Permission Changes for Archived Documents Previously users
could change ledger documents even after they were archived. To
prevent accounting errors, we disabled the ability to edit
documents after they have been archived. You must first
"un-archive" the document by highlighting the document
in the Ledger Archive and clicking the blue box with a cross
through it titled "Restore Entry".
Improved Customer Import Import customers with a .CSV file
even easier! Simply upload the .CSV file to PlantX and map the
columns to the columns in your spreadsheet. If you need help
importing new contacts, feel free to give us a call!
Tag Labels We have added the Catalog Item UPC and renamed the
Order Item UPC to "Retail UPC". The barcode will
resemble a boxed gradient to give you better control over the
size of the barcode.
Column Sorting in Inventory Most of you are familiar with the
column sorting in PlantX. We have extended this to our
Inventory screen as well. If there are any additional columns
you would like to see, please call and let us know!
Multiple Orders from Inventory Screen Expedite your Order
process by toggling "Sub" to multiple Orders at once.
Note: this will not make any substitution changes to the Order,
it will simply post the line item as "Subbed".
Changes The team at PlantX have been making big changes to
the look and feel of your websites! Catalog, Comparison, and
some Availability pages have been redeveloped with Angular code
to speed up your page and increase user engagement. If there
are any additional changes you would like to make, feel free to
give us a call.
Order Tabs Bug Members noticed the Order tabs merging with
the Label Designer tabs when switching between screens. We have
fixed this bug so each screen will render their own design
Truncated UPC Code When entering items from the Quick Entry
bar of an Order, the Order Item information will now show the
full UPC code.
Downloadable Reports Sort Order Now your customer's
Downloadable Reports will sort from most recently created to
older reports. Remember to check "Disclose" when
printing a report so your Users can find them under their Order
Hidden Locations We have hidden locations from all views when
you hide a location from Action | Maintain | Locations. Before,
we showed all locations, hidden or not, for historical
reference. Now, you must first "un-hide" a location to
select hidden locations from a drop down.
Hidden Sales Reps We have hidden Sales Reps from all views
when you hide a rep from Action | Maintain | Sales Reps.
Previously, we showed all Sales Reps, hidden or not, for
historical reference. Now, you must first "un-hide"
Sales Reps to select hidden reps from a drop down.
Reset Pricing We have added the ability to change what price
list is being used on an order, even after you may have created
it! To reset the pricing of your Order Items, go to the
Settings tab of an Order and change the Price List from the
drop down options. Next, click Edit | Reset Prices, then the
base prices of the Order Items will change. This is perfect to
use in conjunction with the Batch Pricing Change feature.
Batch Pricing Change You can now change the Price List of an
order from the Orders screen. Highlight the orders whose price
list you wish to change and right click or click the yellow
triangle on the right hand toolbar. This is perfect to use in
conjunction with our Reset Pricing feature.
PO# to Loads If you invoice by load rather than order, this
feature will benefit you. You can now override the PO# of an
order from the Loads tab in the Order window. Double click the
Load that you would like to assign a PO# to and enter the new
PO#, click OK when you finish. You can reference this number on
reports by using [load.ponumber].
Cities as Column Choice You can now view your customers' city
as a column choice. Right click the columns to change the order
and appearance of the columns and drag "Cities" from Hidden to
Locations under Action menu Locations are seeing much more
attention now than when the software was built over 15 years
ago. We have decided to take Locations out from the Maintain
sub-menu and instead move it under the Action menu.
Merge Pricings and Setting Tab in Customers Window Our lonely
pricing tab on the Customer window has moved to the Settings
tab. This will free up some space on your window and improve
readability of the tabs.
Highlight Single Line item Our goal is to help you run your
business as efficiently as possible. We have improved the
search on our Orders screen so that when a search filters to a
single entry, the entry will highlight.
Search by UPC On the Inventory screen you can search for your
materials by Name, SKU, and now UPC. Now you can find your
plant no matter what!
Calculate Load Footage with Weight Previously our members used
a special Load Factor to calculate the estimated footage for
their material. You can now use Weight to help calculate the
same footage. Enter the weight on the Misc tab of the Catalog
Item and then enter the same weight as the Load Footage. Our
new formula will translate your weights into footage for you to
use when building trucks.
Batch Change > Sort by Root You can now sort by the Root
attribute of your Catalog Items when batch changing inside the
Increased SKU Field We have accommodated longer SKU numbers by
increasing the SKU field on the Catalog Item from 10 characters
to 13 characters.
Report Field We will now have a field that allows you to print
the first material picture for a report. The new field is
[parms.firstpicture] and will only return the first picture
shown under the Pictures tab of the Materials screen.
Delivery Charge added to Order Totals The order totals at the
bottom of an order reflects the sum of all materials either
ordered or allocated. Now, we have added the delivery charge
added on an Order in the total as well.
Right Click to Change Req. Ship Date Now you can change the
Requested Ship Date of an Order right from the Order window.
Simply right click an Order and select "Change Requested
Fixes Previously we added the Calculated Footage to the Order
window, we recently changed the footage so now the number will
respect your footage display setting.
Detailed Supply Adjustment Notes When sizing-up stock we have
now included the original size and the new size in the
Adjustment Notes. Now you can visually inspect a catalog item
and see the growth of that plant.
Minor Bug Fixes We fixed an error in the Web Users search
filter and improved our Documents search page under Action |
Documents. We also fixed a Windows bug that was truncating the
Account name on the Info tab of their Order.
Currency Field on Customer We have added a Currency field that
can be filled with any currency abbreviation. This field can be
referenced for reports to international customers that need the
currency defined so they can pay appropriately.
'Mix-in' Supplies You can now view Supply information
on a Shipping report by toggling the Mix-in Supplies check box
on the Report Criteria. This will be helpful when you want to
compare current allocations to supply numbers or reference any
part of the supply on your report.
Inventory from Allocation Tab Currently members can view the
Inventory of an Order Item by right-clicking the material or
highlighting the material and clicking the 'View
Inventory' button. We have extended this feature to the
Allocation tab so you can quickly view the Inventory
information of an Order Item.
Calculated Footage to Order window You can now view the
calculated footage of an Order from the main Order window. This
will only work with Orders that have allocations and will take
a minute after adding the column to calculate the totals.
Length Truck Notes The Trucks window now have their own
Notes. This information will be helpful in collection
temperature information, notes about the driver or the broker,
User Permissions We have added a new permission to our Member
Settings that allow you to choose who has the authority to edit
a discount on an order.
Running Footage Calculation Build your loads even faster from
inside the Load Manager with our new running Footage
Calculator. When you select more than one material, you will
see the sum of their weights, load factor, footage and
allocations. Now you can eliminate the guess work when building
loads or trucks, just highlight your materials and start
Automate Post Load/Order Invoiced Every member now has the
option to automate posting their load or order invoiced.
Currently, there is an extra step between creating an Invoice
and marking the load or order as invoiced. Now, in your Member
Settings under the Accounting tab is a toggle to automate this
process. Once you toggle the setting on, any time you create an
Invoice the load or order will post itself as Invoiced.
Batch Auto Allocate Does your Nursery operate on a first
come, first serve basis? This new feature is geared for you.
You will now have the ability to Auto Allocate multiple orders
from the Order list by pushing the gear icon on the right hand
Detailed Report Descriptions Communicate easier with better
report descriptions inside of the Reports window. Now, you can
see the account that the report was printed for in the
Description field of your report list!
Better Report Names In addition to detailed descriptions, we
have changed the Report Names to better describe the report you
are looking at. From the Reports window, you can tell at a
glance who printed what report for which customer.
Customer Balance from Order In a way to reduce window
switching, we have added the customer ledger balance to the Info
tab inside of an Order.
Column Choices We are showing you more information than ever
before, you can now see a Web Users Last Login time as a column
choice in the Web Users window and the Customer window. Also,
you can add Sales Reps to the Order List window inside of the
Report Criteria Tired of seeing all those 0's in your shipping
report? Now you can toggle to "Hide Allocated with a
Quantity of 0" from your reports. Want to see the 0's on
your load report? We have included a toggle to "Include
Supplies with 0 On-Hand".
Split Loads Complete your data entry in seconds with the Batch
Split Load option. Do you have a Master Order that needs to be
broken off into different loads? Do it all at once from the Load
Manager tab of an Order. Select the materials you would like to
split from the original order and push the split truck button.
Now, enter the quantity of each Order Item and assign them to a
load. You're all done!
Cart Page We decided to redesign your Cart page to ensure the
most online orders. User experience is the next big thing when
it comes to E-commerce, if your customers are happy ordering
online, they tend to order more.
Partial Percentages Previously PlantX would round a
percentage up to the next whole number, we want to be more
accurate than that. Now, PlantX will calculate and also accept
partial percentages in the Surcharge and Discount field.
Time Stamp to Web Carts Your customers have been shopping at
all hours of the night and now we implemented a time stamp to
prove it! You can now see the last log-in time on a Web Cart
from the Web Users window and inside of the Web Users reports.
Try running this report every week to get a detailed view of
any abandoned carts.
Order Status History We have improved our audits by adding the
Order Status history inside of the History tab of an Order. Now
you can see who changed the order status, and when, by checking
the order audits on the History tab.
Order on Sales Rep Edition Creating orders is even easier for
your Sales Representatives now by using the Sales Rep Edition
of PlantX. Sales Reps can now duplicate past orders and edit
them as necessary. This is beneficial to any nurseries that
have large customers or repeat orders.
Increase Document Description LengthWe extended our Document
Description length inside of the Ledger tab of a Customer to
250 characters. You can enter document numbers, notes or
anything else that will help you describe the ledger document.
Account Manager to Customer Info Tab We have added the option
of assigning an internal Account Manager. This option is
perfect if your nursery has a large administrative staff and
you want to establish who the liason would be between your
nursery and your customer.
Column to Report Criteria We recently added a new Column for
our Material Facts report! You can find the Cultivar of a plant
in the tree table view of the Report Criteria.
Triple-toggle Hidden Supplies We have added an additional
option when choosing Hidden Supplies for a report. At the bottom
of your Report Criteria there is a radio button that will toggle
which option you would like to choose for Supplies. We have
"Include Hidden Supplies", "Include Visible
Supplies", Include both Hidden and Visible Supplies".
Delete Retail PricesOur biggest goal is to help you save time
by using our Software, we just made that even easier! You can
now delete retail prices in batches from the Customer window.
Simply navigate to a customer and on the Retail Prices tab,
select multiple Catalog Items by either holding Shift or holding
Ctrl and clicking, then delete. It's that easy.
App Update We are including the Start/Ready date when looking
at a Supply on the Field App. Users will also have the ability
to edit this date right from your Android device.
Change "Show on Web" Terminology As a way for our users
to better understand PlantX vocabulary we are changing the
"Show on Web" term to "Publish" and
"Disclose". Internal Report documents will be can be
made available by toggling "Disclose", while Public
items like Material Facts and Pictures can be shown on the web
by toggling "Publish".
Entry on Location window Enter Catalog Items even faster from
the Location window. Previously members had to clikc the green
plus button every time they would like to add a Catalog Item,
now with a few keystrokes your inventory will be finished in no
Change Reporting YearYou are now able to Batch Change the
Reporting Year on an Order from the Order window. Previously you
had to open an order to change the reporting year, but now just
select the Order you want to change, right click and select
Change Reporting Year.
Allocations Clean up the Load Manager tab with this new
feature! Members will now have the ability to merge allocations
within the same load on the Load Manager Tab of an Order.
Over Supplies with Cost It's that time of year again, time to
count inventory. Luckily for PlantX users we have the roll-over
function inside of Crops. We have improved upon this to allow
the Patent information to roll over with your Catalog Items into
a new Crop.
Squashed Bugs We fixed an overflow issue from the Web Settings
window inside of the Pictures tab. Previously if, by accident, a
large picture was uploaded it would fill the entire window
blocking out the buttons to revert your settings and try again.
We included a scroll box just in case situations like these
arise. Now if you upload a large picture, it will be contained
within a scroll box giving you the ability to revert your
Suggestion Confirmation The team here at PlantX love to hear
what you have to say, now you can be sure we received your
message. Now, when you send us a Suggestion using our Suggestion
Feature you will see a confirmation to let you know it was
Additional Column Choices On the Order Items tab inside of the
Order window you can now choose to have Load Footage and Weight
of Ordered Items as a column.
Horizontal Scroll to Web Users window Previously some of our
members were having a problem seeing all of the informations on
the Web Users window. In addition to expanding the window, we
have added a horizontal scroll bar to fully view all Web Users.
Manager App Fix Your favorite app is getting even better. We
will include Order Statuses when viewing Orders and all Orders
will be sorted by descending date order with the most recent
Orders at the top.
Select Reports We have made it even easier to toggle which
reports to keep or share with your Sales Reps. Simply select a
group of reports and click either the green check mark to toggle
"Keep" or click the yellow triangle to toggle "Show
App Detail We are making it even easier to get your shipments
out on time! We are now including the "Truck Broker" and
"Company" on our Calendar App.
DM Field We have expanded our Debit Memo field to be as long as
our Credit Memos. Now you can type as much information as you
want without being cut off.
Weight on Load Our members will now be able to edit the weight
of the load without effecting any catalog items! This feature
will come in handy for anyone who may dig bigger root balls in
different seasons and don't want the hassle of changing the
catalog item weight twice a year.
Alerts We want you to use PlantX as efficiently as possible,
that's why we decided to add Order Alerts. Now, when the
Requested Ship Date is chronologically earlier than the Order
Date a pop-up box will alert you of the mistake.
Sales Reps from View Tired of seeing the same Sales Rep you
worked with long ago? Now you will be able to Hide Sales Reps
from view. Similar to how you can already hide Materials and
Catalog Items, simply toggle the "View" box next to the Rep's
name to Hide a rep. If you need to ever view them, you can go to
Edit | View Hidden Sales Reps.
Upgraded Clicker App We have now included the ability to search
for a location and to add a supply from the counting window!
Now, when you stumble across a new height you can add that
catalog item to your inventory while counting!