New in Profit 8 -
Order management


Control the entire supply chain!


Merge attachments in a PDF invoice

Present all information in a single document

You can now include attachments in the PDF of the invoice. Examples are photos of receipts or invoices, designs, work agreements, etc. The attachment must have a PDF, bmp, gif, jpg or png format.

For now, this only applies to invoices in Order management and Projects. For this, the new field Merge the attachment with the sales invoice PDF has been added to the sales relation profile.

Attachments in the Excel and Word formats, etc. can't be included in the pdf.

Determining the origin of the attachments

You can configure where the attachments may come from with regard to the new function: only from actual costing or, for example, only from packing slips and sales orders.

For this, the Attachment issues field has been moved and made available at both automatic project invoices and sales invoices in the sales contact profile.

In Projects, you can also set up differently the issue of the attachment when compared with what you set up in the sales contact profile.


Attachments on group invoice

You can now issue attachments of an invoice that collects multiple sales orders. (Until now you could only issue attachments if the sales invoice came from one packing slip.)



Purchase requests

Expansions and improvements

The available OCI links have now been expanded with:

  • Scholten Medische Groep (medical)
  • Fabory (tech)
  • Oosterberg Webshop (electrics wholeseller)


You could already send XML orders in relation to the OCI links in Profit 7: Medeco, Lyreco and Raab Karcher.


Optimised:

  • rofit will now also display whether a field is required for each OCI profile. You can easily see whether the field is used in the link or not from this.
  • The XML order now includes the Project number field in relation to the OCI link of Technische Unie. If you include this field in your purchase request entry layout in InSite, the project number will be added to the XML purchase order.
  • You can now include the debtor number as a variable in the URL if the supplier asks for this with regard to the Profit OCI link. This value is retrieved from the Debtor no. (supplier) field in the profile.
  • There are now two new views for Purchase requests:
    1. Current purchase request lines
    2. All purchase request lines

Improved purchase request workflow

  • The Adjust attachments setting is now available in the workflow editor. If you select this field, the attachment linked to a purchase request can be adjusted if the request is in the workflow.The Adjust attachments setting is now available in the workflow editor. If you select this field, the attachment linked to a purchase request can be adjusted if the request is in the workflow.
    The Adjust attachments setting is now available in the workflow editor. If you enable this field, the attachment linked to a purchase request can be adjusted if the request is in the workflow.


  • If a purchase request is processed automatically by creating the purchase order, now the special Complete workflow action is also performed. The condition that must be met is that the user who creates the purchase order has the required rights in relation to this action.  
  • If you select the Create and send purchase orders action in the workflow of the free purchase request, the purchase orders will also be immediately placed in the file with the purchase contact. You can now also consult them as PDF files.


Optimisations

Testing the Transsmart connection 

If you want to test whether the packing slip is being sent to Transsmart, you can now select the Use Transsmart acceptance environment field in the Transsmart communication profile.

This will prevent that trial packing slips are processed by Transsmart as real orders.


Create a dossier item from the sales invoice

You can now create a new dossier item in InSite based on a sales invoice where the sales contact and invoice number are automatically given a value in the file item. Enter the text, add any required attachments toe and just add!

To achieve this, the file item type must, of course, be suitable for InSite. Select the Sales contact + sales invoice destination in the properties of the file item type and click InSite on/off. Next, the site administrator in InSite will put a button on the Display page of the sales invoice to generate a new dossier item.


Delivery type field in the sales import process

The Delivery type field has been added to the imports of sales: Sales quotation, Sales order, Packing slip and Invoice..

Note:
Check whether you need to adjust your existing import definitions because this field has been inserted in-between.

Continue to click in the InSite purchase process

You can now also continue clicking in the purchase process from a file item to the purchase order and purchase quotation destination.