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 |
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Quote Requirements Report | When run for a single quote, includes "Cut Batch Membership" table |
Quote Posting |
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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
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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:
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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:
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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 |
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 |
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