What's New

From PlantX.net

This page shows recent features and enhancements to PlantX.net. This page replaces the older version list shown on the Release Notes.

Release 6/4/08

• Improved Availability Report
  • The new availability report has many new features that lay the groundwork for all reports. These include:
    • Select columns, the order they appear in and the relative width.
    • Select the grouping used, e.g. by material name, attributes, catalog item type, etc.
    • Upload custom graphics for the page header
    • Save all settings for later reuse
• Consignment Edition
  • Lead source tracking for sales (invoices)
    • Enter any number of lead sources, e.g. freeway, radio, magazine
    • Sales program requires selection of the lead source at POS
    • Queries and reports for invoices by lead source

Release 4/29/08

• Minor improvements and fixes.
  • Crops are now either available or archived, not both.
  • Stock adjustments can be entered with quantity 0 in order to audit recounts with no changes, or to record inspections.
  • Ability to drag-n-drop portions of a supply to supplies from other crops. Previously it was restricted to the same crop for accounting consistency.
  • Option to print a list of materials that do not have any pictures related to them.
  • The supply listing in the inventory view is by sorted by location after they are first sorted by crop.
  • Shipped report has an option to hide the detail, dramatically reducing the length of the report.

Release 4/27/08

• Revised Invoice, Packing Slip, Order Acknowledgment and Order Confirmation reports. The reports are now printed from the reporting servers and use a unified set of selection parameters in the reporting wizard. Instead of lumping all selections in a single wizard frame, the selections are spread over several, easier to read steps. All of the format selections can be saved and reused from one run to the next, making selections consistent from one run to the next, and cutting back on the need for redundant selections each run. This also paves the way for selecting report format for use on the website.

Release 4/16/08

• New Lading Report. This new lading report prints a lading report, designed for use as a Bill of Lading. Notably, it prints multiple copies, e.g. nursery copy, trucker copy, customer copy, etc. It uses our new reporting server technology and is a prototype showcasing our improvements to the reporting wizard. The reporting wizard breaks the report selections down into smaller more manageable steps, allows for custom report graphics and saves settings for future report runs.

Release 3/28/08

• More sources for printing Catalog Tags. Previously, the quantity of catalog tags to print was entered by hand or used the allocated quantities from an order. Now quantities can come from a specific load on an order or the remaining trees to ship at a location.
• Custom report title for availability. Since availability reports are printed for any number of reasons and everyone seems to have their ideal report title, we have created an extra parameter that is the report title of the report. You can customize the field to your liking.

Release 3/07/08

• New options to send notices to web users. With a button press send Access Granted, Account Created and Password Reminders to website users.

Release 3/03/08

• New optional column for order confirmations to print list price. To clearly show the difference between the listed catalog price and the discounted prices that you give your customers, a new column showing the list price was added to the order confirmation.

Release 2/15/08

• Additional styling to website orders and order item presentation. Since there were a number of new columns added to the order listing, new coloring and column outlines were added to make the columns easier to read.

Release 2/14/08

• New Reference field on orders. This satisfies the requests for another cross reference value to print on order confirmations.
• Website orders now show amounts shipped. When your customers browse their orders online, if the order has a status of confirmed (or higher) they can see the shipping progress of the order.

Release 2/13/08

• Show available count option added to the inventory view. Selecting View | Show Available Count displays the available amounts on the catalog item tree view.
• Supply Margin report has an option to print by location.
• Shipped and remaining columns now appear on the website orders. Your customers can login to your website and get the shipping status of their order.

Release 2/11/08

• Load report has new option of selecting extra column content. Previously, the column either showed the sale price or nothing. Then we added an option to show the retail price. Now, you can optionally select to show the location.
• Supply Margin report now prints by location too. A new option was added to the Supply Margin report to sort the report by location.
• Unassigned loads now respond to changes in Order status. When an order status is changed to shipped, unassigned loads no longer show in the Unassigned Tab in the Truck Window. Although this is how is has functioned, it was inconsistent.

Release 2/07/08

• New Supply Margin report. This new report list the supplies by catalog item, showing the cost with the catalog pricing, the profit margin and markup. (sort by location coming soon)
• Customer accounts carry a default markup. If a customer uses a flat markup across all plant costs, you can enter the amount in the Customer Window | Settings Tab. Each time an order item is added to the customer's order, if there is no saved retail amount, it will automatically calculate the retail using the default margin.
• New retail label format option for those who do not want to print UPC codes and instead use the entire label for descriptions and plant facts.

Release 1/16/08

• New Customer Export CSV for Blackberry phones. Use the Export CSV (Comma Separated Values) option of the Customer Window to create a file that can be imported into other applications. The CSV file has been formatted specifically to work with Blackberry mobile devices. By using the ASCII Importer/Exporter that comes with your Blackberry, all of your customer contacts can be copied to your Blackberry phone.

Release 1/10/08

• New Export Comma Separated Values (CSV) file from Materials list. If you need to use the catalog information from PlantX.net in other applications you can export the entire material list to a CSV file. The CSV file can then be imported into a spreadsheet or other database applications.

• Found and corrected an obscure error when sorting catalog items that used the ground bud and/or rooted cutting attributes.

Release 1/08/08

• Added two new Catalog Pricing Reports that produce spreadsheets with the current pricing. The Pricing by Material report creates a spreadsheet of prices ordered by material name, the same order as the inventory view. The Pricing by Attributes report will group and order prices on catalog attributes, which tends to group plants of similar size or container, which are likely to have similar prices. Each report should give you a means of cross referencing prices.

• New picture cropping feature! Select a portion of each picture to act as the icon for use on the website and in PlantX.net in general. A main crop can also be set to trim the full size view of each picture. A reset button set each crop to the optimal size and shape. The cropped region can then be adjusted in size and position to choose the precise portion of the picture. See the Picture Reference and the Picture Adjust Tab for details.

Release 12/21/07

• Added more Inventory Batch Change options. You can now collectively change the tag color for the selected catalog items.
• Added the substitution option to the Order Entry Tab. You no longer need to go to the Order Items Tab to mark an ordered item as substituted. We also created a new icon for this option.
• Standardized the date/time and page number footer on the Order Load (OLD) report.

Release 12/19/07

• Made the substitution option on the order items view a single click. No longer do you need to toggle a check box, just click the toggle substitution button. Remember, if you have any inventory allocated to the ordered item and plan to do a substitution, you will need to remove the current allocations first.

Release 12/17/07

• Added a few more options to the Inventory Batch Change feature.

Release 11/21/07

• Created new Catalog Item Type. Similar to the catalog item option sort field, the Catalog Item Type more clearly defines the type of a catalog item. Categories are used to organize and sort the Material Library and the Catalog Item Types are used to organize and sort catalog items.
• Inventory can be sorted on new Catalog Item Type.
• The order list on the Inventory Window Supplies/Orders tab now shows the total amount shipped for each order item. Previously, the line showed only the amount shipped from the currently selected supply. This should reduce the confusion and avoid the need to scan the entire supply list for shipped amounts.
• New Inventory Batch Change feature expedites the changing of miscellaneous catalog properties including pricing, container deposits, revenue accounts and many others.
• New option to update the costs and sales amounts of one or more items in an item group.
• Fixed the apply button on the Invoice Window. The button will only become active when you change any value in the header of the invoice and when you press the apply button, it will deactivate until you make another change.
• Fixed the stock adjustments to handle larger quantities.
• Category and Catalog Item Type maintenance moved to the Action | Maintain menu.
• Removed unnecessary and confusing past due aging column from the account ledger tab.
• On-line support feature now supports our new fiber network.

Consignment Edition

• View all items now shows the sale price if the item is on sale.
• Item sale price can be adjusted by amount or by discount. Entering one value will calculate the other.
• Audits show dollars and cents when changing the cost, retail or sale amount on an item.
• Sale price and discount show on the Plant Window.
• Added sale price and sold column to Item Group detail list of items.
• Item Group Window has been rearranged. The list of items is now below the list of groups. This allowed for more room to see the numerous columns shown for items.
• Item Group detail report now lists the retail, discount and sale amount.

Release 11/15/07

• Added new attributes for root type. Tray is used when plants, namely flowers, are sold in a tray. Use the Cell or Flat type and the Flat/Cell Count to further describe the tray if necessary.
• Added to new QuickBooks connection options to diagnose issues with various installations.

Release 11/12/07

• Exporting an individual invoice to QuickBooks prompts you to first link the account if it is a new account not yet linked.
• Corrected the new Supplies and Orders tab on the Inventory Window to update correctly when the View | Supplies for Achieved Crops is toggled.
• Added "Partial Ship" as a new Order Status. Use this status when only part of the order has shipped and further material requires shipping.
• Printing a deposit invoice from an order now includes the due date.
• Printing the prices on the Dig Location report is now optional.

Release 11/1/07

• Better column sizes on Supplies by Location report. Longer materials and attributes wrap correctly and the report footer is standardized.
• Supply lists with only a single entry will no longer steal the focus when you scan down the catalog list. This bug/feature had a tendency to interrupt the key entry while searching for a catalog item.

Release History