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Release notes iOne version 2.4.2

Release notes iOne serve to keep you informed about the (most important) changes in the latest version of the iOne software. A quick and straightforward way to stay informed of the latest changes.

Inventory tags

Inventory tags

Within inventory management, it is possible to link ‘Tags’ to articles. Tags can be created via Extra – Master Data. Articles can be given a tag for many different reasons. Examples are damaged articles (which are then given a different sales price), showroom models (which then get a discount percentage), or certain colours on articles. Articles with a tag can be excluded from the 'normal' inventory with this designation. These tagged articles then do not count in the inventory when entering sales orders. That way, you avoid, for example, unintentionally selling from damaged inventory.

Articles with a tag can be called up (separately) for a sales order. Whether there are tagged articles in inventory is indicated per warehouse.

Digital signature

In version 2.4.2, it is now possible to work with a digital signature. This functionality simplifies the sales process and saves you time and money.

All documents that require a signature from a customer can now be signed digitally. When, for example, an order confirmation is signed, a print-out of the confirmation is no longer needed.

The order confirmation is prepared as a PDF document in the digital signature app. A signature can be entered digitally via tablet or smartphone. After entry, the document with the digital signature will be sent to the correct e-mail address. This makes the sales process faster and more efficient, and it means that the right information is always available.

Digital signature
reconciliation

Review daily statements / Matching reconciliation

Starting with version 2.4.2, you can review daily statements from your bank in UniLiving. Working with automated daily statements offers a number of advantages. It saves time and money, and your error margins are reduced.

Matching reconciliation is a bookkeeping term that actually means ‘checking off’ entries that go together in a general ledger account. In the past, both entries on the account cross-postings were given a letter, to indicate that those posts belonged together. That’s why in Dutch it is called ‘lettering off’. The purpose is to come up with an explanation for the balance in an account. Matching reconciliation can be done on any general ledger account.

In version 2.4.2 of iOne, this has been added. This lets you see which posts are outstanding on the account’s cross-postings. This is a critical addition to the package for a structural overview of the different cross-postings.

Workflow

A workflow in iOne describes a commercial process in a schematic way. A number of steps must be taken or actions carried out to complete any given process.

A workflow consists of a number of statuses, a number of different moments at which different actions or activities are expected. There are two kinds of statuses: open and closed. When a workflow is in a closed status, then the workflow is inactive at that moment. The workflow can be restored to an open status through a transition. A status can be a closed status, but that is never the definite end point of the workflow.

Upon a change to a certain status, a workflow also offers the option of sending notifications.

Workflow
Planning

Scheduling

The scheduling module is updated for version 2.4.2 of iOne with a number of great changes that function entirely to serve our customers.

It is possible starting with this version to place resources (lorries) on non-active status. A non-active resource will no longer be displayed in the scheduling board, and it will no longer be used when a preferred delivery date is requested. Next to placing a resource on non-active status, you can also take the resource temporarily out of service. The difference between this and the non-active status is that the resource will still be shown in the scheduling board with the out-of-service status.

It is possible for your fleet to change. A lorry gets replaced, or has to be sent to the dealer for an extended period for maintenance. You can also enter these changes directly in the iOne software. As a result, you have fewer errors, and more satisfied customers.

Scheduling tasks

Suppose that your company provides total service to your customers. You give the option of taking measurements in the customer’s home (before putting together a quote or sales order with the customer). Taking measurements can be important for curtains or Venetian blinds, or measuring a room for the layout of furniture.

These tasks are included in iOne. These tasks must be scheduled, since a resource and a staff member are active for these tasks. Starting with this version, it is also possible to schedule ‘tasks’ in the Scheduling module.

Scheduling tasks
Lorry

Resource request in sales order

If the delivery of goods is scheduled through the scheduling module, you can request the resource (lorry) with which the order will be completed directly from the sales order. When you click on the scheduled line in the logistics detail screen, then the order will be shown immediately in the scheduling overview. There you can see all the relevant information to do with the delivery.

WMS app

You can do complete warehouse management via the Logistics module in iOne.

With the optional WMS App, you carry out these tasks wirelessly and in real time. That means that receipt notifications and changes to inventory are immediately entered and known everywhere. Follow-up actions (e.g. scheduling) can therefore be completed sooner, and current stock positions are, for example, updated sooner in your integrated webshop. Because everything works by means of barcode scanning, there is also less chance of errors, and practice shows that the stock keeping is more accurate.

WMSapp

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