices over the Weekend

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.

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.