Thursday November 21 2024 | |
Quote→Print→Invoice→Partial Invoice | Added the ability to hide line totals on partial/separate invoices. |
Thursday September 24 2024 | |
Maintenance→Products→Views→View Detail | New Patio Dyna Draw types added.
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Thursday September 19 2024 | |
Maintenance→Families→Frame Color Feature | Chosen feature's options will allow for dynamically drawn frames to change color |
Maintenance→Options→Option Detail→Other Tab | Color field used to specify frame color when this option is selected |
Maintenance→Products→Views→View Detail | New Patio Lift and Slide Dyna Draw types added
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Thursday September 12 2024 | |
Quote List | New filter control to show All, Installed, Supplied, or Supplied & Delivered quotes. |
Wednesday August 7 2024 | |
Quote→Print→Energy Star | New NFRC with NAFS label |
Friday July 26 2024 | |
Maintenance→Families | New egress size minimum overrides for family specific standards or for jurisdictions outside of Canada |
Thursday July 18, 2024 | |
Maintenance→Nafs-08 | New field to allow changing the A440 equivalence for ratings |
Maintenance→Products→Views→View Detail | New Dyna Draw types added
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Monday June 24 2024 | |
Administration→Company | new setting on Manufacturing tab to print screens from screen batches even if related order or unit is ready |
Screen Batch Report | now shows job number bold where related order or unit is ready |
Wednesday June 19, 2024 | |
Order Deduct→Panel Locks | for structural deductions, user can now lock the width or height of some of the panels in a compound unit, which will cause other panels to be 'shaved' to accommodate mullions and transoms in the frame |
Tuesday June 18, 2024 | |
Line Quantity variable | new value @lq allows for list price to be affected based on the line quantity to facilitate reduced list prices for bulk orders |
Wednesday May 15, 2024 | |
Order Signature Link | when assigning an order number users can send a signature link from the create order popup |
Friday May 10 2024 - Part Sales | |
Company Settings | New value on Quoting tab - Part Sale Markup - defaults to 100%, the percentage by which loose parts should be marked up for sale. Change this to 0 to turn off part sales. |
Quote Line Add | New button near the top [Parts] - to add part sales to a quote - not available to dealers. |
Quote Line Parts | New page to select vendor items to place on a quote - read-only for dealers. |
Vendor Item Detail | Now allows a picture of the item to be uploaded for display on part sales quotes. |
Sunday March 24 2024 | |
Highlight Option on Quote | Setting on option to highlight its cell on quote prints when it is selected. |
Saturday March 9 2024 | |
Order Glass | new page especially for companies making their own glass units - will print a barcode label for each piece of glass on the lines of the order. Button to reach page will only show if order number is assigned and quote is deducted. |
Deduction Reports | new button [Glass Labels] to go to order glass page. |
Thursday March 7 2024 Cut Batch Enhancements | |
Cut Batch Glass | new page to show glass units for products on cut batch, with facility to print a barcode label for each piece of glass on the lines of the cut batch |
Cut Batch Print | new page to allow selection of what content to include in a report of the
the cut batch:
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Cut Batch Detail | new button to Re-Open batch if it was closed by mistake |
Vendor Item Detail | new Purpose select - Hardware - will cause BOM entries using the item to be included as hardware requirements for cut batches |
Panel DynaBOM | new dyna column to show related vendor item's purpose so user can quickly find which components to change to hardware |
Barcode Ready | now accepts scans of glass barcodes |
Barcode Store | now accepts scans of glass barcodes |
Purchase Lines | new print label option to include barcodes - will cause creation of one glass unit record for every piece of glass on the po |
Purchase Receiving | will now mark Glass Unit records as ready and place them at receive-to location |
Wednesday February 28 2024 | |
Service Enhancements |
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Monday February 12 2024 | |
Manufacturing→Barcode Store | No longer shows non-transactional information - instead always shows units stored by current user today. |
Sunday February 11, 2024 - Manufacturing Overhaul | |
Production Audit | No longer includes date range filtering - instead always shows units completed in the last 7 days. |
Barcode Ready | No longer lists shop orders - instead shows all units and panels marked ready by current user today. |
Barcode WIP | No longer lists shop orders - instead shows all steps completed by current user today. |
Company Manufacturing Cascade User | Added selection for 'Cascade User' - the person under whom prior WIP steps are completed. So if a unit is marked ready, all uncompleted WIP steps are done by the cascade user, or if a WIP step is done, all uncompleted prior WIP steps are done by the cascade user. The purpose is to distinguish production by individual users. |
Friday February 9, 2024 | |
Dealer Options | Dealers can now create their own list of product options using a subset of units of measure. |
Saturday January 27, 2024 | |
Signature Link |
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Saturday January 20, 2024 | |
Manufacturing | Plant Dashboard
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Friday January 19, 2024 | |
Manufacturing | Two new audit pages:
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Wednesday January 17, 2024 | |
Panel (or Box) Scheduling |
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Cut Batch Detail |
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Cut Batch Lines | Changed line sorting to product family and type and name before order number. |
Cut Batch Report |
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Thursday December 21, 2023 | |
Maintenance→Energy Star | Added the ability to copy all ratings from a source panel when the recipient panel has none |
Maintenance→Families→Glass Steps | Added the ability to copy all glass steps from a source family when the recipient family has none |
Maintenance→Types | Added the ability to suppress screen indicator drawing on dynamically drawn windows by unchecking "Draw Screen Indicators" |
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;
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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 |
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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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