Reminder Audit for Web Users At the beginning of this month,
we added new features to our Web Users screen. One of these
features was the ability to send an Abandoned Cart Reminder
email to users that have items in their cart but haven't
submitted an order yet. We have now added an audit of when the
last time you sent an Abandoned Cart Reminder email under the
History tab of a web user.
Invoice Sort Order Bug Some of our members have noticed their
discounts gathering at the bottom of their Invoices. We have
investigated this issue and found there was a hiccup while the
document was being generated. Our update should fix the issue,
but if you notice the sort order changing, feel free to give us
Improved Tree-Table Views (TTV) We've done extensive work on
the Tree-Table Views (TTV) that are used throughout PlantX. The
effect should be fewer bugs in the display and faster
operation. It reduces the amount of code we need to write for
new features and shrinks the overall size of the system. We
will now begin applying the TTV to other areas of PlantX.
Include Order Comments from Web Your customers have always
had the choice to enter comments on any order that they place
on the website. These comments later show on the Order
Messages/Notes tab but some users have found they needed to
read the comments even before looking at the order. We have now
included the comments field on your automatic order notice
email so you can read at a glace what your customer is trying
Changed Invoice Checkbox Label When Creating or Updating an
Invoice, users have the option to manually override which
invoice they would like to update. This feature has always been
there, but hidden behind a "Show All" check box. We
changled the label to say "Choose Exsisting Invoice"
for a more intuitive choice.
Document Listing Bug Fix There are two areas to print a
Document Listing from. You can choose to print from Add Reports
or Action | Documents. Some of our users had noticed a
difference between printing in Add Reports vs the Documents
screen, even though they were using the same template. We fixed
any inconsistencies so you are free to print from where ever
Error on Accounting Documents Some of our members have
encountered a "Null Error" after attempting to change a
field on their Credit Memo or Payment documents. There is some
extra strict checking of the accounting documents for payment
terms, except credit memos and payments don't have terms or
have a way to change them. This fix allows the Credit Memos and
Payment documents to forgo payment terms and still be deemed
acceptable accounting documents by PlantX.
Personalized "From" Email Address Any email addresses
sent from the website or PlantX will now show as
"email@example.com" to reduce any confusion from
your customers. Previously the email address was
"firstname.lastname@example.org" but we found many of our users
having to explain it was from the program they were using and
not a fraudulent account.
Label Fields We have added six new label fields to the Label
Designer to help you in the middle of Shipping! You can now
select Shipping addresses by line, up to four lines. You can
also select the Shipping City or State independently. The best
part -- we added these fields for the Billing customer as well.
Material Facts Spacing Now when you add your Material Facts
to your materials on the Materials screen, your web page should
mirror the exact layout! Before PlantX compiled all of the line
breaks to one paragraph, now you can have multiple paragraphs
in your Material Facts
Report Criteria Order Reports now have a subbed/not subbed
toggle filter inside the Report Criteria that will allow you to
remove substituted line items from an Order Report
User Enhancements We enhanced the Web User window to get the
most out of your PlantX hosted website! You can now view Qty
Ordered and Order Value on the web users screen. Add this
column by clicking the Table Settings icon and choosing Select
Columns. You may also notice two new icons, these are
"Send Cart Reminder" and "Clear Cart". The Cart
Reminder is an email that you can send to Web Users after they
have abandoned their cart. It is shown that Reminder emails are
a huge conversion tool for prospective customers.
Finally, we have added new report fields for Web Users to build
accurate reports on possible sales. You can find a copy of the
report fields here.
Truck Notes Fix The Truck Notes field on the Trucks screen
will now line wrap rather than expand the width of the field.
Load Tab Column Choices We have added "Weight" as a
Column Choice on the Load tab of an Order.
Interface Enhancements Our goal is to help you use PlantX to
efficiently manage your Nursery stock. We are in the process of
enhancing the way our software is laid out to visually
communicate the work flow.
Inspect Log There is now a running history of all changes
made to the Inspect Log. These can be viewed under the History
tab of a Supply.
Rapid Location Entry You can now enter a sequence of
locations all at one from the Location screen. Simply highlight
a location, click the "Repeat" button and enter the
quantity of locations. Remember to start with a 0 base when
numbering locations. For example, 001 - 200.
Change to Tag Designer The Order Item tag will now be called
the Retail Tag that includes two new fields: "Retail
SKU" and "Retail UPC". Both barcodes refer to the
customer supplied UPC or SKU.
Deprecated Field Notice We have added a new feature that will
notify you when your report uses a deprecated report field
name. Deprecated field names are report fields that are less
preferable to other field names that we created since then. The
report will have the correct field name suggested. You can then
choose to edit the field yourself or give us a call and we can
fix the field and get you back on track.
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.