Fenestratio What's New

* see the Fenestratio phone apps in the Apple and Android stores, for recording of remeasure notes, loading, storing and shipping of finished units via barcode scanning through the phone's camera.
Wednesday November 22, 2023
Proportional Deposit Use New company setting to use the deposit amount proportionally based on the total of the invoice vs the order total.
Saturday November 4, 2023
Component Inventory Relief New button on shop order detail to take component requirements from inventory immediately.
Friday September 22, 2023
Purchase Order Tag New selection on Administration→Company Manufacturing tab to set what should be in the default purchase order tag value for purchase orders generated from the quote deduction process. Default is Customer-Order#.
Tuesday September 12, 2023
Product View Detail New checkbox to control whether image appears in 'Top n' section of product picker regardless of its actual quoted frequency.
Product List Top Views will include up arrow ↑ to indicate which views are designated as top ones.
Sunday September 10, 2023
Quote Line Cost Overrides New page accessible with quote button to add adjustment amounts for labor and material and an adjustment note to quote lines. Adjustments will apply to product unit cost and the @uc and family.uc variables. Quote profit page and quote line model page will show adjustment information.
Sunday August 27, 2023
Dealer Product Type Control Now, rather than only specifying yes or no as to whether a product type can be used by dealers, you can now choose either yes to all or specify which dealers if any can use a product type. Changes in support of this concept are;
  • new input table on type detail where Dealer Usage="Selected Dealers" to select which dealers
  • new input on customer dealer settings page to select which types dealer can work with
  • product image selector for dealer users now shows all active product types visible to all dealers AND products types to which customer is granted access
  • new dynacolumn on type list to show count of dealers given access if dealer usage is "selected"
  • new dynacolumn on customer list to show product type count to which customer is granted access
Tuesday August 15, 2023
Dealer Quotes Dealer users now have the option to print relevant energy star and NAFS-08 ratings
Tuesday August 1, 2023
Service Now allows selection of multiple quote lines to indicate applicability of problem description.
Tuesday July 25, 2023
Glass Step Costs Enhanced glass steps to use a formula to determine cost per cost unit specified.
Energy Star Ratings Enhanced U Factor field to allow for entry either in imperial or metric.
Increased the precision displayed on the entries to ensure correct conversions.
Wednesday July 12, 2023
Drawing Shapes on Quotes Some shapes are now drawn dynamically on the quote lines and when printing quotes. The product view "dynadraw type" must be either "fixed", "picture", or "glass" and the product "shape" field must be set correctly. Product shapes that are currently able to be drawn dynamically are the "half round", "half round extended", and "circle". We recommend setting the "dynadraw glass color" under "types" to "sky blue" for the best result. More shapes to come soon!
Tuesday June 20, 2023
Order Footer Document Now allow a pdf footer to be uploaded to be appended to an order.
Wednesday May 17, 2023 - ** Event Notifications **
Quote Header Now provides access to order progress related inputs through [Modify ???] popups so that customer/quote contacts can be notified of events.
Order Status Now provides access to order progress related inputs through [Modify ???] popups so that customer/quote contacts can be notified of events.
Administration→Company Marketing tab now includes selection and explanation of order/quote event notification level.
Customer Detail Now includes checkbox to turn off event notification suggestions for the customer.
CRM→CRM Messages Provides management oversight of which and whether event notifications are being sent to customers.
Wednesday May 3, 2023
Purchase Detail Now allows preview of QuickBooks posting.
Purchase Lines If lines correspond to screens, Export Csv button will be available.
Quote Print Now retains aspect ratio of product for image in "Maximize Images" mode.
Sunday April 30, 2023
Option Weight New formula box on option detail Costing tab to calculate option's contribution to unit weight in pounds.
Quickbooks Posting Now allow preview of any JSON payload that would be sent to Quickbooks.
Thursday March 2, 2023
Credit Limits
  • on quote header - if customer has credit limit and order value in pipeline plus quote value will exceed limit, order submission not allowed unless user is authorized on company page
  • on dealer quote header - if customer has credit limit and order value in pipeline plus quote value will exceed limit, order submission not allowed
  • on customer detail:
    • credit limit is now an input - 0 means no limit
    • sales statistics, balance owing and order pipeline values added for reference
  • on customer list, credit limit is now a DynaColumn
  • on company quoting tab:
    • you can set default credit limit for new customers - 0 means no limit
    • you can select one person as the only one who can override credit limits at order submission time, otherwise any admin user can override a limit
Tuesday December 27, 2022
How To Added section on Inventory and generally overhauled document for improved navigation.
Wednesday December 21, 2022
Quote Header New 'Standard Messages' for quote follow-up, order acknowledgement, remeasure/installation/delivery time confirmation and satisfactions survey events.
Friday November 18, 2022
Company and User Detail New Commission Strategy: "Product Price over List" uses difference between product taxable proceeds and product supply only list price as basis to calculate commission.
Maintenance→Types New entry: "Component Bin Label Count", to control how may labels PER QUOTE LINE you want to print
Maintenance→Families: New entry: Bin Label Color Feature: if selected will cause choice for that feature to print on bin labels
Maintenance→Label Layouts Provides list of all label types in database and access review and/or modify them.
Thursday November 17, 2022
Order Print Popup New label type: "Component Bin" for labels you might want to print for shop floor bins or pieces before assembly
Maintenance→Types New entry: "Component Bin Label Count", to control how may labels PER QUOTE LINE you want to print
Maintenance→Families: New entry: Bin Label Color Feature: if selected will cause choice for that feature to print on bin labels
Maintenance→Label Layouts Provides list of all label types in database and access review and/or modify them.
Friday October 14, 2022
Maintenance→Options If option has no vendor item, width formula, height formula, and is on a feature, use -1 to suppress printing of quantities on deduction reports.
for example "Color In: White" does not need to print a quantity.
Finance→Invoices
  • new filters Paid/Unpaid
  • new sorts Invoice_Ascending, Invoice_Descending
  • if filter by order is entered, Order.. sort is selected
  • if filter by invoice is entered, Invoice.. sort is selected
Quote Requirements Report When run for a single quote, includes "Cut Batch Membership" table
Quote Posting
  • now shows amount paid this far for partial invoices
  • will propagate Paid status to sales order if partial invoices add up to sales order total and are all paid
  • will propagate Posted status to sales order if partial invoices add up to sales order total and are all posted
Thursday October 13, 2022
Maintenance→Products→View Detail New DynaDraw type for glass: "Glass" - select this on the view for glass products, and you can show GRILLS ON GLASS UNITS!!!!
Maintenance→Families: New Family type: Glass - select this on family detail page to have products representing glass show on glass deduction report.
Tuesday Sept 6, 2022
Quote Sizes Added the ability to define default quote size types at the company level in Administration -> Company -> Printing
Thursday Aug 4, 2022
Purchase Files Feature offered much like quote files, with the exception that an image file can be attached to a specific po line and will then print below the line diagram if applicable.
Quote Header Now includes a Purchases tab to list purchase order lines connected to the quote.
Company Posting Archive on Control tab - allows entry of one or more email addresses to receive notice of transactions being posted to other systems, like Quickbooks
Family Default Workflow is now 'settable' on the family detail page, and available as a DynaColumn on the family list.
Thursday July 28, 2022
Family Now allows a formulae for opening width and height difference from from size.
Tuesday July 6, 2022
Quote Type Switch Will now ask whether you want to change tax groups and factors along with what to do about now-disallowed options.
Customer List Now includes search by address.
Company New settings on "Control" tab: Install Start Hour, Install Hours Weekdays, Install Hours Saturdays, Install Hours Sundays to be used to display install jobs on the Calendar.
Saturday March 26
Quote-Level Extra Cost 'Other' tab on quote detail page now includes inputs for Extra Cost Note and Percentage, which will be applied to quote taxable amount to calculate Extra Cost Amount. For cases when a specific amount is required, an Extra Cost Lock checkbox will prevent amount recalculation. Extra cost will be used on the profit page and profit reports to calculate margin for the quote or order.
Company Default Extra Cost Default extra cost note and percentage for new quotes can be set on Finance tab.
Thursday March 10
Discount Services Setting Added new discount services setting in Administration -> Company -> Quoting
  • Default On - On new quotes Discount Services will be checked but can be turned off in quote header
  • Default Off - On new quotes Discount Services will not be checked but can be turned on in quote header
  • Lock On - Discount Services will be checked and can't be turned off in quote header
  • Lock Off - Discount Services will not be checked and can't be turned on in quote header
Thursday February 24
Purchase Receiving Now all done from purchase lines page.
Saturday February 19
Location Inventory Component vendor items can now be marked for storage at multiple locations. Several changes 'flow' from this:
  • component receipts must be made to a storage location
  • purchase orders can now select a preferred 'receive to' warehouse
  • manual purchase receipts now require a location
  • inventory adjustments are made at the item-location level
  • a new inventory transaction is available now to move stock between locations
  • inventory reports will now show 'other locations' if an item is stored at multiple
Monday February 14
Item Panel Type new setting so that single panel items in families marked as Entry_Door can be marked explicitly as doors, sidelites or toplites
Quote/Order Time Report lists time required at each station for each production step of products on the quote/order.
Vendor Items now allow specification of multiple storage locations
Monday December 20 - Alternate Vendors!
Vendor Detail new input - alternate vendors, to specify those that supply equivalent products or option
Purchase Lines →Add While 'pulling' products or options from a sales order onto a purchase order, Fenestratio will now offer products and options supplied by alternates of the purchase order vendor.
Sunday December 19
Family new setting - Minimum Sidelight Width - to be used as described below
Product Sizes - Compound Door Systems If family is marked as Entry Door and product has sidelights or transoms, and the item size record best matching the product as quoted does not include a door size, Fenestratio will look at standard sizes for single door and use the largest one that fits into the system, save for an allowance for minimum sidelight widths and transom heights.
Saturday December 18
Product Sizes - Compound Door Systems If family is marked as Entry Door and product has sidelights or transoms, item size for the system can now include a door size. When a door system product is added to a quote, the product's nearest standard size will be used to set door size explicitly and share remaining space among sidelights and transoms.
Friday December 17
Quote Line - Add Product New product wizard to walk through each feature of the product one at a time.
Purchases New setting to indicate whether purchase is for glass. This will influence how purchase order document is printed.
Friday December 10
Purchases New setting to indicate whether purchase is for glass. This will influence how purchase order document is printed.
Thursday December 2
Maintenance→Types Now allow selection of a deduction code different from the family default. This is because lots of companies might Casement/Awning/Fixed using structural/common frame, and sliders as modular/joined boxes.
Friday October 22
Quote Line Model Now includes a section exploding routing steps from product and panel work flows.
Wednesday June 16, 2021
Purchases Now include a number override input that will show in place of system-assigned po number. Values entered must be unique for the vendor if not blank.
Monday June 14, 2021
Report→Requirements Two BIG new features:
  • filtering by vendor, accessed through the [Filter/Suggest] button
  • purchase suggestions, also accessed through the [Filter/Suggest] button
Tuesday May 18, 2021
Manual Purchasing For companies doing purchasing somewhere other than Fenestratio, you can now mark vendor items for manual purchasing and directly adjust On Purchase Order quantities, as well as manually recording receipts. This functionality is accessed through the inventory page on the Maintenance and Manufacturing menus.

This feature is part of the package to enable production scheduling and other more advanced manufacturing capabilities coming soon.

Quote Line Detail New button at bottom right of option table to sort options in standard order, as defined by family feature list.
Thursday May 6, 2021
Home→Manufacturing→Shop Orders Now allows easy marking of individual units as ready, with updates cascading to purchase order lines where applicable and some work in progress tracking.
Thursday February 25, 2021
Service Detail Page Added internal note field to the service record. **Note will not be printed or added to email body**
Sunday February 14, 2021
Cut Batches Now allow immediate optimize-and-print.
Vendor Item Detail New checkbox to indicate whether item should be excluded from cut batches.
Monday February 8, 2021
Option Prices Page Conditions for options are now able to be manipulated on mass
Monday January 4, 2021
Shipment Distribution
  • on Orders to be delivered - new selection to indicate whether all products and components are to be shipped together, or screens or hardware should be shipped later, or other instructions apply
  • on Company, a default setting of Shipment Distribution for delivered orders