New features in Rackbeat Q4 2021

As we’re at the end of 2021, we’ve compiled the last couple of months fixes, features, and updates into this post.
Give it a read, and let us know if there’s something you’ve been looking forward to.

Inventory tab:

• Show underlying products in an item group with “Expand” function
• Added “Start date” field on production order
• Added export of internal movements & lines
• “Group” field now also shows name, instead of just number
• Product export now gives a group name instead of just a number
• It is now possible to export “minimum sale number” in product export
• Can show discount group in product/bill-of-materials overview
• Can now create an offer (like Order) from product and bill-of-materials overview
• Can export primary supplier product number in product export
• Can import product discount group in product import
• Can export weight, width, height, and length individually in product export
• Unit is now shown on production order PDF
• A new field in production order is now added, it is now possible to connect a location to the order

Purchasing tab:

• Fixed import of supplier contacts (wrong popup was previously used)
• Added “preferred delivery date” on inbound deliveries (moved from purchasing)
• Show supplier product number in inbound deliveries (next to own number)
• It is now possible to hide received lines in purchasing overview

Sales tab:

• Show available product inventory and in stock in “Convert order to purchase”-popup
• Can now import customer addresses
• Now showing customer email in order view under “invoicing”
• It is now possible to see delivered amount in order view
• Credit note: it is now possible to put products back in warehouse same day as credit note date during adjustments
• Customer invoice export now includes filters, so not all invoices are exported every time
• Can now import order, invoice, offer-email in customer import
• Rackbeat now remembers choice of “Show/hide delivered lines” in oder overview
• Note amount is now shown in sales overview (order + invoice)
• Now transferring delivery terms from order to invoice
• Order date and “other reference” carries over when a “backorder” is created on a single order (fix of a bug after bulk feature)

Reporting:

• Fixed download of valuation report (now using new popup)
• Now showing if a product is blocked in checking and valuation reports
• Can now filter delivery dates in revenue reports
• Fixed location choice in mobile user checking report
• Fixed account export filter bug
• All prices are now shown in standard currency in sales reports
• Valuation report export now works with “display negative values”

General:

• Use standards (General settings -> Standards) in create customer, product, and supplier popup
• “Receive notifications” on worker now also notifies of the creation of production orders and updates (if the worker is assigned)
• Various visual changes (at the moment only on product overview) of filters
• You can now collapse the side menu on desktop (look for the small arrow in the bottom left of the screen)
• Fixed small annoyances, I.E pressing tabs makes the site jump (some cases may still exist)
• Fixes for mobile users
• The side menu has received a visual overhaul, to lessen the focus (now blue like the rest of the site)
• General settings now shows a “Loading” while we’re fetching the data, so you won’t see empty fields
• Customers, customer groups, suppliers and supplier groups in the side menu have finally gotten icons
  • New feature: Mobile user shipment can now “ship”. A red bar next to the order means that the order can’t be shipped. A yellow bar means that, within the order, some lines can ship fully. A green bar means that the order can be shipped. Yellow bars do NOT consider if a line can be partly shipped: A line can either be shipped or not. See picture below for reference.